Sales Order Process
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Debtors>Activity>Sales Order
This Is Where the User creates a new sales order.
Click Search to view any created Sales Orders to avoid Duplication
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Contract Tab Search according to your Preference
Customer Name – Allows a user to search by customer and the system will pull only the sales order for that selected customer
Date From – Select the date from which the sales order will be functional from
Sales Order Number – Search by selecting the sales order number
Sales Rep – Search by selecting the sales Rep from the drop Down Menu
Date to – Search by selecting the date to
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Custom Fields Tab
Search by Selecting from the category from the drop down arrow
Standard Tab Has Three Systems Buttons
Add Button- To insert a sales order
Amend Button-allows changes on sales order
Cancel - Cancels Sales Order
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Inserting Sales Order Lines
Click On Add
Choose The Debtor by entering a customer Code
Short Details – Short Details Of the sales Order Item
Reference – Give it A Reference
Order Number – Enter an Order Number
Sales Rep –Select a Sales Rep
Save – Save the Entries made
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Extras Button
Details - Add Extra Details Regarding this Sales Order
TrackIt Item- Link a trackit item to this sales Order
Job Number - add this sales Order to A job
Print Custom fields - Add a Tick If you want the Custom Field to reflect when printing The Sales Order
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Sales Order Lines
Details tab
Category select the category from the drop down arrow
Item Code to select an item code by hitting enter or using the”? “Long search button
Item Description – comes up when the code is selected but can be edited
Order quantity - quantity of Items Needed
Reserve Quantity this is the allocated quantity Company:
Selling Including Vat
If the Selling price including vat is not ticked
The Selling Including Vat will Be Greyed Out Company: