In MRPeasy, sales orders are called "Customer Orders".

Go to the CRM section and click on the “+” button to create a new Customer Order (CO).

COs keep all information regarding one order organized. This includes the customer information, ordered items, bookings, related manufacturing orders, quotes, invoices, and shipments.

Read more about customer orders.

A customer order can have the following statuses. Some are updated automatically as the order progresses, and others need to be changed manually.

1. Quotation: All new customer orders start with this status.

2. Waiting for confirmation: Once you’ve sent a quote to the customer, you can manually change the status to "Waiting for confirmation".

3. Confirmed or Cancelled: If the customer confirms the order, change the status to "Confirmed" manually. If they don’t confirm it, change it to "Cancelled".

4. Waiting for production: The status changes to this automatically when all items for the order have been booked (using "Check stock and book items"), but the Manufacturing Orders are not in production yet.

5. In production: The status changes to "In production" automatically once production starts for the ordered items.

6. Ready for shipment: The status changes to this automatically once production has finished for all items.

7. Shipped: This status is applied automatically once all items have been shipped. If this status is manually selected and shipments have not been made, ordered products are not removed from stock.

8. Delivered: Once the customer has received the items, the status must be changed manually to "Delivered". If this status is manually selected and shipments have not been made, ordered products are not removed from stock.

Read more about customer order statuses.

You can get an overview of your customer orders in two formats:

A table view and a funnel view. 

To switch between views, use the toggle in the top-right corner of the "Customer orders" page.

The table view shows more detail, while the funnel view gives you a quick overview of your sales process.

Table view:

The table view shows a detailed list of all your orders. You can search and filter the list to find the information you need.

At the top of the table, you can choose to view either "Customer orders" or ordered "Items".

For example, to see which ordered items are confirmed, switch to the "Items" view and filter by the "Confirmed" status. This gives you a list of items that need to be produced, sold from stock, or purchased.

Funnel view:

The funnel view is a visual representation of where each order is in its lifecycle (quotation, waiting for confirmation, confirmed, waiting for production, in production, or ready for shipment). Orders move from left to right through each stage. Once an order has been shipped and invoiced, it no longer appears in the funnel.

Read more about customer order statuses.

Go to CRM -> Customer orders and switch to the "Items" view.

You can choose which columns to show (including cost) and filter the report by any value, such as product name, part number, or product status.

To estimate costs and dates:

1. Open the Customer Order (CO).
2. Click on "Estimate costs and dates".
3. Choose whether to take your material cost from stock or a vendor.
4. Enter your profit margin.
5. Click on the "Calculate costs and dates" button.

MRPeasy will give you the estimated cost, price, and availability date for every item required for the customer order.

To create a quote:

1. Go back to the customer order. The estimated prices are saved to each item automatically.
2. In the "Invoices" section, create a new invoice.
3. The invoice type will be set to "Quotation" by default.
4. Save the invoice. 

Read more about quotations.

To add salespeople as users in MRPeasy go to Settings → Human Resources. Add them as users and give them access rights to the sections they need, such as "CRM".

Read more about how to manage users.

Go to the CRM section and click on the “+” button to create a new Customer Order (CO).

To keep your stock levels accurate, follow these steps when processing a customer order:

1. Create a customer order (CO)
2. Book goods by clicking “Check stock and book items”
3. Create a shipment
4. Pick items in the shipment by clicking “Pick all items".

Important: Stock movements aren’t updated when you create an invoice or a shipment. They’re only updated once the items have been shipped (i.e., picked for the shipment).

To ship products and remove them from stock, follow these steps:

1. Open the Customer Order.
2. Scroll down to Shipments and click on "+" to add a new shipment.
3. Save the shipment.
4. Select Pick all items or pick items individually.

This removes the items from stock and changes the shipment status to "Shipped". If all items in the customer order have now been shipped, the order status also changes to "Shipped".

Read more on how to ship products to customers.

A customer order may be missing from the "Statistics" section if:

• Its items haven’t been booked
• Its shipment hasn’t been completed
• Its status isn’t "Shipped" or "Delivered"

Once all items in an order have been shipped, the order status changes to "Shipped" automatically.

Read more about CRM Statistics.

Changing the status to "Delivered" manually doesn’t remove items from stock. To complete the order and update stock, create a shipment for the order and pick all items.

Read more on how to ship products to customers.

See also "How to ship products? How to get items off stock?"

You can create sales forecasts in Procurement → Forecasting. MRPeasy then uses your forecasts to plan purchases and production.

Also see the question:

Can I enter a dated forecast (e.g., 1,000 units in September) and have MRPeasy plan my purchases?

To raise purchasing or manufacturing requirements from a sales order:

• Open the customer order (CO).
• Click "Check stock and book items".
• Click "Book all items".
• Confirm.

MRPeasy will then do the following:

• It will book the requested items from stock, if they’re available.
• If they're not available:
  • If it’s a manufactured item, it will create a manufacturing requirement (unless you’ve set the software to create manufacturing orders automatically).
  • If it’s a purchased item, it will create a purchase requirement (unless you’ve set the software to create purchase orders automatically).

You can find both the manufacturing and purchase requirements in Stock → Critical on-hand. Purchase requirements are also shown in Procurement → Critical on-hand and Procurement → Requirements.

If no requirements appear, set the "Reorder point" for those items to "0" or higher.

Note: Purchase requirements for materials needed in production are only created when a Manufacturing Order has been scheduled.

Watch this video to better understand how to work with Customer Orders: https://youtu.be/6Y7neFbQ1MU

Please also see the answer to "How do I know what materials I need to purchase?"

If your customers find it hard to match invoices to their orders, you can add the customer order number to your invoice PDFs.

Go to Settings → System settings → PDF editor, click "Edit". Open the "Invoices" layout and turn on the "Order" field.

Customer order numbers will now be printed on your invoice PDFs.

To charge for shipping, consulting, design or other services, the best approach is to set up the service as a stock item:

• Create a new stock item, for example "Delivery", and set it as a purchased item. Give it a large stock quantity, such as 100,000, so it never runs out. Set the cost to zero, or to your actual cost (see below).
• Choose a unit of measure, such as km or hours.
• Add the item to customer orders or invoices, with the price you charge.
• To keep services separate from your inventory, put them in their own product group.

This approach allows you to:

• Charge your customers for services, and see statistics for the services you’ve provided over a period in the item reports.
• Track costs, if the service has one. For example, if you buy shipping from a vendor, you can link the customer order to the purchase order and assign the cost to that specific customer order.

See an alternative option here.