# Sales Order Menu

# Sales Order Search

<span class="ts15">Debtors Module&gt; Activity&gt; </span><span class="ts15">Sales Order</span>

<span class="ts15"><span class="ts10">Video training manual 2016 - </span>[Click Here](https://vimeo.com/357006403)</span>

<span class="ts15">![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(3834).png)</span>

<span class="ts0">Sales </span><span class="ts0">Order processing occurs after receipt of a sales order from a customer.</span>

![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(3836).png)

Buttons defined

<table border="1" id="bkmrk-search-search-for-an" style="border-collapse: collapse; width: 98.0247%;"><colgroup><col style="width: 21.7499%;"></col><col style="width: 78.2254%;"></col></colgroup><tbody><tr><td>**<span class="ts11">Search</span>**</td><td><span class="ts0"> Search for an existing sales Order</span></td></tr><tr><td>**<span class="ts11">Add</span>**</td><td><span class="ts0">Add a new Sales Order</span></td></tr><tr><td>**<span class="ts11">Edit</span>**</td><td><span class="ts0">edit an existing sale Order</span></td></tr><tr><td>**<span class="ts11">Cancel</span>**</td><td><span class="ts0">Cancel a sales order</span></td></tr><tr><td>**<span class="ts11">Close</span>**</td><td><span class="ts0">Close a sales Order</span></td></tr><tr><td>**<span class="ts11">Create reminder</span>**</td><td><span class="ts0">Create a reminder for the sales order</span></td></tr><tr><td>**<span class="ts11">Create Stock request</span>**</td><td><span class="ts0">create a stock request</span></td></tr><tr><td>**<span class="ts11">Actions</span>**</td><td><span class="ts0">This button opens up action items that can authorize, unauthorize, confirm, confirm quantity, process a sales order</span></td></tr><tr><td>**<span class="ts11">Print/Export</span>**</td><td><span class="ts0">print sales order - or export sales order details to excel.</span></td></tr></tbody></table>

Search options

<table border="1" id="bkmrk-customer-name-allows" style="border-collapse: collapse; width: 100%; height: 167.781px;"><colgroup><col style="width: 21.284%;"></col><col style="width: 78.8149%;"></col></colgroup><tbody><tr style="height: 46.5938px;"><td style="height: 46.5938px;">**<span class="ts0">Customer Name</span>**</td><td style="height: 46.5938px;"><span class="ts0">Allows a user to search by customer and the system will pull only the sales order for that selected customer</span></td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">**<span class="ts0">Date From</span>**</td><td style="height: 29.7969px;"><span class="ts0">Select the date from which the sales order will be functional from</span></td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">**<span class="ts0">Sales Order Number</span>**</td><td style="height: 29.7969px;"><span class="ts0">Search by selecting the sales order number</span></td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">**<span class="ts0">Sales Rep</span>**</td><td style="height: 29.7969px;"><span class="ts0">Search by selecting the sales Rep from the drop-Down Menu</span></td></tr><tr style="height: 31.7969px;"><td style="height: 31.7969px;">**<span class="ts0">Date to</span>**</td><td style="height: 31.7969px;"><span class="ts0">Search by selecting the date to</span></td></tr></tbody></table>

<span class="ts11">Custom Fields Tab</span><span class="ts0"> </span>

<span class="ts0">![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(3837).png)</span>

<span class="ts0">Contract / Expand Tab</span>

<span class="ts0">Search by Selecting from the category from the drop down arrow</span>

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(2225).png)

---

#### Import Document

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-10/scaled-1680-/AlBimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-10/AlBimage.png)

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-10/scaled-1680-/ceeimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-10/ceeimage.png)

Import Template

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-10/scaled-1680-/1w7image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-10/1w7image.png)

---

#### Approvals

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-10/scaled-1680-/CdSimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-10/CdSimage.png)

**Import Back Orders**

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-10/scaled-1680-/TBoimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-10/TBoimage.png)

---

##### Import / Export

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-10/scaled-1680-/xCvimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-10/xCvimage.png)

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-10/scaled-1680-/MYNimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-10/MYNimage.png)

#### Keyboard quick keys

Quick keys help access functions using the keyboard

Used with Alt + Letter

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-12/scaled-1680-/7b7image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-12/7b7image.png)

