This is to create, edit or print sales order.
Sales Order has no effects on inventory movement and G/L entries.
To Create New Sales Order
Go to Sales > Sales Order
Click on Create A New Sales Order
You may key in the details of this new document or copy/transfer from other document.
It is, however, advisable to use 'Transfer from other document' because it can be traced and the outstanding reports will be meaningful.
(Here I am going to transfer document from Quotation)
Debtor: will be displayed automatically (as per transferred document)
To/Address: the info will be displayed according to selected debtor code.
Branch: specify the branch of this debtor (if any)
SO No: <<New>> means to follow auto-running numbering (maintained at Document Numbering Format Maintenance), and the next possible number is displayed at the top bar of the window. You may click on it to key in any number you like.
Date: system date is automatically captured, you may click to change.
Credit Terms: the default credit terms of this debtor will be displayed.
Sales Agent: assign a sales agent (if any). The default Sales Agent can be assigned in Debtor Maintenance.
Ship Via: assign the shipping method (maintained at Shipping Method Maintenance)
Shipping Info: key in the info of shipping or transportation.
File:SO4.png to be save in K.I.V folder to be use later.