Page History
Sales Orders menu option is used to record order information received from customers. The warehouse status of the ordered materials is tracked while the order is recorded. The material level and AR/AP risk are checked during the order. Orders can be transferred into dispatches and invoices either individually or in batches. In such cases, undelivered and delivered materials are automatically updated. Fully delivered orders are automatically closed.
Sales order slips are located under the Transactions menu of the Sales Management module.
The icons of the Sales Orders list and the options of the Attached Records, Info and right click menu are used to record new orders or to modify existing definitions.
| New | Used to record sales order slips. | |
| Update | Used to modify slip information. | |
| Delete | Used to delete order slips one by one or in batches. | |
| View | Used to view slip information. | |
| Copy | Copies slip information into a new slip. Used for quick data entry. | |
Change Status | Used to change the order slip approval status. | ||
Batch Change Status | Used to change the order slip status collectively. | ||
Transfer | Used to record the delivery info from the order slips list. | ||
Bill | Used to invoice the order slip. Slips can be billed as Wholesale Invoices or Retail Sales Invoices. Only the sales orders having service lines can be billed as Service Sales Invoice. Save Defaults | ||
Order Delivery | Used to deliver order quantity by transferring from another warehouse when demand warehouse cannot fulfil the required order quantity. | ||
Actualize Delivery Proposals | Used to actualize the delivery proposals of the sales order. | ||
Batch Transfer | Used to record the shipping info of the selected order slips. | ||
Batch Billing | Used to bill order slips in batch. | ||
General | |||
|---|---|---|---|
Send | Used to dispatch the order slip to the relevant AR/AP. | ||
Batch Send | Used to dispatch the selected order slips to the relevant suppliers. | ||
| Attached Records | ||
Document Folder | The folder information used to track documents related to the sales order. | ||
Related Records | |||
Invoices | Used to access the sales invoices that are related to the sales order. This screen is only used for viewing. | ||
| Info | ||
Record Information | Displays the time and the user of the first registry and the last modification of the record. | ||
Record History | Used to list recording history by some info such as user, company, date, etc. | ||
Source Cross Transaction | Used to access the source slip of the slip record generated by cross transaction. | ||
Refresh | Used to refresh the sales orders list. | ||
Preferences | |||
Line Coloring | Used to color the lines of order slips list according to the specified criteria. | ||
Back to Defaults | Used to return the window dimensions into the application default. | ||
Save Settings | Used to save sales orders list settings. | ||
Save General Settings | Used to save general settings. | ||
Number of Records | Lists the number of recorded sales orders. | ||
Reporting | |||
List Report | Used to report the records of sales orders list collectively. | ||
Grouped List Report | Used to list the sales order records by grouping them according to column headings. | ||
Selection | |||
Select All | Used to select all records in sales orders list. | ||
Clear All Selections | Used to clear all selections. | ||
Toggle Selection | Used to toggle the selections in list. | ||
Table Characteristics | Used to record the columns to be displayed on the list and their order. |