<table border="1" id="bkmrk-search-alt-%2B-s-searc"><colgroup><col></col><col></col><col></col></colgroup><tbody><tr><td>**S**earch</td><td>Alt + s</td><td>Search for Quotes</td></tr><tr><td>**A**dd</td><td>Alt + a</td><td>Add a new Quote</td></tr><tr><td>**E**dit</td><td>Alt + e</td><td>Edits the Quote that is highlighted</td></tr><tr><td>**C**lone</td><td>Alt + c</td><td>Clone the highlighted Quote</td></tr><tr><td>Create **R**eminder</td><td>Alt + r</td><td>Creates a reminder to highlighted Quote</td></tr><tr><td>Create Stock Re**q**uest</td><td>Alt + q</td><td>Opens the dialog window for Stock Request</td></tr><tr><td>Pr**o**cess</td><td>Alt + o</td><td>Process Sales Order</td></tr><tr><td>**P**rint Sales Order</td><td>Alt + p</td><td>Print Sales Order</td></tr><tr><td>Expa**n**d / Co**n**tract</td><td>Alt + n</td><td>Expands / Contracts the header section of the window</td></tr><tr><td>Close / Cance**l**</td><td>Alt + l</td><td>Focus on the Close / Cancel split button</td></tr><tr><td>Tab Basic Search</td><td>Alt + 1</td><td>Basic Search</td></tr><tr><td>Tab Custom Search</td><td>Alt + 2</td><td>Custom Search</td></tr></tbody></table>

# Add Sales Order

#### <span style="color: rgb(0, 0, 0);"><span class="ts15">Detail Tab</span></span>

<span style="color: rgb(45, 194, 107);">**<span class="ts15">Debtors Module&gt; Activity&gt; Sales Order</span>**</span>

<span class="ts0">The Sales Orders screen will open</span>

<span class="ts0">To search for existing Sales Orders, select your search criteria and click search </span>

<span class="ts0">Search criteria can be sales order description, order number, customer name, etc</span>

<span class="ts0">Select a date range</span>

<span class="ts0">To create a new Sales Order, Click the </span>Add Button as shown below

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-07/scaled-1680-/vNwimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-07/vNwimage.png)

After clicking Add the screen below will appear

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-07/scaled-1680-/ZW8image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-07/ZW8image.png)

<span class="ts0">Add information below so that the greyed-out buttons can appear:</span>

- Select the customer/ debtor you are creating a sales order for, from the drop-down menu.
- Select the sales rep on the drop-down selection, if applicable
- Update dates if necessary
- Add description and reference
- Add order number, if applicable

Then, once you are done adding all relevant information click Save and all the greyed-out buttons will be opened as shown

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/scaled-1680-/byximage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/byximage.png)

---

#### Add Line Items

<p class="callout info">You can only add a line item after adding all the necessary information needed on the sales order details tab and all greyed buttons have been greyed out</p>

To add line items click on the middle Add Button shown below

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/scaled-1680-/kRGimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/kRGimage.png)

Then the screen below will appear

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/scaled-1680-/v78image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/v78image.png)

Select the item you wish to create a sales order for on the drop-down selection

You can also search for the item by using part of the code or the name of the item

You can change the description to match what you want to see on a sales order or leave it as it is

Enter the quantity or how many items you creating a sales order for

Make sure pricing is correct

Select a relevant warehouse if you have multiple warehouses

Select the correct VAT Type

Click Save &amp; Close if capturing numerous line items

Click Save &amp; Close if capturing a single line item

Once done

All line items will appear on the grid below

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/scaled-1680-/ujTimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/ujTimage.png)

After capturing you can send it to a relevant person to authorize the SO

Once a PO is authorized you can confirm it so the warehouse staff can confirm the quantity and start picking stock

---

#### Sales order Printing Options

After clicking confirm the printing options will pop up below:

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/scaled-1680-/IBpimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/IBpimage.png)

Click [here](https://hugeerp10.co.za/hsofmanual/books/bdm-activity/page/sales-order-confirm-qty "Confirm Sales order quantity") to see a manual on how to confirm sales order quantity

#### Keyboard quick keys for Sales Order Detail

Quick keys help access functions using the keyboard

Used with Alt + Letter

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-12/scaled-1680-/DJoimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-12/DJoimage.png)

