Sales Order - Revision history

Gelo at 06:29, 11 April 2022

2022-04-11T06:29:42Z

Gelo at 06:06, 11 April 2022

2022-04-11T06:06:30Z

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Gelo: Changed categories.

2022-04-07T04:25:55Z

Changed categories.

Gelo: Changed categories.

2022-04-07T04:25:34Z

Changed categories.

Gelo: Changed categories.

2022-04-07T04:24:16Z

Changed categories.

Gelo: Changed categories.

2022-04-06T03:27:40Z

Changed categories.

Gelo at 03:51, 25 March 2022

2022-03-25T03:51:05Z

Gelo at 05:50, 17 March 2022

2022-03-17T05:50:51Z

Gelo at 06:16, 9 February 2022

2022-02-09T06:16:45Z

Gelo at 06:00, 19 November 2021

2021-11-19T06:00:52Z

@@ Line 100: / Line 100: @@
 |7.Shipping Address
 |Address where the items to be shipped.
-|•Alphanumeric
+|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">•Alphanumeric</span>•Special Characters
 •Special Characters
 | style="vertical-align:middle;text-align:center;" |None
 | style="vertical-align:middle;text-align:center;" |105
@@ Line 143: / Line 144: @@
 |Quantity of items to be ordered
 |•Numeric
 | style="vertical-align:middle;text-align:center;" |Any inputs except numeric
 | style="vertical-align:middle;text-align:center;" |20
 | style="vertical-align:middle;text-align:center;" |Yes
@@ Line 179: / Line 180: @@
 |17. Amount
 |Total Amount of the Item
 |•Auto-Generated based from price and quantity
 | style="vertical-align:middle;text-align:center;" |N/A
 | style="vertical-align:middle;text-align:center;" |N/A
@@ Line 277: / Line 278: @@
 |•Alphanumeric
 •Special Characters
 | style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |None
 | style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |105

← Older revision		Revision as of 04:25, 7 April 2022
Line 350:		Line 350:
	[[Category:Sales]]		[[Category:Sales]]
	[[Category:Sales Reports]]		[[Category:Sales Reports]]
		+	[[Category:Tax Reports]]

← Older revision		Revision as of 04:25, 7 April 2022
Line 350:		Line 350:
	[[Category:Sales]]		[[Category:Sales]]
	[[Category:Sales Reports]]		[[Category:Sales Reports]]
−	~~[[Category:Financials]]~~

← Older revision		Revision as of 04:24, 7 April 2022
Line 349:		Line 349:
	\|}		\|}
	[[Category:Sales]]		[[Category:Sales]]
		+	[[Category:Sales Reports]]
		+	[[Category:Financials]]

← Older revision		Revision as of 03:27, 6 April 2022
Line 348:		Line 348:
	\|[[Customer]]<nowiki> \| </nowiki>[[Item Master]]<nowiki> \| </nowiki>[[Price List]]<nowiki> \| </nowiki>[[Tax]]<nowiki> \| </nowiki>[[Unit of Measure]]<nowiki> \| </nowiki>[[Warehouse]]		\|[[Customer]]<nowiki> \| </nowiki>[[Item Master]]<nowiki> \| </nowiki>[[Price List]]<nowiki> \| </nowiki>[[Tax]]<nowiki> \| </nowiki>[[Unit of Measure]]<nowiki> \| </nowiki>[[Warehouse]]
	\|}		\|}
		+	[[Category:Sales]]

