Creating a Stock Sales Order
From Catalyst
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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 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 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 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.
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.
- 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.
