Difference between revisions of "Creating a Stock Sales Order"
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== Creating the Sales Order == | == Creating the Sales Order == | ||
| − | Go into {{Menu|Sales Ordering|Add | + | Go into {{Menu|Sales Ordering|Add/Edit/Process Sales Orders}}. |
| − | * At {{DataPrompt| | + | * At {{DataPrompt|Customer:}} type in the customer's account code if known, or [[How do I Find a Customer?|search]] for a customer. |
| − | * To create a new order press {{ | + | * 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 find the next order number for you. |
| − | * At {{DataPrompt| | + | * At {{DataPrompt|Customer order no.:}} enter the customer's reference number, if applicable, and press {{KeyPress|Enter}}. |
| − | * The {{DataPrompt|Reference :}} is your reference. | + | * 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. The reason we default them is because they are useful bits of information to tie parts back to this order. |
For example, | For example, | ||
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{{Example|title=Example|text=When booking stock into the system, it will 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.}} | {{Example|title=Example|text=When booking stock into the system, it will 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 {{DataPrompt|Delivery | + | * At {{DataPrompt|Delivery name:}}, enter the delivery address only if it is different to the invoice address. |
| + | * Press {{Button|Items}} or {{KeyPress|Page Down}} to proceed to the order items tab. You will be placed on the first line in the {{DataPrompt|Stock Code}} column}}. | ||
* Enter the {{DataPrompt|Stock Code}} and press {{KeyPress|Enter}}. | * Enter the {{DataPrompt|Stock Code}} and press {{KeyPress|Enter}}. | ||
* Enter the {{DataPrompt|Quantity}} and press {{KeyPress|Enter}}. | * Enter the {{DataPrompt|Quantity}} and press {{KeyPress|Enter}}. | ||
* Repeat the above until you have list of all the items that the customer has ordered. | * Repeat the above until you have list of all the items that the customer has ordered. | ||
| − | * Press {{KeyPress|Escape}} to exit and save the order. | + | * Press {{KeyPress|Escape}} and {{Button|Accept}} to exit and save the order. |
=== Ordering the Parts === | === Ordering the Parts === | ||
| − | If you wish to create a Purchase Order for the items from within this Sales Order, get the cursor to the far left of the line you wish to order. | + | If you wish to create a Purchase Order for the items from within this Sales Order, get the cursor to the far left of the line you wish to order under the {{DataPrompt|*}} column. |
* Press {{KeyPress|T}} against all lines you wish to order. | * Press {{KeyPress|T}} against all lines you wish to order. | ||
* Press {{KeyPress|S-F6}} and then press {{KeyPress|Enter}} | * Press {{KeyPress|S-F6}} and then press {{KeyPress|Enter}} | ||
Revision as of 13:22, 29 April 2012
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This article or section is under development. Be aware: Content will change as the document progresses. |
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
Summary
The following article explains how to create a stock sales order using Sales Order Processing.
Creating the Sales Order
Go into " Sales Ordering 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 find the next order number for you.
- At "Customer order no.:" enter the customer's reference 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. The reason we default them is because they are useful bits of information to tie parts back to this order.
For example,
 | Example: When booking stock into the system, it will 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 only if it is different to the invoice address.
- Press [Items] or <Page-Down> to proceed to the order 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 list of all the items that the customer has ordered.
- Press <Esc> and [Accept] to exit and save the order.
Ordering the Parts
If you wish to create a Purchase Order for the items from within this Sales Order, get 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 suppliers account code or search for a supplier.
- Press <F2> to create the order and process in the usual way.
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Tags
SO01, OP72, OP73, OP78, OP82