@@ Line 3: / Line 3: @@
 </div>
 ==Sales Order==
-This module allows the user to create a Sales Order that the customer wants to buy. This includes the Quantity, [[Item Master|Item]], Price and the status of the order if it is Pending, Partial, Completed or Cancelled.
+This module allows the user to create a Sales Order that the [[Customer]] wants to buy. This includes the Quantity, [[Item Master|Item]], Price and the status of the order if it is Pending, Partial, Completed or Cancelled.
 =====Requirements before using Sales Order=====
@@ Line 38: / Line 38: @@
 =====<span class="mw-headline" id="Steps_on_how_to_Add_a_Quotation" style="box-sizing: inherit;">Creating a Sales Order</span>=====
-#Under Sales Order Menu, Click Add Sales Order
+#Click [[Sales Order]] under Sales Menu
-#Fill up the necessary fields under Create Sales Order Screen
+#Under Sales Order Screen, Click Add Sales Order.
-#Click Save to complete the creation process
+#Fill out the necessary fields then click Save. Note: Fields with * are required fields
 [[File:Sales - Sales Order - Add.png|border|center|1500x1500px]]
@@ Line 139: / Line 139: @@
 **This can be seen in [[Warehouse]] Maintenance Module.
-===== <span class="mw-headline" id="Editing_Sales_Order" style="box-sizing: inherit;">Viewing Sales Order</span> =====
+=====<span class="mw-headline" id="Editing_Sales_Order" style="box-sizing: inherit;">Viewing Sales Order</span>=====
-# Click Sales Order under Sales Menu
+#Click [[Sales Order]] under Sales Menu
-# Under Sales Order Screen, Select a record that needs to view its details. Click the drop-down arrow then click View.
+#Under Sales Order Screen, Select a record that needs to view its details. Click the drop-down arrow then click View.
-# The user has an option to Edit the Sales Order upon viewing it
+#The user has an option to Edit the Sales Order upon viewing it
 [[File:Sales - Sales Order - View.png|border|center|1500x1500px]]
@@ Line 149: / Line 149: @@
 =====Editing Sales Order=====
-#Click Sales Order under Sales Menu
+#Click [[Sales Order]] under Sales Menu
-#Under Sales Order Screen, Select a record that needs to update its details. Click the drop-down arrow then click Edit.
+#Select a Sales Order that needs to update its details. Click the drop-down arrow then Click Edit
 #Update the necessary fields then Click Save
 [[File:Sales - Sales Order - Edit.png|border|center|1500x1500px]]
 <br />
@@ Line 250: / Line 249: @@
 *Tax should on '''ACTIVE''' status when using it upon creating or editing a transaction.
 **This can be seen in [[Tax]] Maintenance Module
-**Past Transactions with '''INACTIVE''' Tax prior to its deactivation can still be used.  rderO
+**Past Transactions with '''INACTIVE''' Tax prior to its deactivation can still be used.
 *use should be on '''ACTIVE''' status when using it upon creating or editing a transaction.
 **This can be seen in [[Warehouse]] Maintenance Module.
@@ Line 257: / Line 256: @@
 =====<span class="mw-headline" id="Printing_Sales_Quotation_Record" style="box-sizing: inherit;">Printing Sales Order Record</span>=====
-#Click Sales Order under Sales Menu
+#Click [[Sales Order]] under Sales Menu
-#Under Sales Order Screen, Select a record that needs to print its details. Click the drop-down arrow then click Print.
+#Select a Sales Order record that needs to print its details. Click the drop-down arrow then click Print.
 [[File:Sales - Sales Order - Print.png|border|center|1500x1500px]]
 =====<span class="mw-headline" id="Importing_and_Exporting_Sales_Quotation_Record" style="box-sizing: inherit;">Exporting Sales Order Record</span>=====
-. Under Sales Order Screen, Click Options
+. Click [[Sales Order]] under Sales Menu
-. Under Options, The user may Export the record
+. Under Sales Order Screen, Click Options
 *When Exporting the records, the user may also use the filter options such as Date Filter, Search Bar and Customer filter for precise searching and exporting of records.
@@ Line 273: / Line 275: @@
 =====Tagging As Complete a Sales Order Record=====
-#Click Sales Order under Sales Menu
+#Click [[Sales Order]] under Sales Menu
-#Select a Partial Sales Order that needs to tag its order as complete, click the drop-down arrow then click Tag as Complete
+#Select a Partial Sales Order record that needs to tag its order as complete, click the drop-down arrow then click Tag as Complete
-#Click Yes on the Confirmation to proceed to completion process.
+#Click Yes on the Confirmation to proceed on completion process.
 [[File:Sales - Sales Order - Tag as Complete.png|border|center|1500x1500px]]
@@ Line 286: / Line 288: @@
 [[File:Sales - Sales Order - Cancel1.png|border|center|1500x1500px]]
 *Using Cancel Button for cancelling multiple records

