Discussion

Difference between revisions of "Sales Order"

(Sales Order Record List Image)
Line 11: Line 11:
 
[[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 Order.png|center|thumb|Adding Sales Order]]
+
[[File:Adding Sales OrderV2.png|center|thumb|862x862px|Adding Sales Order]]
 +
{| class="wikitable"
 +
!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
 +
|}
  
  
 
'''Editing Sales Order'''
 
'''Editing Sales Order'''
−
[[File:Editing Sales Order.png|center|thumb|Editing Sales Order]]
+
[[File:Editing Sales OrderV2.png|center|thumb|866x866px|Editing Sales Order]]
 +
{| class="wikitable"
 +
|+
 +
!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
 +
|}
  
  

Revision as of 12:57, 30 September 2020

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
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


Editing Sales Order

File:Editing Sales OrderV2.png
Editing Sales Order
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


Sales Order Options

File:Sales Order Options.png
Sales Order Options


Sales Order Record Options

File:Sales Order Record Options.png
Sales Order Record Options


Sales Order View Record

File:Sales Order View Record.png
Sales Order View Record


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