Discussion

Difference between revisions of "Sales Order"

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<div style="text-align: center;">
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[[Sales]] | [[Sales Quotation]] | [[Sales Order]] | [[Delivery Receipt]] | [[Sales Invoice]]
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</div><br />
 
==Sales Order==
 
==Sales Order==
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This module allows the user to create a Sales Order that the customer wants to buy. This includes the Quantity, Item Details, Price and the status of the order if it is Pending, Partial, Completed or Cancelled.
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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.
  
 
=====Sales Order Record List=====
 
=====Sales Order Record List=====
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|}Notes:
 
|}Notes:
  
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*The Sales Order will be automatically set to PARTIAL when:
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*The Sales Order will be automatically set to '''PARTIAL''' when:
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**When tagging it to Delivery Receipt where in the quantity available in the warehouse is less than to the intended order
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**When tagging it to [[Delivery Receipt]] where in the quantity available in the [[Warehouse]] is less than to the intended order
  
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*Item should be on "ACTIVE" status when using it upon creating or editing a transaction.
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*Item should be on '''ACTIVE''' status when using it upon creating or editing a transaction.
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**This can be seen in Item Master Maintenance Module.
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**This can be seen in [[Item Master]] Maintenance Module.
  
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*Customer should be on "ACTIVE" status when using it upon creating or editing a transaction.
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*Customer should be on '''ACTIVE''' status when using it upon creating or editing a transaction.
−
*Tax should on "ACTIVE" status when using it upon creating or editing a transaction.
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**This can be seen in [[Customer]] Maintenance Module.
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*Warehouse should be on "ACTIVE" status when using it upon creating or editing a transaction.
+
*Tax should on '''ACTIVE''' status when using it upon creating or editing a transaction.
 +
**This can be seen in [[Tax]] Maintenance Module.
 +
*Warehouse should be on '''ACTIVE''' status when using it upon creating or editing a transaction.
 +
**This can be seen in [[Warehouse]] Maintenance Module.
 
*For detailed steps on how to create a Sales Order, you can visit the Sales Order Job Aids which can be found [[Sales Module Aids|here]]
 
*For detailed steps on how to create a Sales Order, you can visit the Sales Order Job Aids which can be found [[Sales Module Aids|here]]
  
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Notes:
 
Notes:
  
−
*The user can only edit the Sales Order record if it is on "PENDING" status.
+
*The user can only edit the Sales Order record if it is on '''PENDING''' status.
  
−
*The Sales Order will be automatically set to PARTIAL when:
+
*The Sales Order will be automatically set to '''PARTIAL''' when:
−
**When tagging it to Delivery Receipt where in the quantity available in the warehouse is less than to the intended order
+
**When tagging it to [[Delivery Receipt]] where in the quantity available in the warehouse is less than to the intended order
  
−
*Item should be on "ACTIVE" status when using it upon creating or editing a transaction.
+
*Item should be on '''ACTIVE''' status when using it upon creating or editing a transaction.
−
**This can be seen in Item Master Maintenance Module.
+
**This can be seen in [[Item Master]] Maintenance Module.
−
**Past Transactions with "INACTIVE" item prior to its deactivation can still be used.
+
**Past Transactions with '''INACTIVE''' item prior to its deactivation can still be used.
  
−
*Customer should be on "ACTIVE" status when using it upon creating or editing a transaction.
+
*Customer should be on '''ACTIVE''' status when using it upon creating or editing a transaction.
−
**Past Transactions with "INACTIVE" customer prior to its deactivation can still be used.
+
**This can be seen in [[Customer]] Maintenance Module
−
*Tax should on "ACTIVE" status when using it upon creating or editing a transaction.
+
**Past Transactions with '''INACTIVE''' customer prior to its deactivation can still be used.
−
**Past Transactions with "INACTIVE" Tax prior to its deactivation can still be used.
+
*Tax should on '''ACTIVE''' status when using it upon creating or editing a transaction.
−
*Warehouse should be on "ACTIVE" status when using it upon creating or editing a transaction.
+
**This can be seen in [[Tax]] Maintenance Module
−
**Past Transactions with "INACTIVE" Warehouse prior to its deactivation can still be used.
+
**Past Transactions with '''INACTIVE''' Tax prior to its deactivation can still be used.
−
* For detailed steps on how to create a Sales Order, you can visit the Sales Order Job Aids which can be found [[Sales Module Aids|here]]<br />
+
*Warehouse should be on '''ACTIVE''' status when using it upon creating or editing a transaction.
 +
**This can be seen in [[Warehouse]] Maintenance Module.
 +
**Past Transactions with '''INACTIVE''' Warehouse prior to its deactivation can still be used.
 +
*For detailed steps on how to edit a Sales Order, you can visit the Sales Order Job Aids which can be found [[Sales Order Aids|here]]
  
