Add Sales Order

Detail Tab

Debtors Module> Activity> Sales Order

The Sales Orders screen will open

To search for existing Sales Orders, select your search criteria and click search 

Search criteria can be sales order description, order number, customer name, etc

Select a date range

To create a new Sales Order, Click the Add Button as shown below

After clicking Add the screen below will appear

Add information below so that the greyed-out buttons can appear:

• 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

---

Add Line Items

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

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

Then the screen below will appear

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 & Close if capturing numerous line items 

Click Save & Close if capturing a single line item

Once done 

All line items will appear on the grid below

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:

Click here 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

Attachment	Alt + t	Opens the Attachment window
Memo	Alt + m	Opens the Memo window
Create Reminder	Alt + r	Opens the Reminder window
Send Email Confirmation	Alt + i	Sends an email to the contact person on Confirmation of Sales Order
Order History	Alt + o	Opens the Order History window
Functions	Alt + f	Focus on the Function split button
Save	Alt + s	Saves the sales order
Close	Alt + c	Closes the sales order window
Print SO	Alt + p	Print the Sales Order
Authorize SO	Alt + u	Authorize the Sales Order
Confirm SO	Alt + n	Confirm the Sales Order
Process SO	Alt + o	Process the Sales Order
T & Cs	Alt + &	Opens the Terms and Conditions window
View Quote	Alt + w	Opens the associated quote for viewing (if applicable)
Revert SO	Alt + v	Resets the Sales Order to Preparation Status
Add	Alt + a	Opens a New Sales Order Line Detail window
Edit	Alt + e	Opens the Sales Order Line Detail window for the selected sales order line
Delete	Alt + d	Deletes the selected line from the sales order
Quick Add	Alt + q	Opens the quick add window to add a sales order line to the sales order
Barcode	Alt + b	Opens the Barcode window to add an item using barcode scanning
Attachment Button	Alt + 0	Focus on the Attachment button
Tab Sales Order Detail	Alt + 1	Sets the tab notebook to the Sales Order Detail tab
	Alt + 2	Pressing Alt + 2 repeatedly will step through the various tabs in the tabnotebook

Keyboard quick keys for Sales Order Line Item Detail

Quick keys help access functions using the keyboard

Used with Alt + Letter

Inventory Overview	Alt + o	Opens the Inventory Overview window
View Image	Alt + i	Opens the View Image window
Task Link	Alt + t	Opens the Special Item window
Close	Alt + c	Closes the Sales Order window
Reminder	Alt + r	Opens the Reminder window
Functions	Alt + f	Focus on the Function split button
Save & New	Alt + n	Saves the Sales Order Item Detail window and opens a new SO Item window
Save & Close	Alt + v	Saves the Sales Order Item Detail window and then closes the window
Update Cost	Alt + u	Updates the cost of the selected item to the latest cost price
Recalculate Item	Alt + l	Recalculates the Sales Order Item's values Mark-Up %, Costs etc.
Inventory Overview	Alt + 0	Focus on the Inventory Over button
Tab Quote Item Detail	Alt + 1	Sets the tab notebook to the Quote Item Detail tab
	Alt + 2	Pressing Alt + 2 repeatedly will step through the various tabs in the tab notebook