|
|
|
Sales Orders can be entered and reviewed selecting Sales Orders List. Sales Orders are requests from your
Customers to buy products from your company. Sales Orders do not affect physical inventory.
To view the list of the sales orders select Customers / Sales Orders List or Company / Documents / Sales Orders List from the Main Menu, or press either  or  on the Commands Panel
and select  Sales Orders in the Navigation Pane.
Use the following steps to create a Sales Order:
- Select Customers / Sales Orders List from the Main Menu.
- Make right click in the Preview Pane, select Add.
- View information about the Sales Order:
- SO Number - The Sales Order Number that is auto assigned.
- Date - The date the order is being entered. To change the date press the little square besides the date and navigate to the date you need.
- Enter information about the Customer in the following fields.
- Bill To - The Customer's Billing Location.
- Customer's Address - The address of the Customer.
- Ship To - The shipping location if the Customer has multiple Shipping Locations.
- Ship To Address - The address the order is to be delivered to if the Shipping location is different from
the Customer's Address.
- Customer PO # - If the Customer has a Purchase Order number then enter it here. If the Customer requires
a PO # to be on the order it can be selected on their Customer Billing Record, and the Sales Order will not be saved unless there is a PO # in this box.
- Terms - The Customer's payment terms are set on the Customer record. You can change the terms for
this Sales Order, only if it is necessary, by selecting a new term from the drop-down list.
- Ship Via - The method of delivery is set on the Customer record, however you can change it for this
Sales Order only if the necessity arises.
- Enter information about the item in the following fields.
- Item - The list of the items. To add an item to the grid select it from the drop-down list.
- Item Description - The description of the item.
- Quantity - The quantity of the items that the Customer wants. This column by default is equal to one.
- UOM - The unit of measure the item is being sold. Select it using the UOM drop-down list.
- Price - The price of the item. Adjust the amount of the item's price.
- Total - The price of the item multiplied by the quantity.
- Tax - Checking this box defines whether the item will be taxed or not. Tax jurisdiction should be selected at the bottom of the page in the Tax field.
- Tax field - The list of the tax jurisdictions that are defined in the Tax Jurisdiction List. (See Tax Jurisdiction List)
- View and check information in the following fields:
- Total - The price of the items multiplied by their quantity.
- Total Tax - The total tax for all the items.
- Gross Total - The total price plus the total tax.
- Save and finalize the current document using Toolbar.
To edit the contents of the Sales order or to approve the current Sales Order select the necessary Sales Order in the list, make right click on it and select Edit.
|
|
|
