A first remark at the very beginning: these features are not available by default for every account. If you would like to work with them, just send an email to email@example.com. No worries by the way, those extra options come without additional costs!
As soon as those features are activated for your account, you only need to go to Settings > HR and click on the pencil next to a co-worker’s name. Next, put the sliders for those options on “Yes”.
The next thing you need to do is to create a deal and a quotation. After the latter has been accepted, you will find more options below the "Actions" button.
The first new option you will find is: “Order confirmation”.
Clicking on it brings you to the following screen where you can fill in the due dates of the delivery, in other words: when you plan on delivering the different goods your client has ordered.
When you click “Save”, an order confirmation is created and saved with the deal. Afterwards, you can send it to your client. In order to do so, click on the PDF and then on the envelope in the top right-hand corner.
A list of deals for which an order confirmation has been created, can be found under Deals > Order confirmations.
As with every other document in Teamleader, you can also create your own layout for order confirmations by going to Settings > Document layout > Order confirmation.
However, you might not have the product on stock so you'll need to place an order with your own supplier. Of course, you do not have to wait with ordering your goods until a client has finally accepted a quotation. That's why you also have the option to create an order from scratch, but let’s do it step by step.
There are three options to create an order: You can either create it from scratch by going to Projects > Orders and clicking on the plus sign.
Or you can create an order out of an accepted deal:
In order to create and afterwards place an order, simply go to “Actions” after a deal has been accepted and choose “Create order”.
After clicking on it, you will see the following screen which gives you the opportunity to add or delete articles:
When you create an order from scratch (via projects or via the order button), you have to fill in the needed goods yourself but the following steps are the same.
Once you're done, click on “Save” which brings you to the following pop-up screen, allowing you to define certain parameters concerning the order you are going to place.
One of those parameters is also the layout as you can also create your own order layout via Settings > Document layout > Order.
After clicking “Save”, your order will be created. You will find all the orders you have created under Projects > Orders.
The status gives you a clear update on which actions need to be taken concerning your order.
When you click on “Actions”, you first have the option to send your order to your supplier and afterwards, you'll have the option to indicate that the items of your order have been delivered.
When you confirm the delivery, the stock of your product is automatically updated in case you work with the stock function. The stock function allows you to fill in the stock of your products and to define a minimum stock. In case the number falls under the minimum stock, you will get notified so that you can place an order.
If you want to find out more about the stock function, click here.
The third option to create an order is by adding an external cost to a project. To do so, you click on the arrow on top of a project and choose "Add external cost".
You then fill in the product you would like to add to your project and also have the option to directly create an order by switching the slider "Create order as PDF" to "Yes".
This then brings you to the same popup that we discussed earlier, and the same steps need to be completed.
After having confirmed the order of your client and having ordered the necessary material, you are ready to deliver and need a delivery note.
Of course you can also create a delivery note without having gone through the steps mentioned before. The only thing you do need is an accepted quotation. You then click on “Actions” and choose “Delivery notes”.
On the following screen, you'll see some parameters you can define.
When you click "Save", the delivery note will be saved with the deal. You can then send it by clicking on the PDF sign, and the envelope in the top right corner.
An overview of all delivery notes can be found under Projects > Delivery notes.
As with the other documents as well, the layout can be adjusted under Settings > Documents Layout > Delivery notes.
Customer support service by UserEcho