Creating a Stock Sales Order

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. This will default to the Account code of the customer and the order number because these are useful bits of information to tie an order back to sales order processing.

For example, when booking stock into the system, and the purchase order has been created by the Stock Control Reorder Report and the items on the purchase order are to meet the supply of a sales order, the system carries sales order reference through to the purchase order and subsequently is printed onto the goods receive note when you book the stock in. This reference allows you to see who the items are for and which order number they can be found on, at the booking in stage.

• At "Delivery Name :" Enter a delivery address if the it is different to the invoice address.