Eliza at 00:09, 3 March 2011

2011-03-03T00:09:40Z

Eliza at 00:07, 3 March 2011

2011-03-03T00:07:12Z

Admin: Created page with " More Detail= Back Orders Cash Sale Convert To Supplier Customer Customer General Tab Customer List [[Delivery Docket List]..."

2011-01-19T00:49:27Z

Created page with "<menu name=myMenu align=center> More Detail= Back Orders Cash Sale Convert To Supplier Customer Customer General Tab Customer List [[Delivery Docket List]..."

New page

<menu name=myMenu align=center>
More Detail=
[[Back Orders]]
[[Cash Sale]]
[[Convert To Supplier]]
[[Customer]]
[[Customer General Tab]]
[[Customer List]]
[[Delivery Docket List]]
[[Export Customer List]]
[[Invoice]]
[[Invoice List]]
[[Marketing Ratios Report]]
[[Merge Customers]]
[[Print Invoices]]
[[Product Express List]]
[[Quote]]
[[Quote List]]
[[Refunds]]
[[Sales Order]]
[[Sales Order List]]
[[Sales Pipeline]]
[[Sales Ratio Report]]
[[Sales Reports]]
</menu>
== Overview ==

← Older revision		Revision as of 00:07, 3 March 2011
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	</menu>		</menu>
	== Overview ==		== Overview ==
		+
		+	A Sales Order (Pro-forma Invoice) is created when someone orders products from you. A Sales Order does not post
		+	anything to your Chart of Accounts. It is a non-posting transaction and has no financial impact until it is converted to
		+	an Invoice. Products allocated to a Sales Order are not taken out of stock; Their 'In Stock' levels are not changed but
		+	the product's 'Available' level will be reduced as they have been 'Allocated to a SO'.
		+
		+	'''How To Create a Sales Order'''
		+
		+	*Select the Sales Order button displayed within the Sales Tab.
		+	*Select the Customer Name from the drop down list; this will auto fill the Order To and Ship To fields.
		+	*If different details are required, delete the current details and add new ones.
		+	*Order To details show the Customer to receive the Sales Order.
		+	*Ship To details show where the goods will be delivered once the Sales Order is shipped.
		+
		+	*Add a P.O. Number if the Customer has provide one.
		+	*Select the Representative for this Customer if it is different to the default Rep or the logged in user.
		+	*Select the Department from the drop down list.
		+	*Click on the 'Choose Template' check box if you want to select a different Sales Order Template.
		+
		+	*Select the date of the Sales Order if different to the current date.
		+	*Add a Sales Order No. if you need to use a different one to the system default.
		+	*If the Customer is to be invoiced in a Foreign Currency, you can select the required currency from the drop down
		+	list and alter the Exchange Rate if required. NB This does not alter the default Exchange settings.
		+
		+	*Select a Ship Date.
		+	*Select a shipping method from the drop down list.
		+	*Customer Terms will auto load from the Customer card. They can be changed at this point if required.
		+	*Select a Due Date to indicate when the Customer expects delivery of the order.
		+	*Select 'Is Future Order' if goods are to be ordered ready for a future order.
		+
		+	'''Internal Orders'''
		+
		+	An internal order is required to manufacture a product to be put into stock. Tick the Internal Order button and an invoice
		+	is not required when completing the manufacture process. See also[[ Preferences]] for Manufacturing.
		+
		+	'''Sales Order Line Columns'''
		+
		+
		+	'''Name''' Select a Product using the 'Name' drop-down field. When you select a product, its details
		+	populate from the Product Card into its line in the Invoice.
		+
		+	'''Units''' Displays the default Unit of Measure for the product - change if required
		+
		+	'''Ordered '''Enter Quantity Ordered
		+
		+	'''Shipped '''Displays if turned on in Preferences. Enter the quantity allocated to be shipped
		+
		+	'''BO '''Displays the difference between Ordered and shipped and these will be placed on Back Order
		+
		+	'''Description '''Displays the Sales Description from the product card
		+
		+	'''Product Description Memo''' Displays the extended "Memo" description from the Product Card
		+
		+	'''Cost (Inc)''' Displays the Cost (Inc) per unitof the product from the product card - this cost should not be
		+	changed.
		+
		+	'''Price (Inc) '''Displays the Price (Inc) per unit from the product card after allowing for any quantity or customer
		+	discounts
		+
		+	'''Profit (Inc)''' Displays the Profit Inc in currency calculated from the cost and price
		+
		+	'''Gross%'''
		+
		+	'''%Profit (Ex)''' Displays the Profit (ex) as a percentage
		+
		+	'''Code''' Displays the Tax code from the Product File
		+
		+	'''Tax''' Displays the Tax amount
		+
		+	'''Discount($) '''Enter the amount of any additional discount given in currency
		+
		+	'''Discount(%)''' Enter the amount of any additional discount as a percentage
		+
		+	'''Amount(Inc)''' Displays the total amount for thr line, being quantity x price less discount
		+
		+	'''Auto Create Order?'''
		+
		+	'''Ordered? '''
		+
		+	'''Memo Line''' Enter here any comments specific to this line item
		+
		+	'''Ship Date''' This is the Sip Date used by Manufacturing - enter the date required
		+
		+	'''SalesLinesCust Field #''' User defined custom field no #
		+
		+
		+	Note that when you type in the Ordered quantity, one or both of the next 2 fields will populate. If the chosen
		+	Department has these items in stock, ERP will automatically populate the Shipped field. If the Department does not
		+	have these items in stock, the BO field will be populated.
		+
		+
		+	Press the down arrow in your keyboard ( ) to add more products to the Invoice
		+
		+	Any relevant notes can be added to the Comments field. These will appear on the Sales Order when printed,
		+	faxed or emailed to the Customer.
		+	Related documents or files can be attached to the Sales Order in the comments field using the drag and drop
		+	function.
		+	Any relevant details can be added to the Picking Instructions field. These notes will not appear on the Customer
		+	copy of the Sales Order when printed, faxed or emailed.
		+
		+	To add Consignment Note details, click in the Consignment Note field and enter the details.
		+	The total cost of items on the invoice will be displayed if switched on in preferences.
		+	The overall markup as a percentage of the invoice total will be displayed if switched on in preferences.
		+
		+	Your basic Invoice is done. You can now save it by clicking on 'Save', print it by clicking on 'Print', or preview it
		+	before printing by clicking on 'Preview'. You can also print a delivery docket or picking slip
		+
		+	To Preview the Sales Order, select the Preview button.
		+	To Print the Sales Order, select the Print button.
		+	To Print the Picking Slip, select the Print Pick button.
		+	To Print the Delivery Docket, select the Del Docket button.
		+
		+	To complete the Sales Order without producing an Invoice, select the 'Complt no Invc' button.
		+
		+	To create a Prepayment for this Sales Order, select the Prepayment button.
		+	To copy the Sales Order to an Invoice, select the Copy to Invoice button.
		+
		+	To copy the Sales Order to a Cash Sale, select the Copy to Cash button.
		+	To copy the Sales Order to a Smart Order, select the Copy to Smart button.
		+
		+	To email the Sales Order to the Customer, select the 'Email' button.
		+	To Fax the Sales Order to the Customer, select the 'Fax' button.
		+	The Sub Total, Tax Total and Sales Order Total are displayed in their respective fields.
		+	Select the Save button to complete the Sales Order.

Sales Order - Revision history

Eliza at 00:09, 3 March 2011

Eliza at 00:07, 3 March 2011

Admin: Created page with " More Detail= Back Orders Cash Sale Convert To Supplier Customer Customer General Tab Customer List [[Delivery Docket List]..."