Difference between revisions of "Processing a Sales Order"

From Catalyst
Jump to: navigation, search
Line 1: Line 1:
−
{{Incomplete}}
 
 
== Summary ==
 
== Summary ==
 
This article explains how to process a sales order.
 
This article explains how to process a sales order.
  
−
== Processing the Sales Order ==
+
== More Information ==
−
Go to "Order Processing" -> "Sales Ordering" -> "Process Sales Orders"
+
Go to {{Menu|{{SO}}|Process Sales Orders}}.
 
* At {{DataPrompt|Customer:}} type in the customer's account code if known, or [[How do I Find a Customer?|search]] for a customer.
 
* At {{DataPrompt|Customer:}} type in the customer's account code if known, or [[How do I Find a Customer?|search]] for a customer.
−
* Cursor to the relevant order and press {{KeyPress|F7}} to process the Sales Order.
+
* Move to the relevant order and press {{KeyPress|F7}} to process the Sales Order.
  
−
Depending on how your system has been set up, some of the following processes may not be applicable.
+
Depending on how you want to operate and how your system has been set up, some of the following processes may not be applicable.  
  
 
The four columns to the right of the screen indicate the [[What do the Column Headings Mean in Process Orders?|processes]] the order could go through before it can be invoiced. The asterisk indicates that the process has not yet been carried out, and must be done before the order can be invoiced.   
 
The four columns to the right of the screen indicate the [[What do the Column Headings Mean in Process Orders?|processes]] the order could go through before it can be invoiced. The asterisk indicates that the process has not yet been carried out, and must be done before the order can be invoiced.   
  
 
=== Confirming the Order ===
 
=== Confirming the Order ===
−
If you wish to print a Confirmation Note for the customer, tag the relevant items on the order by pressing {{KeyPress|T}} against each item.  If you wish to tag all the items, press {{KeyPress|A}} to Autotag all lines.
+
If you wish to print a Confirmation Note for the customer, tag the relevant items on the order by pressing {{KeyPress|T}} against each item.  If you wish to tag all the items, press {{KeyPress|A}} to tag all lines automatically.
−
• Press {{KeyPress|F5}} to print all tagged items and press {{KeyPress|Enter}}
+
* Press {{KeyPress|F5}} to print all tagged items and press {{KeyPress|Enter}}.
  
 
=== Printing a Picking List ===
 
=== Printing a Picking List ===
−
If you wish to print a Picking List, tag the relevant items on the order by pressing {{KeyPress|T}} against each item.  If you wish to tag all the items, press {{KeyPress|A}} to Autotag all lines.
+
If you wish to print a Picking List, tag the relevant items on the order by pressing {{KeyPress|T}} against each item.  If you wish to tag all the items, press {{KeyPress|A}} to tag all lines automatically.
−
• Press {{KeyPress|F6}} to print all tagged items and press {{KeyPress|Enter}}
+
• Press {{KeyPress|F6}} to print all tagged items and press {{KeyPress|Enter}}.
  
 
=== Booking Items out of Stock - Complete ===
 
=== Booking Items out of Stock - Complete ===
 
After picking the items, you now need to book them out of stock, or "complete" them.
 
After picking the items, you now need to book them out of stock, or "complete" them.
−
*Move down the list of items, tagging each item that you have picked by pressing {{KeyPress|T}} against it (If you press {{KeyPress|U}} you will untag an item if tagged by mistake.  Pressing {{KeyPress|A}} will Autotag all lines.
+
*Tag each individual item that you have picked by pressing {{KeyPress|T}} against it.
−
an item).
+
**Press {{KeyPress|U}} to untag an item if tagged by mistake.   
 +
**Press {{KeyPress|A}} to tag all lines automatically if all items have been picked.
  
 
=== Printing a Delivery Note ===
 
=== Printing a Delivery Note ===
 
*Tag the items to be delivered by pressing {{KeyPress|T}} against each item. Make sure you don’t tag any items with an asterisk still in the “CP” column as these have not been booked out.
 
*Tag the items to be delivered by pressing {{KeyPress|T}} against each item. Make sure you don’t tag any items with an asterisk still in the “CP” column as these have not been booked out.
−
*To print a delivery note with prices and totals on press {{KeyPress|Shift+F8}}.
+
*To print a delivery note with prices and totals, press {{KeyPress|Shift+F8}}.
−
*To print a delivery note without any prices and totals on press {{keyPress|F8}}.
+
*To print a delivery note without any prices and totals, press {{KeyPress|F8}}.
  
−
=== Invoicing a Completed Sales Order ===
+
=== Invoicing the Sales Order ===
−
Go into "Sales Ordering" -> "Order Invoicing"
+
Once all the relevant processes above have been carried out, you can then invoice the order.
−
* At {{DataPrompt|Account:}} type in the customer's account code if known, or [[How do I Find a Customer?|search]] for a customer.
+
*Press {{KeyPress|A-F5}} to invoice this order.  
−
Once you have found their account you will see a summary of the number of items ready to be invoiced on the right of the screen. This may include items from different orders and different delivery notes.
+
You will see a summary of the number of items ready to be invoiced on the right of the screen.  
  
 
Extra Options:
 
Extra Options:
  
−
;Invoice per Delivery Note: To produce one invoice per Delivery Note, arrow key to the top of the screen and set the “Print by Del Note” flag to Yes.
+
;Invoice per Delivery Note: To produce one invoice per Delivery Note, press the {{KeyPress|Up}} key to the top of the screen and set the {{DataPrompt|Print by Del Note}} flag to {{DataValue|Yes}}.
  
