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Sales Order: Difference between revisions

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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 Template[[Non Module: Common Function in Transaction|Common Function in Transaction]])
 
 
[[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 <span style=color:red>''Search''</span>. From the search result, check the check-boxes to select items to be included into the document, then click on <span style=color:red>''OK''</span>.
 
 
'''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 [[Non Module: Data Entry byBy Past Records.|Data Entry By Past Records]]
 
'''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]]
 
 
[[File:SO10(10).png]]
 
 
<span style=color:red>'''Print Sales Order Listing'''</span>
 
 
[[File:SO11(11).png]]
 
 
[[File:SO12(12).png]]
 
 
[[File:SO13.png]]
 
 
Click on the shortcut label of <span style=color:red>Sales Order</span> or go to <span style=color:red>Sales > Sales Oder</span>, click on '''Others''' menu...
 
 
[[File:SO14.png]]
 
[[File:SO11.png]]
 
'''Manage Template:''' Refer [[Non Module: Common Function in Transaction|Common Function in Transaction]]
 
'''Manage Recurrence:''' Refer [[Recurrence]]
<span style=color:red>Print Sales Order Listing</span>
 
'''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 [[Non Module: Common Function in Transaction|Common Function in Transaction]].
 
[[FileCategory:SO12.pngUsers]]
{{NavigateForUser}}
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