Add a New Sales Order

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Note:  This article focuses on the minimum fields required to create a sales order.

To add a new sales order, click New (Ctrl + N) on the toolbar.  This opens a new blank Sales Order screen, on the General tab.

Note:  Depending on your configuration, some fields are automatically populated when selections are made.

General Tab

On the General tab, you have to complete the Sales Order's administrative information, such as customer and delivery information.

Details

1. Select the Branch from which the sales order is being sent.
2. Select the Customer requesting the sales order.
3. The Document Date automatically populates to the current date.  This date can be updated if required.

Order Information

The Order Information automatically populates from the customer information.  This can be updated if required.

1. Confirm or update the Sales Person for the sales order.
2. Confirm the Email Address to send the sales order to.
3. Confirm the Email PDF Layout for the sales order.

Note:  An Email PDF Layout for sales orders needs to be set up if one is required here.  Depending on your setup, only a Print Layout may be available.

Buffer Status

1. Confirm or update the Delivery/Due Date.

Once done, click Save (Ctrl + S).  This saves the sales order, and a new sequential sales order number is generated in the Sales Order No field.  Click the Sales Order Details tab to continue.

Sales Order Details Tab

On the Sales Order Details tab, you have to complete the sales order's product information, such as products and their quantities.

Note:  Add a new line item to the list by clicking the empty cell under Inventory Item.  Depending on your configuration, some fields may be automatically populated when a line item is selected.

1. Select an Inventory item to add to the sales order.
2. Confirm the Warehouse from which the item is sourced.
3. Add a Line Note for the item, if you wish.
4. Enter the quantity (Qty) or number of items to add to the sales order.
5. Confirm the Unit Price for the item.
6. Confirm the Unit of Measure for the item.
7. Enter the discount percentage (Disc %) for the item to be applied to the sales order, if required.  This discount is applied to the individual line item, not the sales order total.

Note:  A discount can also be applied on the full sales order value, for all items captured.  To do this, the discount is entered in the bottom right corner, in the Qty To Process section.

8. Confirm the Tax Type for the item.
9. The individual line item totals are displayed as exclusive of VAT (Total Excl Tax) and inclusive of VAT (Total Incl Tax).
10. The Qty To Process and Qty Processed columns are not relevant at this stage to generate a new sales order.

Repeat the above steps until all the required inventory items are added to the sales order.

Qty To Process

On the Qty To Process section (bottom right corner of the screen), confirm that the sales order totals are correct.

Once done, click Save (Ctrl + S).  This saves the sales order.  You can also press Ctrl + Enter to save and close the sales order.