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 |
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| 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: