Add Sales Order

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Debtors> Activity> Sales Order 

This Is Where the User createsAdding a new salesSales order.order

Click Search to view any created Sales Orders to avoid Duplication.

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

 

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

 

 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

 

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: