Sales Order Entry

Purpose

Generate a new Sales Order.

Procedure

As with creating a Sales Quotation, one each of the following must have previously been created/setup prior to creating a new Sales Order (an error will be displayed if one of these things are missing):

1. Item
2. Customer
3. Customer Branch
   • Select Customer from the drop-down list
   • Set the Payment method from the drop-down list
   • Select Ordering Branch from the drop-down list
   • Select the Price List from the drop-down list
   • Select the Incoterm policy from the drop-down list
   • Select the Agent from the drop-down list
   • Enter the Agent's Percentage
   • Select the Cost Sheet of the Item from the drop-down list
   • Select the Category of the item from the drop-down list
   • Select the Item by either Item Code or Item Description from the drop-down list
   • Enter the Quantity of the item
   • Enter the Addl% of the item
   • Select the Pack type from the drop-down list
   • Select the Warehouse from the drop-down list
   • Enter the quantity to deliver By Air (the remaining quantity will be added to ship By Sea )
   • Enter the number of items Per Carton
   • Enter the Price before Tax
   • Set the Shipping Charges
   • Click on the Update button to update the list
   • Set the Delivery Details
   • Click on the Place Quotation to place quotation

Tips and Tricks

• To view all open Sales Orders use Sales Order Inquiry on the OrdMS tab.
• To make created Sales Order a template for Delivery documents or Invoices use Sales Order Inquiry and tick the Tmpl checkbox.
• If you Place your mouse pointer over any button, you will see an text about what is going to happen.

Notes

• Cancel Button: If creating a new sales order, this button cancels the Changes. If an existing order is being edited, pressing it means deleting the sales order.