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