<table border="1" id="bkmrk-search-alt-%2B-s-searc"><colgroup><col></col><col></col><col></col></colgroup><tbody><tr><td>Attachmen**t**</td><td>Alt + t</td><td>Opens the Attachment window</td></tr><tr><td>**M**emo</td><td>Alt + m</td><td>Opens the Memo window</td></tr><tr><td>Create **R**eminder</td><td>Alt + r</td><td>Opens the Reminder window</td></tr><tr><td>Send Ema**i**l Confirmation</td><td>Alt + i</td><td>Sends an email to the contact person on Confirmation of Sales Order</td></tr><tr><td>Order Histor**y**</td><td>Alt + o</td><td>Opens the Order History window</td></tr><tr><td>**F**unctions</td><td>Alt + f</td><td>Focus on the Function split button</td></tr><tr><td>**S**ave</td><td>Alt + s</td><td>Saves the sales order</td></tr><tr><td>**C**lose</td><td>Alt + c</td><td>Closes the sales order window</td></tr><tr><td>**P**rint SO</td><td>Alt + p</td><td>Print the Sales Order

</td></tr><tr><td>A**u**thorize SO</td><td>Alt + u</td><td>Authorize the Sales Order

</td></tr><tr><td>Co**n**firm SO</td><td>Alt + n</td><td>Confirm the Sales Order

</td></tr><tr><td>Pr**o**cess SO</td><td>Alt + o</td><td>Process the Sales Order

</td></tr><tr><td>T **&amp;** Cs</td><td>Alt + &amp;</td><td>Opens the Terms and Conditions window

</td></tr><tr><td>Vie**w** Quote</td><td>Alt + w</td><td>Opens the associated quote for viewing (if applicable)

</td></tr><tr><td>Re**v**ert SO</td><td>Alt + v</td><td>Resets the Sales Order to Preparation Status

</td></tr><tr><td>**A**dd  
</td><td>Alt + a</td><td>Opens a New Sales Order Line Detail window

</td></tr><tr><td>**E**dit</td><td>Alt + e</td><td>Opens the Sales Order Line Detail window for the selected sales order line

</td></tr><tr><td>**D**elete</td><td>Alt + d</td><td>Deletes the selected line from the sales order

</td></tr><tr><td>**Q**uick Add</td><td>Alt + q</td><td>Opens the quick add window to add a sales order line to the sales order

</td></tr><tr><td>**B**arcode</td><td>Alt + b</td><td>Opens the Barcode window to add an item using barcode scanning

</td></tr><tr><td>Attachment Button</td><td>Alt + 0</td><td>Focus on the Attachment button</td></tr><tr><td>Tab Sales Order Detail</td><td>Alt + 1</td><td>Sets the tab notebook to the Sales Order Detail tab</td></tr><tr><td>  
</td><td>Alt + 2</td><td>Pressing Alt + 2 repeatedly will step through the various tabs in the tabnotebook</td></tr></tbody></table>

#### Keyboard quick keys for Sales Order Line Item Detail

Quick keys help access functions using the keyboard

Used with Alt + Letter

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-12/scaled-1680-/eQpimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-12/eQpimage.png)

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-12/scaled-1680-/TSTimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-12/TSTimage.png)

<table border="1" id="bkmrk-inventory%C2%A0overview-a" style="width: 87.0238%;"><colgroup><col style="width: 20.8162%;"></col><col style="width: 9.17437%;"></col><col style="width: 69.982%;"></col></colgroup><tbody><tr><td>Inventory **O**verview</td><td>Alt + o</td><td>Opens the Inventory Overview window</td></tr><tr><td>View **I**mage</td><td>Alt + i</td><td>Opens the View Image window</td></tr><tr><td>**T**ask Link</td><td>Alt + t</td><td>Opens the Special Item window</td></tr><tr><td>**C**lose</td><td>Alt + c</td><td>Closes the Sales Order window</td></tr><tr><td>**R**eminder</td><td>Alt + r</td><td>Opens the Reminder window</td></tr><tr><td>**F**unctions</td><td>Alt + f</td><td>Focus on the Function split button</td></tr><tr><td>Save &amp; **N**ew</td><td>Alt + n</td><td>Saves the Sales Order Item Detail window and opens a new SO Item window

</td></tr><tr><td>Sa**v**e &amp; Close</td><td>Alt + v</td><td>Saves the Sales Order Item Detail window and then closes the window

</td></tr><tr><td>**U**pdate Cost  
</td><td>Alt + u</td><td>Updates the cost of the selected item to the latest cost price

</td></tr><tr><td>Reca**l**culate Item</td><td>Alt + l</td><td>Recalculates the Sales Order Item's values Mark-Up %, Costs etc.

