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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>
Go to <span style=color:red>Sales > Sales Order</span>
Click on <span style=color:red>Create A New Sales Order</span>
You may key in the details of this new document or copy/transfer from other document.
'''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)
[[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.
'''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
'''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
'''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 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, .... )
Click on <span style=color:red>Save & Preview</span>,
<span style=color:red>Print Sales Order Listing</span>▼
▲<span style=color:red>Print Sales Order Listing</span>