Eliza at 00:11, 3 March 2011

2011-03-03T00:11:20Z

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

2011-01-19T00:49:37Z

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 00:11, 3 March 2011
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	</menu>		</menu>
	== Overview ==		== Overview ==
		+
		+	The Sales Order List is a report on all the sales orders created within your ERP database. You can convert a Sales
		+	Order to an Invoice from within the Sales Order List. The Sales Order List is directly linked to the Back Orders by
		+	Sales Order list at the touch of a button. All Future Sales Orders can be viewed by selecting the relevant radio button
		+	from within the Sales Order List.
		+
		+	Ways Lists in ERP can be Manipulated:
		+
		+	*[[Filtering Lists]]
		+	*[[Searching f5 f6 f7]]
		+	*[[Customising Lists]]
		+	*[[Report Printing Options]]
		+	*[[Export Data]]
		+
		+	'''How to use Invoice List'''
		+
		+	*Select the Sales tab
		+	*Select the Sales Order List button
		+
		+	*Select the 'Show Layby's' tick box, if you are using the POS Layby function, to view a list of all Layby's in the
		+	system.
		+	*Select the required list by choosing the relevant radio button, i.e. 'Sales Orders'; 'Future Orders'; 'Converted';
		+	*'All Sales Orders'. e.g. The Converted list displays all Sales Orders that have been converted to an Invoice.
		+	*The 'Total Records' will be displayed at the bottom left of screen for any list selection.
		+	*Double-click to drill into the Sales Orders listed. The converted Sales Orders will have a notation "Has Been
		+	*Converted" to identify that conversion has taken place.
		+	*Select the 'Backorders' button to view the list of Back Order by Sales Order entered.
		+	*Refer to 'BackOrders' for further instructions on placing back orders.
		+	*Select the 'SO List' button to return to the Sales Order List.
		+
		+	NB: Some letters are underlined within all ERP screens. If you are a keyboard person rather than a mouse person,
		+	this functionality is for you…
		+
		+	*To select some commands without using your mouse you can use the ALT function key and select the relevant
		+	underlined letter on your keyboard to load the entry, e.g. to Close the Sales Order List, select the ALT keyboard
		+	key and the letter 'c' on your keyboard at the same time.
		+	*Select the 'New' button to open and create a new Sales Order.
		+	*Refer to Sales Order for instructions on data entry.
		+	*Highlight a Sales Order from the list that you wish to convert to an Invoice.
		+	*Select the 'Invoice' button.
		+	*The Sales Order will automatically be converted to an Invoice, and the Invoice will display on-screen. (Refer to
		+	Preferences/Sales for options.)
		+	*This newly converted Sales Order to Invoice will now be displayed in the Converted list.
		+
		+	*Select the 'Ctrl' keyboard button and highlight multiple Sales Orders for the SAME Customer to merge the Sales
		+	Order into one invoice.
		+	*Select the 'Invoice' button.
		+	*The Sales Orders will automatically be converted to ONE Invoice, and the Invoice will display on-screen. (Refer to
		+	Preferences/Sales for options.)
		+	*Select the 'Close' button to close the Sales Order List, either with your mouse or by 'ALT c'

Sales Order List - Revision history

Eliza at 00:11, 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]..."