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editsDifference between revisions of "Sales Order"
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Sales Order has no effects on inventory movement and G/L entries.
<span style=color:red>'''To Create New Sales Order'''</span>
'''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.
'''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:CFB2.png]] to be save as template (Refer
[[File:CFB3.png]] to be save as recurrence (Refer [[Recurrence]])
'''Profit Calculator:''' To show the profit margin of the item.
'''Data Entry by Past Sales Records:''' This is used to create a new document by referring to what were sold in the past to a particular customer. See also [[Non Module: Data Entry
'''Show Tax Summary:''' To show the summary of the tax.
'''Qty:''' key in the quantity.
'''Unit Price:''' the selling price will be captured (either Standard Selling Price or according to the setting in ''<span style=color:red>Tools > Options > Invoicing > Auto Price</span>'')
'''Discount:''' this is called column discount; you may key in the discount for any particular detail row. The discount could be a value (e.g. 5, 5.5, 10... ), a percentage (e.g. 5%, 5.5%, 10%), or a multi-level discount (e.g. 5+5.5, 5+5%, 5%+5%, 10%+5, 5%+5%+10, .... )
Click on <span style=color:red>''Save & Preview''</span>,
[[File:SO9.png]]
'''Manage Template:''' Refer
'''Manage Recurrence:''' Refer [[Recurrence]]
'''Load Data Option:''' to specify the number of recent days when loading data instead of to load all data, so that the loading speed can be further improved. See also Load Data Option.▼
▲'''Load Data Option:''' to specify the number of recent days when loading data instead of to load all data, so that the loading speed can be further improved. See also
[[Category:Users]]
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