|(9 intermediate revisions by one other user not shown)|
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 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>,
'''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