The Guava ERP Sales Order Processing course explores the processes required to enter and ship sales orders. This course shows you how to easily manage the life-cycle of your customers’ orders, from the initial quote to the shipment documentation and final invoicing. This course also examines how to perform additional sales functions, such as setting up process holds for quality assurance and linking order documents to purchase orders.

Audience Profile

Sales Order Processing is recommended for anyone who plans to implement, use, maintain, consult, or support Guava ERP. The class is targeted toward administrators, office managers, CEOs, and consultants who need to understand the technical aspects of Sales Order Processing and gain foundational knowledge of the application functionality.


Before attending this course, students must have:

  • General knowledge of Microsoft Windows
  • Knowledge of basic navigation functions in Guava ERP

At Course Completion

After completing this course, students will be able to:

  • Define module setup options that allow you to customize the system to satisfy your organization’s unique requirements
  • Create Quotes, Sales Orders, Back Orders, Invoices, and Returns
  • Link sales orders to purchase orders
  • Allocate and fulfill item quantities automatically and manually
  • Execute comprehensive reports and use inquiry screens to obtain information that can be used to analyze and improve business processes
  • Understand how the Sales Order Processing module interacts with the Inventory Control and Purchase Order Processing modules

Course Outline

Module 1: Overview and Setup

After reviewing the purpose and primary features of Guava ERP Sales Order Processing, this module examines in detail each of the Sales Order Processing setup options, along with each of the pricing structures available. Each of the available order document types are reviewed, including their affect on automated work flow in the life-cycle of an order. This module examines how the behavior of each order document type determines the steps and processes that must take place in the Sales Order Processing cycle. It also explains how to set up process holds, which provide greater control over document flow.

  • Primary features of Sales Order Processing
  • Sales Order Processing Setup
  • Master Documents
  • Sales Quote Setup
  • Sales Order Setup
  • Sales Back Order Setup
  • Sales Invoice Setup
  • Sales Return Setup
  • Sales Process Holds Setup
  • Prospect Setup
  • User-Defined Fields Setup
  • Prospect Maintenance
  • Customer Item Setup
    Lab : Overview and Setup
  • Setting Up a Quote
  • Setting Up an Order
  • Setting Up a Back Order
  • Setting Up an Invoice
  • Setting Up a Return
  • Setting Up Customer Item Numbers

Module 2: Entering Quotes, Orders, Back Orders, and Returns

This module focuses on the Sales Transaction Entry window, which is the central location for entering customer orders. This module identifies the minimum required information to enter an order and the other important fields and options available for tracking, managing and handling orders. The data entry process involved in entering quotes, orders, back orders, invoices, and returns is also reviewed.

  • Sales Batch Entry
  • Sales Document Fields
  • Line Item Entry for each document type
  • Sales Distribution Entry
  • Sales Commission Entry
    Lab : Entering Quotes, Orders, Back Orders, and Returns
  • Entering a Quote
  • Entering an Order
  • Entering an Invoice
  • Entering a Return

Module 3: Using Special Item Types

This module examines the unique characteristics of “special type” items in Sales Order Processing. This includes entering non-inventoried items, drop-ship items, lot and serial numbered items, and sales kits.

  • Non-Inventories Items
  • Drop-Ship Items
  • Serial Numbered Items
  • Lot Numbered Items
  • Sales Kit Options

Module 4: Printing, Posting, and Transferring Documents

This module examines the day-to-day printing and posting operations in Sale Order Processing. The various printing and posting options for individual and multiple documents are discussed. This module also focuses on which documents can be transferred to other document types and how the document information is affected.

  • Printing Sales Documents
  • Printing Multiple Documents
  • Posting Process
  • Transfer Sales Documents
  • Sales Quantity Status
    Lab : Printing, Posting, and Transferring Documents
  • Transferring a Single Document

Module 5: Fulfilling, Allocating, and Committing Documents

This module discusses the terms “allocation” and “fulfillment” and determines how these processes can be tailored for a business. This module also examines the Sales Order Commitment process, which allows linking sales order documents to purchase orders in the Purchase Order Processing module.

  • Allocating Item Quantities
  • Allocating by Line Item
  • Allocating by Document or Batch
  • Sales Order Fulfillment
  • Sales Hold Processing
  • Creating Purchase Order Commitments
  • Automatic Purchase Order Commitments
    Lab : Fulfilling, Allocating, and Committing Documents
  • Processing a Kit with Item Shortages
  • Fulfilling Invoice Quantities
  • Manual Purchase Order Commitment
  • Entering an Order and Creating a New Purchase Order

Module 6: Editing and Removing Records

This module examines the options available for editing, deleting, and voiding sales order documents existing in the system. The inquiry screens and reports are reviewed to assist you in making informed sales decisions and tracking sales data.

  • Copying Line Items
  • Creating and Posting Sales Returns
  • Deleting Documents
  • Voiding Sales Documents
  • Removing Sales History
  • Reconciling Sales Information
  • Sales Inquiries and Reports
  • Report Lists
    Lab : Editing and Removing Records
  • Automated Returns
  • Correcting a Posted Invoice

Please check the Training Event Calendar for the most up-to-date list of classes, locations and availability.