 
=====Sales Order Options=====
 
=====Sales Order Options=====
 
[[File:Sales Order Options.png|center|thumb|Sales Order Options]]
 
[[File:Sales Order Options.png|center|thumb|Sales Order Options]]
  
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* Details on how to Export Sales order can be found [[Sales Module Aids|here]]
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*Details on how to Export Sales order can be found [[Sales Module Aids|here]]
  
 
=====Sales Order Record Options=====
 
=====Sales Order Record Options=====
 
[[File:Sales Order Record Options.png|center|thumb|Sales Order Record Options]]Notes:
 
[[File:Sales Order Record Options.png|center|thumb|Sales Order Record Options]]Notes:
  
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*The user can only delete the Sales Order record if it is on "PENDING" status.
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*The user can only delete the Sales Order record if it is on '''PENDING''' status.
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*You can manually Complete the status of Sales order if it is on "PARTIAL" status.
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*You can manually Complete the status of Sales order if it is on '''PARTIAL''' status.
 +
*Detailed steps on how to View, Edit and Print a Sales Quotation records can be found [https://docs.oojeema.com/Sales_Quotation_Aids here][https://docs.oojeema.com/Sales_Module_Aids .]
  
 
=====Sales Order View Record=====
 
=====Sales Order View Record=====
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*The user can edit the details of the record while viewing it.
 
*The user can edit the details of the record while viewing it.
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*Detailed steps on how to View and Edit the Sales Order can be found on [[Sales Module Aids]]
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*Detailed steps on how to View a Sales Quotation records can be found [https://docs.oojeema.com/Sales_Quotation_Aids here][https://docs.oojeema.com/Sales_Module_Aids .]<br />
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{| class="wikitable"
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|+Categories:
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! colspan="2" |'''Modules'''
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|-
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|Sales
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|[[Sales Quotation]]<nowiki> | </nowiki>[[Sales Order]]<nowiki>| </nowiki>[[Delivery Receipt]]<nowiki> | </nowiki>[[Sales Invoice]]
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|-
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|Maintenance
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|[[Customer]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Price List]]
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|-
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| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
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|-
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|Sales Aids
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|[[Sales Quotation Aids]]<nowiki> | </nowiki>[[Sales Order Aids]]<nowiki> | </nowiki>[[Delivery Receipt Aids]]<nowiki> | </nowiki>[[Sales Invoice Aids]]
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|-
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|Maintenance Aids
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|[[Customer Aids]]<nowiki> | </nowiki>[[Item Master Aids]]<nowiki> | </nowiki>[[Price List Aids]]
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|-
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|Others
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|[[Sales Process]]
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|}<div style="text-align: center;"></div>

Revision as of 10:58, 14 January 2021


Sales Order

This module allows the user to create a Sales Order that the customer wants to buy. This includes the Quantity, Item, Price and the status of the order if it is Pending, Partial, Completed or Cancelled.

Sales Order Record List
File:Sales Order.png
Sales Order Record List
Adding Sales Order
File:Adding Sales OrderV2.png
Adding Sales Order
  • Adding Sales Order Information
Field Description Expected Values
1.Sales Quotation Number •Sales Quotation Reference Number •Auto-Generated after creation
2.Customer •Name of Customer •Text/Set of Customer List provided in Customer Maintenance Module
3.Discount Type •Type of Discount Prices for the Customer •Type of Discount (Percentage/Amount)
4.Transaction Date •Date of Transaction •Date
5.Target Shipping Date •Estimated date of the items to be shipped •Date
6.Sales Person •Sales Representative for the transaction. •Sales Person List provided in Sales Person Maintenance Module
7.Shipping Address •Address where the items to be shipped. •Text
8.Notes •Other remarks for the transaction •Text
9.Item •List of Items to be quoted •Item List provided in the Item Master Maintenance Module
10.Warehouse •Warehouse where the item should be ordered •List of Warehouse
11.Quantity(Qty) •Quantity of items to be ordered •Quantity(Number)
12.Tax •List of Tax to be applied on the item •Types of tax provided in the Tax Maintenance Module