</td></tr><tr><td>Inventory Overview</td><td>Alt + 0</td><td>Focus on the Inventory Over button

</td></tr><tr><td>Tab Quote Item Detail</td><td>Alt + 1</td><td>Sets the tab notebook to the Quote Item Detail tab</td></tr><tr><td>  
</td><td>Alt + 2</td><td>Pressing Alt + 2 repeatedly will step through the various tabs in the tab notebook</td></tr></tbody></table>

# Advanced Add Sales Order

Adding a new Sales order

Click on Add button to add a new sales order

![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(3838).png)

Sales order window

![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(403).png)

### Sales Order

<span class="ts0">Choose The Debtor by entering a customer Code</span>

<span class="ts0">Detail Tab</span>

![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(3839).png)

<table border="1" id="bkmrk-short-details-short-"><colgroup><col></col><col></col></colgroup><tbody><tr><td>**<span class="ts0">Short Details</span>**</td><td><span class="ts0">Short Details Of the sales Order Item</span></td></tr><tr><td>**<span class="ts0">Reference</span>**</td><td><span class="ts0">Give it A Reference</span></td></tr><tr><td>**<span class="ts0">Order Number</span>**</td><td><span class="ts0">Enter an Order Number</span></td></tr><tr><td>**<span class="ts0">Sales Rep</span>**</td><td><span class="ts0">Select a Sales Rep</span></td></tr></tbody></table>

---

Address Tab

![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(3840).png)

---

<span class="ts11">Extras</span><span class="ts11"> Tab</span>

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(405).png)

<table border="1" id="bkmrk-details-add-extra-de"><colgroup><col></col><col></col></colgroup><tbody><tr><td>**<span class="ts0">Details</span>**</td><td><span class="ts0">Add Extra Details Regarding this Sales Order</span></td></tr><tr><td>**<span class="ts0">TrackIt Item</span>**</td><td><span class="ts0">Link </span><span class="ts0">a trackit item to this sales Order</span></td></tr><tr><td>**<span class="ts0">Job </span><span class="ts0">Number</span>**</td><td><span class="ts0">Add t</span><span class="ts0">his sales Order to A job</span></td></tr><tr><td>**<span class="ts0">Print Custom fields</span>**</td><td><span class="ts0">Add a Tick If you want the Custom Field to reflect when printing The Sales Order</span></td></tr></tbody></table>

---

### <span class="ts11">Sales Order Lines</span>

<span class="ts0">Details tab</span>

![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(2125).png)

<span class="ts0">Category select the category from the drop down arrow</span>

<span class="ts0">Item Code to select an item code by hitting enter or using the”? “Long search button</span>

<table border="1" id="bkmrk-item-description-com"><colgroup><col></col><col></col></colgroup><tbody><tr><td><span class="ts0">Item Description</span></td><td><span class="ts0">comes up when the code is selected but can be edited</span></td></tr><tr><td><span class="ts0">Order quantity</span></td><td><span class="ts0">quantity of Items Needed</span></td></tr></tbody></table>

<span class="ts0">Reserve Quantity this is the allocated quantity Company:</span>

<span class="ts0">Selling Including Vat</span>

<span class="ts0">If the Selling price including vat is not ticked</span>

<span class="ts0">The Selling Including Vat will Be Greyed Out Company:</span>

---

#### <span class="ts0">Authorise</span><span class="ts2"> Sales Order</span>

<span class="ts0">Changes The sales order Status to Authorized</span>

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(557).png)

#### <span class="ts2">Unauthorize Sales Order</span>

<span class="ts0">Reverts the Authorized Sales order back to preparation Stage</span>

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(559).png)

---

#### <span class="ts0">Change Warehouse</span>

<span class="ts0">The change warehouse allows the user to change the warehouse selected on the items </span><span class="ts0">lines to another warehouse that has the stock available</span><span class="ts0">.</span><span class="ts2"> </span>

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(556).png)

---

#### Commission line item percentage update

Commission line item percentage will be updated to documents at the time it adds the line.

