Difference between revisions of "Creating a Stock Sales Order"
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==Summary== | ==Summary== | ||
| − | + | The following article explains how to create a stock sales order using Sales Order Processing. | |
| − | The following article | ||
==Details== | ==Details== | ||
| − | + | Go into "Sales Order Processing" -> "Add or Edit Sales Orders". | |
* At {{DataPrompt|Account:}} type in the customer's account code if known, or [[How do I Find a Customer?|search]] for a customer. | * At {{DataPrompt|Account:}} 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 {{KeyPress|F6}} or if there | + | * To create a new order press {{KeyPress|F6}} or if there are 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 and the order number. The reason we default them is because they are useful bits of information to tie parts back to this order. | * 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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{{Example|title=Example|text= | {{Example|title=Example|text= | ||
| − | When booking stock into the system it print a goods | + | 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 detail the sale order reference as described above, which means you can process the order more quickly than having to work out who the parts belong with manually.}} |
| − | * At {{DataPrompt|Delivery Name:}}, | + | * At {{DataPrompt|Delivery Name:}}, enter the delivery address only if it is different to the invoice address otherwise press {{KeyPress|Enter}} twice. |
* 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 | + | * 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. |
{{FAQ}}{{KB_Tags|creating, adding, Sales Order Processing, Sales Orders}}{{KB_OP}} | {{FAQ}}{{KB_Tags|creating, adding, Sales Order Processing, Sales Orders}}{{KB_OP}} | ||
Revision as of 10:18, 23 September 2008
Summary
The following article explains how to create a stock sales order using Sales Order Processing.
Details
Go 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 are 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 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 detail the sale order reference as described above, which means you can process the order more quickly 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 that the customer has ordered.
- Press <Esc> to exit and save the order.
