Processing a Sales Order
Contents
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.