−
;Invoice for a particular Order/Delivery Note: To produce an invoice for a particular order or delivery note arrow key down to the “Order Number” or “Delivery Note” fields and specify the number. You may press {{KeyPress|F1/Shift+F1}} on either of these fields to scroll through the orders/delivery notes available to invoice.
+
;Carriage: To add carriage to the order, press the {{KeyPress|Down}} to the {{DataPromtp|Carriage}} field and enter the required amount, excluding VAT. Remember that you can add carriage as a part number to the order if preferred.
  
−
;Carriage: To add carriage to an order move down to the carriage field and enter the required amount, excluding VAT.
+
;Discounts: To give the customer a discount on the whole order or to apply a settlement discount to the invoice, choose either {{DataValue|B}} for Blanket, or {{DataValue|S}} for Settlement on the {{DataPrompt|Discount}} field. Enter the percentage discount in the {{DataPrompt|Discount}} field.
  
−
;Discounts: To give the customer a discount on the whole order or to apply a settlement discount to the invoice,choose the appropriate method on the discount field (B or S). Enter the percentage discount in the “Discount” field.
+
;Printing Backorders: You may choose to print items still on order by setting the {{DataPrompt|Print Back Orders}} flag to {{DataValue|Yes}}. Please be aware this will print all items still waiting to be processed in outstanding orders for this customer not just items on the order you are invoicing.
  
−
;Printing Backorders: You may choose to print items still on order by setting the “Print Back Orders” flag to yes. Please be aware this will print all items still waiting to be fully processed in any outstanding orders for this customer not just items on the order you are invoicing.
+
*To take payment for this order, press {{KeyPress|F2}} and select the appropriate method of payment.
−
 
+
*Press {{KeyPress|F7}} to return to the Invoice Details screen ready to print the invoice.
−
*To take payment for this invoice, press {{KeyPress|F2}} and select the appropriate method of payment.
 
−
*Press {{KeyPress|F7}} to return to the invoice details screen ready to print the invoice.
 
 
*Press {{KeyPress|F5}} to print the invoice.
 
*Press {{KeyPress|F5}} to print the invoice.
 
*Press {{KeyPress|Accept}} to Accept the document.
 
*Press {{KeyPress|Accept}} to Accept the document.
  
 
{{FAQ}}{{KB_Tags|processing, process, Sales Order Processing, Sales Orders}}{{KB_OP}}
 
{{FAQ}}{{KB_Tags|processing, process, Sales Order Processing, Sales Orders}}{{KB_OP}}

Revision as of 10:08, 5 January 2011

Summary

This article explains how to process a sales order.

More Information

Go to " Sales Order Processing Process Sales Orders".

  • At "Customer:" type in the customer's account code if known, or search for a customer.
  • Move to the relevant order and press <F7> to process the Sales Order.

Depending on how you want to operate and how your system has been set up, some of the following processes may not be applicable.

The four columns to the right of the screen indicate the processes the order could go through before it can be invoiced. The asterisk indicates that the process has not yet been carried out, and must be done before the order can be invoiced.

Confirming the Order

If you wish to print a Confirmation Note for the customer, tag the relevant items on the order by pressing <T> against each item. If you wish to tag all the items, press <A> to tag all lines automatically.

  • Press <F5> to print all tagged items and press <Enter>.

Printing a Picking List

If you wish to print a Picking List, tag the relevant items on the order by pressing <T> against each item. If you wish to tag all the items, press <A> to tag all lines automatically. • Press <F6> to print all tagged items and press <Enter>.

Booking Items out of Stock - Complete

After picking the items, you now need to book them out of stock, or "complete" them.

  • Tag each individual item that you have picked by pressing <T> against it.
    • Press <U> to untag an item if tagged by mistake.
    • Press <A> to tag all lines automatically if all items have been picked.

Printing a Delivery Note

  • Tag the items to be delivered by pressing <T> against each item. Make sure you don’t tag any items with an asterisk still in the “CP” column as these have not been booked out.
  • To print a delivery note with prices and totals, press <Shift+F8>.
  • To print a delivery note without any prices and totals, press <F8>.

Invoicing the Sales Order

Once all the relevant processes above have been carried out, you can then invoice the order.

  • Press <Alt+F5> to invoice this order.

You will see a summary of the number of items ready to be invoiced on the right of the screen.

Extra Options:

Invoice per Delivery Note
To produce one invoice per Delivery Note, press the <Up Arrow> key to the top of the screen and set the "Print by Del Note" flag to 'Yes'.
Carriage
To add carriage to the order, press the <Down Arrow> to the Template:DataPromtp field and enter the required amount, excluding VAT. Remember that you can add carriage as a part number to the order if preferred.
Discounts
To give the customer a discount on the whole order or to apply a settlement discount to the invoice, choose either 'B' for Blanket, or 'S' for Settlement on the "Discount" field. Enter the percentage discount in the "Discount" field.
Printing Backorders
You may choose to print items still on order by setting the "Print Back Orders" flag to 'Yes'. Please be aware this will print all items still waiting to be processed in outstanding orders for this customer not just items on the order you are invoicing.
  • To take payment for this order, press <F2> and select the appropriate method of payment.
  • Press <F7> to return to the Invoice Details screen ready to print the invoice.
  • Press <F5> to print the invoice.
  • Press <Accept> to Accept the document.


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
processing, process, Sales Order Processing, Sales Orders
Retrieved from "https://www.catalyst-uk-support.com/kb/index.php?title=Processing_a_Sales_Order&oldid=9652"