Difference between revisions of "Creating a Stock Sales Order"
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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. | * 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. | ||
* At {{DataPrompt|Cust O/No. :}} enter the customers reference number, if applicable, and press {{KeyPress|Enter}} | * At {{DataPrompt|Cust O/No. :}} enter the customers reference number, if applicable, and press {{KeyPress|Enter}} | ||
| − | * The {{DataPrompt|Reference :}} is your reference. Pressing {{KeyPress|Enter}} here will default the Account code of the customer | + | * The {{DataPrompt|Reference :}} is your reference. Pressing {{KeyPress|Enter}} here will default the Account code of the customer and the order number. The reason we default them is because they are useful bits of information to tie parts back to this order. |
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| + | For example, | ||
{{Example|title=Example|text= | {{Example|title=Example|text= | ||
| − | When booking stock into the system | + | When booking stock into the system it print a goods receive 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 detail the sale order reference as described above, which means you can process the order much quicker than having to work out who the parts belong with manually.}} |
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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. | * At {{DataPrompt|Delivery Name:}}, Enter the delivery address only if it is different to the invoice address otherwise press {{KeyPress|Enter}} twice. | ||
Revision as of 09:00, 3 September 2008
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This article or section is under development. Be aware: Content will change as the document progresses. |
Summary
The following article outlines how to create a stock sales order using Sales Order Processing.
Details
Get into "Sales Order Processing" -> "Add or Edit Sales Orders"
- At "Account:" type in the customer's account code if known, or search for a customer.
- To create a new order press <F6> or if there's no orders for the customer, the system will drop you onto "Order No. :" and automatically find the next order number for you.
- At "Cust O/No. :" enter the customers reference number, if applicable, and press <Enter>
- The "Reference :" is your reference. Pressing <Enter> here will default the Account code of the customer and the order number. 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 print a goods receive 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 detail the sale order reference as described above, which means you can process the order much quicker than having to work out who the parts belong with manually. |
- At "Delivery Name:", Enter the delivery address only if it is different to the invoice address otherwise press <Enter> twice.
- Enter the "Stock Code" and press <Enter>.
- Enter the "Quantity" and press <Enter>.
- Repeat the above until you have list of all the items you want to supply.
- Pressing <Esc> here will exit and save the order.