Notes:

  • The Sales Order will be automatically set to PARTIAL when:
  • Item should be on ACTIVE status when using it upon creating or editing a transaction.
  • Customer should be on ACTIVE status when using it upon creating or editing a transaction.
    • This can be seen in Customer Maintenance Module.
  • Tax should on ACTIVE status when using it upon creating or editing a transaction.
    • This can be seen in Tax Maintenance Module.
  • Warehouse should be on ACTIVE status when using it upon creating or editing a transaction.
    • This can be seen in Warehouse Maintenance Module.
  • For detailed steps on how to create a Sales Order, you can visit the Sales Order Job Aids which can be found here
Editing Sales Order
File:Editing Sales OrderV2.png
Editing Sales Order
  • Editing Sales Order Information
Field Description Expected Values
1.Sales Quotation Number •Sales Quotation Reference Number •Auto-Generated after creation
2.Customer •Name of Customer •Text/Set of Customer List provided in Customer Maintenance Module
3.Discount Type •Type of Discount Prices for the Customer •Type of Discount (Percentage/Amount)
4.Transaction Date •Date of Transaction •Date
5.Target Shipping Date •Estimated date of the items to be shipped •Date
6.Sales Person •Sales Representative for the transaction. •Sales Person List provided in Sales Person Maintenance Module
7.Shipping Address •Address where the items to be shipped. •Text
8.Notes •Other remarks for the transaction •Text
9.Item •List of Items to be quoted •Item List provided in the Item Master Maintenance Module
10.Warehouse •Warehouse where the item should be ordered •List of Warehouse
11.Quantity(Qty) •Quantity of items to be ordered •Quantity(Number)
12.Tax •List of Tax to be applied on the item •Types of tax provided in the Tax Maintenance Module

Notes:

  • The user can only edit the Sales Order record if it is on PENDING status.
  • The Sales Order will be automatically set to PARTIAL when:
    • When tagging it to Delivery Receipt where in the quantity available in the warehouse is less than to the intended order
  • Item should be on ACTIVE status when using it upon creating or editing a transaction.
    • This can be seen in Item Master Maintenance Module.
    • Past Transactions with INACTIVE item prior to its deactivation can still be used.
  • Customer should be on ACTIVE status when using it upon creating or editing a transaction.
    • This can be seen in Customer Maintenance Module
    • Past Transactions with INACTIVE customer prior to its deactivation can still be used.
  • 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.
  • Warehouse should be on ACTIVE status when using it upon creating or editing a transaction.
    • This can be seen in Warehouse Maintenance Module.
    • Past Transactions with INACTIVE Warehouse prior to its deactivation can still be used.
  • For detailed steps on how to edit a Sales Order, you can visit the Sales Order Job Aids which can be found here
Sales Order Options
File:Sales Order Options.png
Sales Order Options
  • Details on how to Export Sales order can be found here
Sales Order Record Options
File:Sales Order Record Options.png
Sales Order Record Options

Notes:

  • The user can only delete the Sales Order record if it is on PENDING status.
  • You can manually Complete the status of Sales order if it is on PARTIAL status.
  • Detailed steps on how to View, Edit and Print a Sales Quotation records can be found here.
Sales Order View Record
File:Sales Order View Record.png
Sales Order View Record


Notes:

  • The user can edit the details of the record while viewing it.
  • Detailed steps on how to View a Sales Quotation records can be found here.
Categories:
Modules
Sales Sales Quotation | Sales Order| Delivery Receipt | Sales Invoice
Maintenance Customer | Item Master | Price List
Job Aid Modules
Sales Aids Sales Quotation Aids | Sales Order Aids | Delivery Receipt Aids | Sales Invoice Aids
Maintenance Aids Customer Aids | Item Master Aids | Price List Aids
Others Sales Process
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