Delivery Order: Difference between revisions
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[[File:CFB17.png]] to check the delivery order which have already been transferred.
<span style=color:red>'''Edit tab:'''</span>
[[File:DO8.png]]
'''Copy Whole Document:''' To copy the whole document to clipboard.
'''Copy Selected Details:''' To copy some item details to clipboard. (press ctrl+ highlight the item to copy)
'''Copy as spreadsheet:''' To copy the item details and paste into spreadsheet.
'''Paste Whole Document:''' To paste the whole document from the clipboard.
'''Paste Item Detail Only''': To paste some item details from clipboard.
'''Undo Master:''' To undo (reverse one step) the header section.
'''Apply Address:''' To apply different debtor/ creditor address which you have maintain in the address maintenance.
'''Can Transfer:''' If this is unchecked, this document will not be allowed to transfer to other document.
'''Edit MRU Items:''' to edit /delete historical descriptions (which was keyed in previously). MRU = Most Recently Used
'''Post to Stock:''' If this is unchecked, the stock will be not be affected when issuing the document.
'''Calculate Discount on Unit Price:''' To calculate the discount based on unit price.
'''Rounding Method:''' There are 2 options for rounding, whole document rounding (ver3) and line by line rounding (ver 2).
'''Refresh Account No:''' This is to refresh the account no to the default account.
'''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 Data Entry by Past Records.
'''Show Tax Summary:''' To show the summary of the tax.
<span style=color:red>'''Details Column'''</span>
'''Item Code:''' click on '+' sign to add a new row and select an item; you may key in the first few number/letters of the item code/description and select from the lookup screen.
'''Description:''' this is called detail description... will capture the item description automatically (amendable)
'''Further Description:''' click to view/edit Further Description of this item. (the default content can be maintained at Stock Item Maintenance)
'''Delivery Date:''' assign the expected delivery date (if needed)
'''UOM:''' the default unit of measurement will be captured;
'''Qty:''' key in the quantity.
'''Unit Price:''' the selling price will be captured (either Standard Selling Price or according to the setting in Tools > Options > Invoicing > Auto Price)
'''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, .... )
'''SubTotal:''' this is the line total (net)
'''GST Code:''' to show the GST code.
'''GST Rate:''' to show the rate of GST.
'''GST:''' to show the amount of GST.
'''Total (ex):''' to show the subtotal before tax.
'''Total (inc):''' to show the subtotal after tax.
'''Subtotal (ex):''' to show the net total amount before tax.
'''Proceed new D/O:''' when this is checked, a fresh screen will be ready for new document upon Save; if unchecked will exit the transaction screen upon Save.
Click on ''<span style=color:red>Save & Preview</span> '',
[[File:DO9.png]]
[[File:DO10.png]]
'''<span style=color:red>To View The Transferred Status</span>'''
[[File:DO11.png]]
<span style=color:red>'''Print Delivery Order Listing'''</span>
[[File:DO12.png]]
[[File:DO13.png]]
[[File:DO14.png]]
Click on the shortcut label of <span style=color:red>Delivery Order</span> or go to <span style=color:red>Sales > Delivery Oder</span>, click on '''Others''' menu...
[[File:DO15.png]]
'''Manage Template:''' Refer Template
'''
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]].
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