Training: Adding Smart Quote to a Sales Order

This module demonstrates the workflow for adding a newly configured product directly to an existing or new Sales Order.

Direct-to-Order Workflow

While many configurations start as a Quote, Velosity allows you to bypass the quoting stage for repeat orders or known requirements. 1. Configure: Use Smart Quote to define the product specs. 2. Add To: Instead of creating a quote, select the Add to Sales Order option. 3. Review: The Sales Order will now include the full configuration, including its calculated BOM and Router.

Interactive Tutorial: Integration with Sales Orders

The following walkthrough demonstrates how to transition from the configuration screen directly into the Sales Order management view.

Key Takeaways

• Efficiency: Adding directly to a Sales Order saves time for standard customizations where a formal quote is not required.
• Accuracy: The configuration is "locked in" at the moment it is added to the order, ensuring that production builds exactly what was discussed with the customer.
• Visibility: Once added, the line item is immediately visible in the Sales Order Details.