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KatekileWorldwidekatekile Docs ERP user guide
  1. Guide
  2. Sales & CRM

Sales Orders

Turn an approved quotation into a Sales Order with the card job's file information.

Used byCSRSales Mgr

A Sales Order confirms what the customer ordered. At Katekile it also carries the job file information production needs: chip model, card number range and personalisation requirements.

Who: Customer Service Rep and Sales Manager create and submit; Procurement, Production, Warehouse and Finance read. Menu: Sales → Sales Order List.

Create from an approved quotation

  1. Open the Approved quotation and click Create → Sales Order.
  2. Set the Delivery Date.
  3. Check items, quantities and rates (carried over from the quotation).
Sales Order created from the quotation.
Sales Order created from the quotation.

File Information tab

Open the File Information tab and complete the job details:

Field What to enter
File The customer data file or job pack (attach).
Chips Model e.g. NXP P71 Dual Interface, MIFARE DESFire EV3 4K, or N/A – magstripe.
Layout Requirements Attach the signed-off artwork/layout.
Personalisation Requirements Front/back print, embossing, encoding profile, carrier letter.
First Card / Last Card The card number range for the batch.
Remarks Delivery or data-handling instructions.
File Information — the job details that flow to the Work Order.
File Information — the job details that flow to the Work Order.

The same fields exist on the Work Order, so production sees exactly what was agreed.

Save and submit

Save, then click Submit and confirm.

Confirm submission.
Confirm submission.
Submitted Sales Order — To Deliver and Bill.
Submitted Sales Order — To Deliver and Bill.

The Sales Order list

Sales Order cards with To Deliver, To Bill, Late and Open Value tiles.
Sales Order cards with To Deliver, To Bill, Late and Open Value tiles.

The card banner shows To Deliver, To Bill, Late and Open Value. Use Hold, Resume, Close and Re-open from the card actions.

What happens next

  • Production creates a Work Order for the personalised cards — see Work Orders.
  • The warehouse creates the Delivery Note — see Delivery Notes.
  • Finance raises the Sales Invoice — see Sales Invoices.

The print format is Katekile Sales Order Format.

Katekile Sales Order Format.
Katekile Sales Order Format.

Last updated October 16, 2026