There is a new field on each document line to handle the line percentage.

All documents to contain this line percentage

1. Quote
2. Sales Order
3. Invoice
4. Credit Note

When promoting the document, the original percentage will be copied between the documents.

When the Sales order is promoted from Sales order to commercial invoice, the percentage will be worked out on the percentage saved on the line.

<p class="callout info">If the commission line is blank, then the commission % will be gotten from the item line</p>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-10/scaled-1680-/t48image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-10/t48image.png)

---

#### <span class="ts0">Import sales order items</span>

<span class="ts15">Debtors&gt;Activity&gt; </span><span class="ts15">S</span><span class="ts15">ales Order&gt; Import Items</span>

<span class="ts0">I</span><span class="ts0">mporting items in the system is the quickest way to bring in large data at once </span><span class="ts0">and this can be done for a sales order items</span>

1. <span class="ts0">Click on Import items</span>
2. Select your file to upload
3. Import
4. and close.

### <span class="ts15"> </span><span class="ts15"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(573).png)

<span class="ts0">The file to be imported must be in a CSV format.</span>

<span class="ts0">Click on the Select Files… button to open the navigate window allowing the user to navigate to the file to be imported.</span>

<span class="ts0">Once the desired file has been located either double click on the file or click the Open button.</span>

<span class="ts0">Now click on the Upload button. If the upload was successful a window will appear confirming that the upload was successful. Click Ok.</span>

<span class="ts0">The Import button now becomes enabled allowing the user to click on the Import button to import the file.</span>

<span class="ts0">An Import Report will open displaying any errors in the import or displaying the successful sales order items import.</span>

<p class="callout info"><span class="ts11">Please </span>Note: <span class="ts0">All successful records will be imported, and errors will be skipped. </span><span class="ts0">The column headings can be left in the import file providing that the heading is as per the sample below.</span></p>

<span class="ts0">Confirmation Type</span>

<span class="ts0">The 3 types to be used are:</span>

<table border="1" id="bkmrk-confirmation-invoice"><colgroup><col></col></colgroup><tbody><tr><td><span class="ts0">Confirmation</span></td></tr><tr><td><span class="ts0">Invoice</span></td></tr><tr><td><span class="ts0">Invoice &amp; Process</span></td></tr></tbody></table>

<span class="ts0">Import File Layout</span>

<div class="block0" id="bkmrk-no.-heading-value-1-"><table class="tbl4"><tbody><tr class="row1"><td class="cell22"><span class="ts0">No.</span>