@@ Line 14: / Line 14: @@
 *#[[Warehouse]]
 {| class="wikitable" style="margin: auto;"
@@ Line 39: / Line 42: @@
 #Click Save to complete the creation process
 {| class="wikitable" style="margin: auto;"
 |+Creating Sales Order Information
@@ Line 135: / Line 140: @@
 =====Editing Sales Order=====
 {| class="wikitable" style="margin: auto;"
 |+Editing Sales Order Information
@@ Line 234: / Line 247: @@
 **Past Transactions with '''INACTIVE''' Warehouse prior to its deactivation can still be used.
 =====Sales Order Record Options=====
 {| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: auto; border: 1px solid rgb(162, 169, 177);"
@@ Line 288: / Line 338: @@
 |Maintenance
 |[[Customer]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Price List]]<nowiki> | </nowiki>[[Tax]]<nowiki> | </nowiki>[[Unit of Measure]]<nowiki> | </nowiki>[[Warehouse]]
 |}

@@ Line 1: / Line 1: @@
 <div style="text-align: center;">
-[[Sales]] | [[Sales Quotation]] | [[Sales Order Aids]] | [[Delivery Receipt]] | [[Sales Invoice]]
+[[Sales]] | [[Sales Quotation]] | [[Delivery Receipt]] | [[Sales Invoice]]
 </div>
 ==Sales Order==
@@ Line 33: / Line 33: @@
 |}
-=====Adding Sales Order=====
+=====<span class="mw-headline" id="Steps_on_how_to_Add_a_Quotation" style="box-sizing: inherit;">Creating a Sales Order</span>=====
 #Under Sales Order Menu, Click Add Sales Order
 #Fill up the necessary fields under Create Sales Order Screen
-{| class="wikitable"  style="margin: auto;"
+{| class="wikitable" style="margin: auto;"
 |+Creating Sales Order Information
 !Field
@@ Line 288: / Line 287: @@
 |-
 |Maintenance
-|[[Customer]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Price List]]<nowiki> | </nowiki>[[Tax]]<nowiki> | </nowiki>[[Unit of Measure]]<nowiki> | </nowiki>[[Users Group]]<nowiki> | </nowiki>[[Warehouse]]
+|[[Customer]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Price List]]<nowiki> | </nowiki>[[Tax]]<nowiki> | </nowiki>[[Unit of Measure]]<nowiki> | </nowiki>[[Warehouse]]
 |-
 | colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
 |-
 |Maintenance Aids
-|[[Customer Aids]]<nowiki> | </nowiki>[[Item Master Aids]]<nowiki> | </nowiki>[[Price List Aids]]<nowiki> | </nowiki>[[Tax Aids]]<nowiki> | </nowiki>[[Unit of Measure Aids]]<nowiki> | </nowiki>[[Users Group Aids]]<nowiki> | </nowiki>[[Warehouse Aids]]
+|[[Customer Aids]]<nowiki> | </nowiki>[[Item Master Aids]]<nowiki> | </nowiki>[[Price List Aids]]<nowiki> | </nowiki>[[Tax Aids]]<nowiki> | </nowiki>[[Unit of Measure Aids]]<nowiki> | </nowiki>[[Warehouse Aids]]
 |-
 |Others
 |[[Sales Process]]
 |}