Whenever you receive a sales order from your client, you will be notified via email. Click on the button in that email to open the sales order directly.
How to react to the received Sales Order?
Open the order by going to Traceability → Orders → Sales Orders and clicking the View icon in the Actions column of the order, or open it directly from your email notification.
On the default 'Overview' tab, you will see the order details between your company and your client.
Click on the 'Tracing' tab and scroll to view the linked orders. Click on the arrow between two companies to open the Transaction Details, then expand the order to see its documents.
Tips:
✅The check symbol on the transaction link between orders indicates that all the mandatory documentation for this order has been fulfilled.
⚠️ If a yellow warning icon is shown instead, please make sure to upload the required documents.
Upload all the requested documents as proofs: click Add files next to each document type. After you have uploaded all proof files, close the Transaction Details to go back to the tracing map view.
Click on the ‘+’ button in your company’s box on the tracing map to add your purchase orders to this order tracing. Choose Add order. You can also choose Add internal order, Add origin or Add production.
🙌 If your client requested you to disclose your upstream supplier's POs, you can do it through this view as well.
Create or link your Purchase Orders directly through the tracing view. Note: you can only link an existing purchase order that uses the same attachment template as the sales order.
Finally, click on the 'Attachments' tab and review which files and mandatory documents have been provided and which are missing.
You can upload any missing documents directly here to finish the process.
Click ‘Download’ to receive all documents for this order by email.
Click ‘AI summary’ to get a summary of the documents.
After finishing all the above-mentioned steps, the Sales Order has been fully processed.