Videos and Instructions for Using Juno Orders in Salesforce Lightning
One of the key features underlying the Juno Orders system is the concept of Contact Addresses. Salesforce only allows the storage of two addresses for a given contact. Since many contacts may have more than two addresses, we too this opportunity to build the Contact Address related list. Using Contact Addresses will allow you to store as many addresses as you wish for a given contact.
If you have integration with a shopping cart, the Contact Address feature becomes even more meaningful. Any address the customer adds to their profile through the shopping cart will be synchronized with the Contact Addresses for their Salesforce Contact profile.
Contact Addresses come in very handy when creating Quotes, Sales Orders, Purchase Orders and Invoices. You’ll be able to leverage Contact Addresses within each of these Juno Orders elements. This time saving feature cannot be overstated.
Already have contacts in Salesforce and you want to create useful Contact Addresses from those existing addresses? No problem. Use the “Create Contact Addresses” button to generate new Contact Addresses based on the existing Salesforce addresses for that Contact.
Document and Email Templates
JunoOrders includes a basic version of our Junodoc PDF and email template application. When you install JunoOrders, the Junodoc PDF and email templates are included and ready for you to customize for your business needs.
Junodoc is an easy to use WYSIWYG PDF and email template builder for Salesforce. The basic version only works with the JunoOrders elements. If you want the full version of Junodoc which works with all Salesforce objects, that product is available in the Salesforce Appexchange.
You should have already gone through the installation process describing how to load the pre-defined PDF and email templates for Quotes, Sales Orders, Purchase Orders, Packing Slips, and Invoices.
The video above will describe in further detail how to make use of the Junodoc application inside JunoOrders.
To change the logo, go to the Files page and locate the logo image you plan to insert into the header of your PDF templates. Right click on the image and copy the image address. Paste that link into a text file. Next, go to the header template you wish to modify. Select edit, then select the source button. You will see the link to the logo image. Replace the part of the link which corresponds to the new image you wish to add. Hit the source button again and you should see the new image.
If you need to retrieve updated HTML for use with your JunoOrders Junodoc templates, we have made these available here. When we perform updates and add new functionality, we will update the HTML templates here for your use.
Creating and Updating Products
There are six Pre-Defined Product Types by default for JunoOrders.
We cover each one of these Product Types and how they function within JunoOrders and more specifically, withing the PDF templates from JunoDOC.
Defining Customer and Vendor Accounts
Because JunoOrders considers Accounts to be either Customers or Vendors, you will want to define these within your Accounts.
This assumes you have gone through the installation process and added the “Terms” and “Account Type” to the Account layout.
For Vendors, you will set the Account Type to “Vendor”. For Customers, you will set the Account type to “Customer”. Not only is this setting used within JunoOrders, but it also applies to how Customer and Vendor Accounts are synchronized to external accounting systems like Quickbooks.
Identifying Vendor and Customer Contacts
By taking a few moments to identify the Accounts Payable contacts within your customers organizations and those Vendor Contacts within your Suppliers list, you will begin the process of truly automating the workflow to deliver those important Purchase Orders and Invoices to the correct people, every time.
Rarely has anyone said they didn’t want to invoice their customers faster. This is one of the key elements of Juno Orders.
Managing Customer Quotes
JunoOrders comes with an easy to use customer quote module. The JunoOrders Quote module takes advantage of the Contact Address and JunoDOC PDF template feature.
Working With Sales Orders
Sales Order creation is quick and easy. This video covers the creation of a Sales Order from scratch.
Creating Shipments in Juno Orders is simple and time-saving. You’ll have quick access to all shipments created for an order with complete traceability to who created the shipment and what each shipment had for contents.
Drop Shipment Purchase Order
Drop Shipment Purchase Orders are those orders that you are having a supplier ship on your behalf. Creating drop shipment Purchase Orders also takes care of adjusting the quantity to be shipped on a Sales Order. This Drop Shipment process also creates a Shipment on the Sales Order as it relates to the Purchase Order.
Both the PDF and email templates will be applied to this newly created PO. It’s important to note, that both the Account and the Contact at the Vendor must be marked appropriately. This means the Vendor needs to be marked as “Vendor” and the Contact must be marked as “Vendor Contact”. Doing so, ensures that the PO can be created and that the email will go directly to the correct Contact at the supplier.
Inventory and Supplies Purchase Orders
Inventory Purchase Orders are those Supplier Orders for items that you plan to stock on your shelves. Of course, you can also create Purchase Orders for non-inventory items that your business likes to keep track of. This video will cover these topics.
Receiving Purchase Orders
Receiving Purchase Orders is quick and easy. You can have a staged approach to allow warehouse staff to mark POs as received and then have someone else close them once a vendor Invoice number is ready to be added. Otherwise, you can “receive” and “close” in a single step.
We also cover creating a list view to display only “Open” Purchase Orders. This comes in handy whenever you need to quickly see timely and relevant information.
The following objects have Status requirements in order for Juno Orders to work properly.
- Sales Order
- Purchase Order
In order to convert a Quote into a Sales Order, the Status must be set to “Won”. In addition, there needs to be a Customer PO Number present as well.
Once the two conditions are met, the user may select the “Create Sales Order” button to create a Sales Order. The Status will then change to “Ordered”.
The default Status for the Sales Order is “Open”. If your are using our QuickBooks online integration, you have the option to use the “Billing” trigger. The Billing trigger will cause the following tasks to go in order.
- All of the line items in the quantity ordered will be converted into a single Invoice
- The Invoice will be emailed to the customer (in addition to the AP Contact)
- The Invoice will be synchronized to t QuickBooks online
- The Sales Order Status will be changed to “Closed”
If you are using our QuickBooks integration, the combination of adding a Vendor Reference (usually the Vendor Invoice Number) and changing the Status to “Closed”, will cause the Purchase Order to synchronize with QuickBooks Online.