Sales Order Confirmation (SOC) – Creation
Once setup and active, you’ll notice a new section under Totals, in the Summary bar on the right of your Quote screen.
By default, the Generate an Order Confirmation button is inactive.
To activate it, simply select the item variants your client wants to order.
Once you click the button, a window will pop up allowing you to personalise the order confirmation and add any extra details.
Use the tabs to navigate through the different sections of the confirmation.
Please Note: If copy sections are left blank they will not be included in the order confirmation.
Intro:
A space to personalise the SOC and add a tailored message for your client.
Items:
A summary of the items awaiting approval. If any changes are required, simply return to the Quote screen to update the details.
Delivery Details:
This section requires the client’s formal acceptance. It’s the perfect place to confirm delivery addresses, required dates, and any specific logistics.
Summary:
Displays the total order value for the selected items. An optional free-text field is available for final details, such as terms and conditions or payment links. Like the item and delivery details, this section also requires your client’s formal acceptance.
Footer:
If you have any additional information that doesn’t fit into the sections above, you can include it here. Unlike the other sections, client acceptance of the details presented in the footer is optional.
Notifications: (The approval email).
Who should be notified once the Sales Order Confirmation is approved?
The primary contact’s details are automatically pulled from the quote, and there is an additional field that can be populated from your address book or typed into directly.
When you are happy with the content of the SOC – click Generate Order Confirmation.
The familiar email dialogue will then appear, ready for you to edit or send.
This contains the clients portal link to view the SOC, please be sure not to remove it.
You’ll also have the opportunity to view the SOC before it goes out.
Please note: Buttons within this preview are disabled to prevent accidental order acceptance.
(Note: The Order Confirmation email template can be customised in Company-wide Settings > All Email Templates.
Please ensure the {{soc-view-link}} placeholder stays in the template, this brings in the SOC link)
After the Order Confirmation Generation
Once the SOC has been generated and sent, the SOC block on the Quote screen updates to include additional tools and a client feedback summary.
