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Add Sales Order

Adding a new Sales order

Click on Add button to add a new sales order

Sales order window

Sales Order

Choose The Debtor by entering a customer Code

Detail Tab

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

 


Address Tab

 


Extras Button Tab

 

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

 


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: