Sales to Manufacturing & Quotations¶

The Sales to Manufacturing workflow enables sales teams to generate accurate technical quotations, embed engineering drawings, synchronize bulk order lines via spreadsheets, and automatically trigger production orders upon customer confirmation.

System Login and Workspace Access¶

Bước 1: Access the enterprise ERP portal.

Bước 2: Enter your assigned username and password, then click Log in.

Bước 3: Upon successful authentication, the system presents the personalized home dashboard displaying modules authorized for your user role.

Create Quotation Manually¶

Bước 1: From the main navigation, open the Sales module.

Accessing Sales application from main menu

Bước 2: Navigate to Orders ‣ Quotations and click New.

Bước 3: Select the customer and fill in header information. In the Order Lines tab, add products, quantities, unit prices, and taxes.

Entering quotation details and order line items

Bước 4: If a requisitioned product does not yet exist in the system, type the product name and click Create and Edit to establish its parameters immediately.

Create and edit new product directly from order line

Specifying product attributes and inventory parameters

Product saved and added to quotation line

Bước 5: After compiling the quotation, click Send by Email to dispatch the proposal directly to the customer, or click Print to generate PDF and Excel quotation templates.

Bước 6: When the customer confirms the bid, click Confirm. The quotation transitions into a confirmed Sales Order. For any items flagged for manufacturing, the system automatically creates linked Manufacturing Orders (MO).

Confirming sales order and auto-creating linked manufacturing orders

Create Quotation via Spreadsheet¶

For extensive project quotations containing numerous line items:

Spreadsheet integration overview in quotation view

Bước 1: Click the gear actions icon, select Spreadsheet, and choose Insert list into spreadsheet.

Selecting insert list into spreadsheet action

Bước 2: Select Blank Spreadsheet and click Confirm.

Bước 3: Open the newly generated spreadsheet named after the order code. Enter line item codes, product names, quantities, and pricing into the designated calculation columns.

Entering product lines and formulas in spreadsheet

Bước 4: In the top right corner of the spreadsheet view, click Sync Order Line to synchronize data into the quotation form.

Clicking Sync Order Line button in spreadsheet

Confirmation of successful order line synchronization

Bước 5: Return to the quotation form to review the populated order lines.

Reviewing synchronized line items on quotation form

Bước 6: Click Confirm to finalize the order and trigger automated manufacturing orders.

Confirming quotation created via spreadsheet

Upload Technical Drawings on Quotation¶

Bước 1: On any order line, click the paperclip attachment icon to link technical drawings intended for the customer. The system supports attaching multiple PDF drawings.

Bước 2: In the technical drawing modal, select the drawing file, specify drawing code and revision, then click Save.

Technical drawing attachment form and metadata

Create and Import Products¶

Manual Product Creation¶

Bước 1: In the Sales module, navigate to Products ‣ Products.

Bước 2: Click New to open the product configuration form.

Bước 3: Enter detailed product properties: Product Name, Product Type (Storable Product), Sales Price, Cost Price, Customer Taxes, and Internal Reference code.