</td><td class="cell15"><span class="ts0">Heading</span>

</td><td class="cell23"><span class="ts48">Value</span>

</td></tr><tr class="row1"><td class="cell22"><span class="ts0">1</span>

</td><td class="cell15"><span class="ts0">ItemCode</span>

</td><td class="cell23"><span class="ts48">PEN001</span>

</td></tr><tr class="row1"><td class="cell22"><span class="ts0">2</span>

</td><td class="cell15"><span class="ts0">Description</span>

</td><td class="cell23"><span class="ts48">Red Pen</span>

</td></tr><tr class="row1"><td class="cell22"><span class="ts0">3</span>

</td><td class="cell15"><span class="ts0">OrderQTY</span>

</td><td class="cell23"><span class="ts48">2</span>

</td></tr><tr class="row1"><td class="cell24"><span class="ts0">4</span>

</td><td class="cell25"><span class="ts0">ReserveQty</span>

</td><td class="cell26"><span class="ts48">0</span>

</td></tr><tr class="row1"><td class="cell22"><span class="ts0">5</span>

</td><td class="cell15"><span class="ts0">ConfirmationType</span>

</td><td class="cell23"><span class="ts48">Confirmation</span>

</td></tr><tr class="row1"><td class="cell22"><span class="ts0">6</span>

</td><td class="cell15"><span class="ts0">SellingExVAT</span>

</td><td class="cell23"><span class="ts48">100</span>

</td></tr><tr class="row1"><td class="cell22"><span class="ts0">7</span>

</td><td class="cell15"><span class="ts0">CostExVAT</span>

</td><td class="cell23"><span class="ts0">75</span>

</td></tr><tr class="row1"><td class="cell24"><span class="ts0">8</span>

</td><td class="cell25"><span class="ts0">Warehouse</span>

</td><td class="cell26"><span class="ts48">Master</span>

</td></tr><tr class="row1"><td class="cell22"><span class="ts0">9</span>

</td><td class="cell15"><span class="ts0">LineDiscount</span>

</td><td class="cell23"><span class="ts0"> </span>

</td></tr><tr class="row1"><td class="cell22"><span class="ts0">10</span>

</td><td class="cell15"><span class="ts0">LineRef</span>

</td><td class="cell23"><span class="ts0"> </span>

</td></tr><tr class="row1"><td class="cell22"><span class="ts0">11</span>

</td><td class="cell15"><span class="ts0">Notes</span>

</td><td class="cell23"><span class="ts0"> </span>

</td></tr><tr class="row1"><td class="cell22"><span class="ts0">12</span>

</td><td class="cell15"><span class="ts0">ItemGroup</span>

</td><td class="cell23"><span class="ts0"> </span>

</td></tr><tr class="row1"><td class="cell22"><span class="ts0">13</span>

</td><td class="cell15"><span class="ts0">Points</span>

</td><td class="cell23"><span class="ts0">15</span>

</td></tr></tbody></table>

</div><span class="ts0"> </span>

---

### <span class="ts0">Buttons Defined</span>


#### <span class="ts0">Create Stock Request</span>

**<span class="ts15">Debtors&gt;Activity&gt;</span><span class="ts15"> Edit </span>**<span class="ts15">**Sales Orde**r</span><span class="ts0"> </span>

![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(555).png)

<span class="ts0"> </span><span class="ts0">Storeman &gt; Select your name from the Drop down List</span>

<span class="ts0">Add date required by</span>

<span class="ts0">And Click Continue</span>

<span class="ts0">The three options in the dropdown,</span>

<span class="ts0">Request for Purchase Order</span>

<span class="ts0">Request for Quote</span>

<span class="ts0">Request Create Job Picking Slip</span>

<span class="ts0">are simply a suggestion from the Stock Request originator to the recipient of what action must be taken when processing the Stock Request.</span>

<div aria-label="Page Section Options" class="pointer-container" id="bkmrk-%C2%A0-13" refs="pointer@pointer" tabindex="-1"><div class="pointer flex-container-row items-center justify-space-between p-s anim is-page-editable"><div class="flex-container-row items-center gap-s" refs="pointer@mode-section"><button class="text-button icon px-xs" title="Permalink mode, Press to show include tag"><svg class="svg-icon" data-icon="link" role="presentation" viewbox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"></svg></button><div class="input-group"> <button class="button outline icon" title="Copy Link" type="button"><svg class="svg-icon" data-icon="copy" role="presentation" viewbox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"></svg></button></div></div><svg class="svg-icon" data-icon="edit" role="presentation" viewbox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"></svg></div></div>

# Sales order default settings

<span class="ts2">Sales Order </span><span class="ts2">Process Date S</span><span class="ts2">etup</span>

<span class="ts10">Video training manual 201</span><span class="ts10">9</span><span class="ts10"> - </span>[Click Here](https://vimeo.com/376441909)

<span class="ts0">Set up the sales order process date, that is either current or by a sales order date .</span>

<span class="ts0">When you process the sales order, it will either select the sales order date or make it current.</span>

<span class="ts0">By default the system will choose current date.</span>

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(1943).png)

# Sales Order Bypass WIP and Reserve stock

This function disables stock WIP movements and reserve stock.

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/scaled-1680-/image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/image.png)

New tick box on Sales order

<p class="callout warning">WARNING:  
Activating this tick will not reserve stock and does not check for stock.  
Full sales order will be moved to invoice, no part sales orders used  
</p>

<p class="callout info">No part sales orders are allowed if Bypass WIP is active</p>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/scaled-1680-/qt5image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/qt5image.png)

Sales order warning

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/scaled-1680-/BqAimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/BqAimage.png)

Sales order lines disabled

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/scaled-1680-/RwOimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/RwOimage.png)

---

#### Sales Order Confirmation

Individual confirms are disable if the Bypass WIP is on

Double click or Confirm Qty will show up a warning to say that this sales order has been marked for Bypass WIP, therefore only confirm All will work.

These items are disabled if the Bypass tick is on  
Scan Tab is disabled  
ScanSKU is disabled  
Confirm Scan disabled

Confirm All works and will confirm all the items, whether there is stock or not.

