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Difference between revisions of "Sales Order"
(Tag: Visual edit) |
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| − | == Sales Order == | + | ==Sales Order== |
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. | 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. | ||
| − | ===== Sales Order Record List ===== | + | =====Sales Order Record List===== |
[[File:Sales Order.png|center|thumb|Sales Order Record List]] | [[File:Sales Order.png|center|thumb|Sales Order Record List]] | ||
| − | ===== Adding Sales Order ===== | + | =====Adding Sales Order===== |
[[File:Adding Sales OrderV2.png|center|thumb|862x862px|Adding Sales Order]] | [[File:Adding Sales OrderV2.png|center|thumb|862x862px|Adding Sales Order]] | ||
| − | * '''Adding Sales Order Information''' | + | *'''Adding Sales Order Information''' |
{| class="wikitable" | {| class="wikitable" | ||
| Line 73: | Line 73: | ||
*Tax should 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. | ||
*Warehouse should be 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. | ||
| + | *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]] | ||
| − | ===== Editing Sales Order ===== | + | =====Editing Sales Order===== |
[[File:Editing Sales OrderV2.png|center|thumb|866x866px|Editing Sales Order]] | [[File:Editing Sales OrderV2.png|center|thumb|866x866px|Editing Sales Order]] | ||
| − | * '''Editing Sales Order Information''' | + | *'''Editing Sales Order Information''' |
{| class="wikitable" | {| class="wikitable" | ||
| Line 149: | Line 150: | ||
*Warehouse should be 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. | ||
**Past Transactions with "INACTIVE" Warehouse prior to its deactivation can still be used. | **Past Transactions with "INACTIVE" Warehouse 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 /> | ||
| − | ===== 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]] | ||
| − | ===== Sales Order Record Options ===== | + | * Details on how to Export Sales order can be found [[Sales Module Aids|here]] |
| + | |||
| + | =====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: | ||
| Line 159: | Line 163: | ||
*You can manually Complete the status of Sales order if it is on "PARTIAL" status. | *You can manually Complete the status of Sales order if it is on "PARTIAL" status. | ||
| − | ===== Sales Order View Record ===== | + | =====Sales Order View Record===== |
[[File:Sales Order View Record.png|center|thumb|Sales Order View Record]] | [[File:Sales Order View Record.png|center|thumb|Sales Order View Record]] | ||
<br />Notes: | <br />Notes: | ||
*The user can edit the details of the record while viewing it. | *The user can edit the details of the record while viewing it. | ||
| + | *Detailed steps on how to View and Edit the Sales Order can be found on [[Sales Module Aids]] | ||
Revision as of 12:31, 29 December 2020
Contents
Sales Order
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.
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:
- 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.
- 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.
- Warehouse should be on "ACTIVE" status when using it upon creating or editing a transaction.
- 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.
- 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.
- 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.
- Past Transactions with "INACTIVE" Warehouse 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 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.
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 and Edit the Sales Order can be found on Sales Module Aids