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 Attachmen t Alt + t Opens the Attachment window M emo Alt + m Opens the Memo window Create  R eminder Alt + r Opens the Reminder window Send Ema i l Confirmation Alt + i Sends an email to the contact person on Confirmation of Sales Order Order Histor y Alt + o Opens the Order History window F unctions Alt + f Focus on the Function split button S ave Alt + s Saves the sales order C lose Alt + c Closes the sales order window P rint SO Alt + p Print the Sales Order A u thorize SO Alt + u Authorize the Sales Order Co n firm SO Alt + n Confirm the Sales Order Pr o cess SO Alt + o Process the Sales Order T  &  Cs Alt + & Opens the Terms and Conditions window Vie w  Quote Alt + w Opens the associated quote for viewing (if applicable) Re v ert SO Alt + v Resets the Sales Order to Preparation Status A dd Alt + a Opens a New Sales Order Line Detail window E dit Alt + e Opens the Sales Order Line Detail window for the selected sales order line  D elete Alt + d Deletes the selected line from the sales order Q uick Add Alt + q Opens the quick add window to add a sales order line to the sales order B arcode 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  O verview Alt + o Opens the Inventory Overview window View  I mage Alt + i Opens the View Image window T ask Link Alt + t Opens the Special Item window C lose Alt + c Closes the Sales Order window R eminder Alt + r Opens the Reminder window F unctions Alt + f Focus on the Function split button Save &  N ew Alt + n Saves the Sales Order Item Detail window and opens a new SO Item window Sa v e & Close Alt + v Saves the Sales Order Item Detail window and then closes the window U pdate Cost Alt + u Updates the cost of the selected item to the latest cost price Reca l culate 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