The reason for this is because no stock movements take place for WIP and no stock is reserved.

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/scaled-1680-/nNvimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/nNvimage.png)

Only Confirm All and Un-confirm All is available

Confirm All ignores quantity on hand as it is not moving any items to WIP or reserving items

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/scaled-1680-/Lfzimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/Lfzimage.png)

Processing a Bypass WIP sales order

<table border="1" id="bkmrk-invoice-this-moves-t" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 26.3401%;"></col><col style="width: 73.6599%;"></col></colgroup><tbody><tr><td>**Invoice**</td><td>This moves the sales order to invoice but does not reserve anything in the invoice WIP or moves anything out of sales order WIP as it did not have anything reserved in sales order WIP

This does the same function as the Sales order to invoice release WIP

</td></tr><tr><td>**Invoice and Process**</td><td>Processes the invoice but does not take anything out of sales order WIP or invoice WIP it will run like a normal invoice taking stock out of one hand</td></tr><tr><td>**Invoice and Payment**</td><td>Processes the invoice but does not take anything out of sales order WIP or invoice WIP it will run like a normal invoice taking stock out of one hand</td></tr></tbody></table>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/scaled-1680-/t7nimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/t7nimage.png)

# Serial Number Import (Sales Order Confirm)

When picking large orders leaving from CSN, serials can be picked using this import.

An example XML file is attached.

See attached video. [Click Here](https://hugeerp.co.nz/manual/attachments/33)

<span style="color: rgb(45, 194, 107);">**Debtors Module &gt; Activity &gt; Sales Order Confirm**</span>

- <span style="color: rgb(0, 0, 0);">Find the sales order you are wanting to import serial numbers for</span>
- <span style="color: rgb(0, 0, 0);">Double click to open the sales order</span>

[![image.png](https://hugeerp.co.nz/manual/uploads/images/gallery/2026-02/scaled-1680-/LYdimage.png)](https://hugeerp.co.nz/manual/uploads/images/gallery/2026-02/LYdimage.png)

- Click **Start** to begin your picking. You won’t be able to import serial numbers until you have clicked **Start**.

[![image.png](https://hugeerp.co.nz/manual/uploads/images/gallery/2026-02/scaled-1680-/EZBimage.png)](https://hugeerp.co.nz/manual/uploads/images/gallery/2026-02/EZBimage.png)

- Click the "**Functions**" drop-down menu
- Click on "**Serial Import/Export**"

[![image.png](https://hugeerp.co.nz/manual/uploads/images/gallery/2026-02/scaled-1680-/EsPimage.png)](https://hugeerp.co.nz/manual/uploads/images/gallery/2026-02/EsPimage.png)

A window will appear allowing you to export a template that can be used for the import.

- Click on "**Template**" this will download an excel file

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-02/scaled-1680-/mNtimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-02/mNtimage.png)

- Enter the serial numbers into the spreadsheet, with each item listed on a separate line as shown below.
- Save the file to your computer.

[![image.png](https://hugeerp.co.nz/manual/uploads/images/gallery/2026-02/scaled-1680-/OErimage.png)](https://hugeerp.co.nz/manual/uploads/images/gallery/2026-02/OErimage.png)

- Go back to the "**Serial Number Import/Export**" Screen
- Click "**Select File**"

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-02/scaled-1680-/xzzimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-02/xzzimage.png)

- Find the file you have saved.
- "**Double Click**" the file or click "**Open**"

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-02/scaled-1680-/wz2image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-02/wz2image.png)

You should get a Successful Import

- Click "**Verify**"

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-02/scaled-1680-/QRLimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-02/QRLimage.png)

You should again get a successful for verification

- Click "**Import**"

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-02/scaled-1680-/FNRimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-02/FNRimage.png)

You should then get a Successful for Import.

Click "**Close**"

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-02/scaled-1680-/GZ6image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-02/GZ6image.png)

You can go check to make sure by clicking the "**Show Lines**" button

You will see the "**Received Qty**" values update.

[![image.png](https://hugeerp.co.nz/manual/uploads/images/gallery/2026-02/scaled-1680-/bcmimage.png)](https://hugeerp.co.nz/manual/uploads/images/gallery/2026-02/bcmimage.png)