Advanced 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  Tab   Details Add Extra Details Regarding this Sales Order TrackIt Item Link  a trackit item to this sales Order Job  Number Add t his 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: Authorise  Sales Order Changes The sales order Status to Authorized   Unauthorize Sales Order Reverts the Authorized Sales order back to preparation Stage   Change Warehouse The change warehouse allows the user to change the warehouse selected on the items  lines to another warehouse that has the stock available .     Commission line item percentage update Commission line item percentage will be updated to documents at the time it adds the line. There is a new field on each document line to handle the line percentage. All documents to contain this line percentage Quote Sales Order Invoice Credit Note When promoting the document, the original percentage will be copied between the documents. When the Sales order is promoted from Sales order to commercial invoice, the percentage will be worked out on the percentage saved on the line. If the commission line is blank, then the commission % will be gotten from the item line Import sales order items Debtors>Activity>  S ales Order> Import Items I mporting items in the system is the quickest way to bring in large data at once  and this can be done for a sales order items Click on Import items Select your file to upload Import and close.     The file to be imported must be in a CSV format. Click on the Select Files… button to open the navigate window allowing the user to navigate to the file to be imported. Once the desired file has been located either double click on the file or click the Open button. Now click on the Upload button. If the upload was successful a window will appear confirming that the upload was successful. Click Ok. The Import button now becomes enabled allowing the user to click on the Import button to import the file. An Import Report will open displaying any errors in the import or displaying the successful sales order items import. Please  Note:  All successful records will be imported, and errors will be skipped.  The column headings can be left in the import file providing that the heading is as per the sample below. Confirmation Type The 3 types to be used are: Confirmation Invoice Invoice & Process Import File Layout No. Heading Value 1 ItemCode PEN001 2 Description Red Pen 3 OrderQTY 2 4 ReserveQty 0 5 ConfirmationType Confirmation 6 SellingExVAT 100 7 CostExVAT 75 8 Warehouse Master 9 LineDiscount   10 LineRef   11 Notes   12 ItemGroup   13 Points 15   Buttons Defined Create Stock Request Debtors>Activity>  Edit  Sales Orde r     Storeman > Select your name from the Drop down List Add date required by And Click Continue The three options in the dropdown, Request for Purchase Order Request for Quote Request Create Job Picking Slip are simply a suggestion from the Stock Request originator to the recipient of what action must be taken when processing the Stock Request.