Overview
Welcome to the Sanka Order Management Guide!
This guide provides an overview of Sanka’s Order Management module.
If you're wondering, "Where do I start with Order Management?" "What features does Sanka offer for this?" or "What do these menu options mean?"—this guide is the best place to begin.
What You Will Learn
- Understand basic flow of Orders Management
- Learn default object of Orders Management
- Next steps recommendation to start Orders Management
- Overview of advanced features of Orders Management
Before getting started, familiarize yourself with objects, modules, and records in Sanka. Read the guide: Sanka Basics.
Then Learn how to set up and customize new modules in Sanka: How to Create New Modules.
Basic Flow of Orders Management
The basic flow of Orders Management in Sanka is as follows:
Step 1: Register Customers and Items
By inputting customer and item information in advance, you can easily create an estimates and other financial records in just a few steps.
Step 2: Create Estimates for Customer Orders
Access the Estimates object then click Create New Estimate and fill in the required information. Save and send the estimate to the customer for approval.
Step 3: Register Order Details
Once the estimate is approved, go to the Orders object and create a new order. You can manage the products or services purchased by your customers.
This step allows integration with other objects such as items, customer information, invoices, and receipts.
You can also set statuses (draft, sent, ordered, received, etc.) to track the current stage of the order.
Step 4: Create a Delivery Note
You can create delivery notes that include details like item names, quantities, prices, and issue dates.
If you’ve already registered supplier and item information, you can create the delivery notes effortlessly.
This method simplifies managing delivery notes compared to paper or Excel-based systems.
Step 5: Create an Invoice
You can easily generate invoices from completed orders or subscriptions in Sanka.
Invoices can also have statuses (draft, sent, scheduled, paid), making tracking easy.
Step 6: Create a Receipt
You can easily generate receipts from completed orders by using Receipt object. Sanka allows for detailed settings such as discounts and tax rates.
You can link receipts to their corresponding orders, making it easy to verify information.
Default Objects in Purchase Order Management
The Orders Management module includes the following default objects:
- Companies: Stores customer organizations or businesses you serve.
- Contacts: Manages individuals linked to the companies (e.g., primary contacts or decision-makers).
- Items: Tracks products or services your business offers.
- Estimates: Prepares quotations for potential orders.
- Orders: This object is for registering order details of confirmed purchase details.
- Delivery Notes: Manages shipping details and proof of delivery.
- Invoices: Creates billing records for completed orders.
- Receipts: Tracks payments received from customers.
- Workflows: Contains actions to automate order management processes.
Next Steps
Now that you understand what you can do with Orders Management, it’s time to start working.
We’ve created help guides for each step, so be sure to check them out.
Advanced Order Invoice Management Features in Sanka
Beyond the basic flow, Sanka also offers advanced Orders Management features. Here are some options for those interested:
- Bulk Entry: For managing large numbers of orders, you can use bulk entry using CSV.
- Integrations: Sanka supports integrations with other business software, allowing you to sync with third-party platforms.
- Real-time Updates: Sanka provides real-time inventory updates, ensuring that you always have an accurate view of your stock levels and can make better business decisions.
For further assistance or to explore more advanced features, visit our Help Center or reach out to our support team.
