Difference between revisions of "Sales Order"

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(Here I am going to transfer document from Quotation)
<span style=color:red>'''Functional Buttons:'''</span>
<span style=color:red>'''Home Tab:'''</span>
[[File:SO4CFB1.png]] to be save in K.I.V folder to be use later.
[[File:CFB2.png]] to be save as template (Refer Template)
[[File:CFB3.png]] to be save as recurrence (Refer Recurrence)
[[File:CFB4.png]] to add / insert a detail row. (Insert)
[[File:CFB5.png]] to insert a detail row before the highlighted row. (Ctrl + Insert)
[[File:CFB6.png]] to delete highlighted row. (Ctrl + Delete)
[[File:CFB7.png]][[File:CFB8.png]] to move the detail row up/down. (Alt + Shift + Up/Down)
[[File:CFB9.png]] to undo (Ctrl + Z)
[[File:CFB10.png]] to select all detail rows (Ctrl + Alt + A), so that it can be deleted or modified in one shot (using Range Set)
[[File:CFB11.png]] range set (F12)... a range setting windows will be prompted. This is usually used to apply changes to several/all selected detail rows.
[[File:CFB12.png]] to add a subtotal row, showing the subtotal amount.
[[File:CFB13.png]] to add a discount row, and for you to define the group discount by define the percentage % or Value.
[[File:CFB14.png]] to find item package item.
[[File:CFB15.png]] to prompt the item search screen (F9). Type a keyword, select search criteria, click on Search. From the search result, check the check-boxes to select items to be included into the document, then click on OK.
[[File:CFB16.png]] click on this button will display (at bottom section) instant information related to the highlighted item, such as Price History, Stock Balance ...
[[File:SO5(5).png]] to copy a sales order which previously already save.
[[File:SO6.png]] to copy existing sales order to a new sales order.
[[File:SO7.png]] to transfer quotation to sales order.
[[File:CFB17.png]] to check the sales order which have already been transferred.
<span style=color:red>'''Edit tab:'''</span>
'''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.
'''Can Transfer By Value:''' this is to be used when this SO is to be transferred by value to Invoice (in which invoice is to be issued before DO); the steps are:
(1) in SO, check the checkbox of <span style=color:red>Allow to Transfer By Value</span> , Save the SO..
(2) create new Invoice, click on <span style=color:red>Transfer Document > Transfer By Value From Sales Order</span> , do the transfer, Save the Invoice.. (no stock will be deducted)
'''Edit MRU Items:''' to edit/delete historical descriptions (which was keyed in previously). MRU = Most Recently Used
'''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).
'''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:''' right 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/key words 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 S/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>,
<span style=color:red>Print Sales Order Listing</span>
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