Difference between revisions of "Creating a Stock Sales Order"

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== Summary ==
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The following article explains how to create a stock sales order using Sales Order Processing.
  
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==Summary==
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== More Information ==
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=== Creating the Sales Order ===
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Go into {{Menu|{{SO}}|Add/Edit/Process Sales Orders}}.
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* At {{DataPrompt|Customer:}} type in the customer's account code if known, or [[How do I find a customer?|search]] for a customer.
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* To create a new order press {{Button|Add}} or if there are no orders for the customer, the system will start creating an order for you, dropping you onto {{DataPrompt|Order No.:}} and automatically finding the next order number for you.
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* At {{DataPrompt|Customer order no.:}} enter the customer's order number, if applicable, and press {{KeyPress|ENTER}}.
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* The {{DataPrompt|Reference:}} is your reference. This will automatically default to the Account Code of the customer and the Order Number, however you may override this if you wish. This is defaulted because the reference can be used to link purchase order items back to this order.
  
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The following article outlines how to create a stock sales order using Sales Order Processing.
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{{Example|text=When booking stock into the system, you can print a Goods Received Note. At the end of each line there is a Reference field. If the order you are booking in has been created by running a system reorder report then it will show the sales order reference as described above, which means you can process the order more quickly than having to work out for whom you ordered the parts manually.}}
  
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==Details==
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* At {{DataPrompt|Delivery name:}}, enter the delivery address if it is different to the invoice address, or if you need it to be printed on Delivery Notes.
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Get into "Sales Order Processing" -> "Add or Edit Sales Orders"
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* Press {{Button|Items}} or {{KeyPress|PG-DOWN}} to proceed to the {{Tab|Items}} tab. You will be placed on the first line in the {{DataPrompt|Stock Code}} column.
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* At {{DataPrompt|Account:}} type in the customer's account code if known, or [[How do I find a customer?|search]] for a customer.
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* Enter the {{DataPrompt|Stock Code}} and press {{KeyPress|ENTER}}.
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* To create a new order press {{KeyPress|F6}} or if there's no orders for the customer, the system will drop you onto {{DataPrompt|Order No. :}} and automatically find the next order number for you.
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* Enter the {{DataPrompt|Quantity}} and press {{KeyPress|ENTER}}.
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* At {{DataPrompt|Cust O/No. :}} enter the customers reference number, if applicable, and press {{KeyPress|Enter}}
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* Repeat the above until you have entered all the items that the customer has ordered.
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* The {{DataPrompt|Reference :}} is your reference. Pressing {{KeyPress|Enter}} here will default the Account code of the customer you are creating the sales order for and the order number because these are useful bits of information to tie an this order back from a report or goods receive note.
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* Press {{KeyPress|ESC}} and {{Button|Accept}} to exit and save the order.
  
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A good example of this is;
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{{Information|text=See [[Processing a Sales Order]] to complete and invoice the order.}}
  
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When booking stock into the system and the purchase order has been created by the Stock Control Reorder Report and the items on the purchase order are to meet the supply of a sales order, which means the system has created the purchase order and carried the sales order reference number across to each item on the purchase order and subsequently printed this reference for each item onto the goods receive note... Means that you can see who the items are for and which order to process, at the booking in stage.  
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=== Ordering the Parts ===
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If you wish to create a Purchase Order for the items from within this Sales Order, move the cursor to the far left of the line you wish to order under the {{DataPrompt|*}} column.
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* Press {{KeyPress|T}} against all lines you wish to order.
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* Press {{KeyPress|S-F6}} and then press {{KeyPress|ENTER}}.
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* At the {{DataPrompt|Supplier:}}, enter the supplier's account code or [[How do I find a supplier?|search]] for a supplier.
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* Press {{KeyPress|F2}} to create the Purchase Order and process it in the usual way.
  
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This is a very quick and efficient way of turning the stock around at the booking in stage, which is all possible because of the reference number.
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== See also ==
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* [[How do I find a customer?]]
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* [[How do I Search for a Sales Order? ]]
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* [[How can I View the Total inc VAT in Add or Edit Sales Order?]]
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* [[Creating a stock item]]
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* [[How do I Split an Order Item?]]
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* [[How do I check customer order status?]]
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* [[Processing a Sales Order]]
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* [[How do I use buying groups?]]
  
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* At {{DataPrompt|Delivery Name :}} Enter the delivery address only if it is different to the invoice address otherwise press {{KeyPress|Enter}} twice.
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{{KB_Tags|creating, adding, sales order processing, sales orders, customer order, buying groups}}
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* Enter the Stock Code and press {{KeyPress|Enter}}
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{{Hint}}{{KB_OP}}
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* Enter the Qty and press {{KeyPress|Enter}}
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* Repeat the above until you have list of all the items you want to supply
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{{KB_Ref|OP72, OP73, OP78, OP82, SO01}}
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* Pressing {{KeyPress|Escape}} here will exit and save the order.
 

Latest revision as of 08:14, 30 April 2020

Summary

The following article explains how to create a stock sales order using Sales Order Processing.

More Information

Creating the Sales Order

Go into " Sales Order Processing Add/Edit/Process Sales Orders".

  • At "Customer:" type in the customer's account code if known, or search for a customer.
  • To create a new order press [Add] or if there are no orders for the customer, the system will start creating an order for you, dropping you onto "Order No.:" and automatically finding the next order number for you.
  • At "Customer order no.:" enter the customer's order number, if applicable, and press <Enter>.
  • The "Reference:" is your reference. This will automatically default to the Account Code of the customer and the Order Number, however you may override this if you wish. This is defaulted because the reference can be used to link purchase order items back to this order.
When booking stock into the system, you can print a Goods Received Note. At the end of each line there is a Reference field. If the order you are booking in has been created by running a system reorder report then it will show the sales order reference as described above, which means you can process the order more quickly than having to work out for whom you ordered the parts manually.
  • At "Delivery name:", enter the delivery address if it is different to the invoice address, or if you need it to be printed on Delivery Notes.
  • Press [Items] or <Page-Down> to proceed to the [Items] tab. You will be placed on the first line in the "Stock Code" column.
  • Enter the "Stock Code" and press <Enter>.
  • Enter the "Quantity" and press <Enter>.
  • Repeat the above until you have entered all the items that the customer has ordered.
  • Press <Esc> and [Accept] to exit and save the order.
See Processing a Sales Order to complete and invoice the order.

Ordering the Parts

If you wish to create a Purchase Order for the items from within this Sales Order, move the cursor to the far left of the line you wish to order under the "*" column.

  • Press <T> against all lines you wish to order.
  • Press <Shift+F6> and then press <Enter>.
  • At the "Supplier:", enter the supplier's account code or search for a supplier.
  • Press <F2> to create the Purchase Order and process it in the usual way.

See also


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Keywords AND Misspellings
creating, adding, sales order processing, sales orders, customer order, buying groups
Tags

OP72, OP73, OP78, OP82, SO01

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