Discussion

Difference between revisions of "Sales Order"

Line 95: Line 95:
 
*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.
 
**This can be seen in [[Customer]] Maintenance Module.
 
**This can be seen in [[Customer]] Maintenance Module.
−
* Project should be on '''ACTIVE''' status when using it upon creating or editing a transaction.
+
*Project should be on '''ACTIVE''' status when using it upon creating or editing a transaction.
−
** This can be seen in [[Project]] Maintenance Module.
+
**This can be seen in [[Project]] Maintenance Module.
−
** Project can be applied or remove on the Footer details based on [[Users Group]]
+
**Project can be applied or remove on the Footer details based on [[Users Group]]
 
*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.
 
**This can be seen in [[Tax]] Maintenance Module.
 
**This can be seen in [[Tax]] Maintenance Module.
Line 196: Line 196:
 
**This can be seen in [[Customer]] Maintenance Module
 
**This can be seen in [[Customer]] Maintenance Module
 
**Past Transactions with '''INACTIVE''' customer prior to its deactivation can still be used.
 
**Past Transactions with '''INACTIVE''' customer prior to its deactivation can still be used.
−
* Project should be on '''ACTIVE''' status when using it upon creating or editing a transaction.
+
*Project should be on '''ACTIVE''' status when using it upon creating or editing a transaction.
−
** This can be seen in [[Project]] Maintenance Module.
+
**This can be seen in [[Project]] Maintenance Module.
−
** Project can be applied or remove on the Footer details based on [[Users Group]]
+
**Project can be applied or remove on the Footer details based on [[Users Group]]
 
*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.
 
**This can be seen in [[Tax]] Maintenance Module
 
**This can be seen in [[Tax]] Maintenance Module
Line 234: Line 234:
 
|-
 
|-
 
|Maintenance
 
|Maintenance
−
|[[Customer]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Project]]<nowiki> | </nowiki>[[Price List]]<nowiki> | </nowiki>[[Tax]]<nowiki> | </nowiki>[[Unit of Measure]]<nowiki> | </nowiki>[[Warehouse]]
+
|[[Customer]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Project]]<nowiki> | </nowiki>[[Price List]]<nowiki> | </nowiki>[[Tax]]<nowiki> | </nowiki>[[Unit of Measure]]<nowiki> | </nowiki>[[Users Group]]<nowiki> | </nowiki>[[Warehouse]]
 
|-
 
|-
 
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
 
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
Line 242: Line 242:
 
|-
 
|-
 
|Maintenance Aids
 
|Maintenance Aids
−
|[[Customer Aids]]<nowiki> | </nowiki>[[Item Master Aids]]<nowiki> | </nowiki>[[Project Aids]]<nowiki> | </nowiki>[[Price List Aids]]<nowiki> | </nowiki>[[Tax Aids]]<nowiki> | </nowiki>[[Unit of Measure Aids]]<nowiki> | </nowiki>[[Warehouse Aids]]
+
|[[Customer Aids]]<nowiki> | </nowiki>[[Item Master Aids]]<nowiki> | </nowiki>[[Project 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]]
 
|-
 
|-
 
|Others
 
|Others
 
|[[Sales Process]]
 
|[[Sales Process]]
 
|}<div style="text-align: center;"></div>
 
|}<div style="text-align: center;"></div>

Revision as of 12:35, 5 April 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. Project •Project where the items will be assigned in the transaction •Project List provided in the Project Maintenance Module
10.Item •List of Items to be quoted •Item List provided in the Item Master Maintenance Module
12.Warehouse •Warehouse where the item should be ordered •List of Warehouse provided in the Warehouse Maintenance Module
13.Quantity(Qty) •Quantity of items to be ordered •Quantity(Number)
14. UOM (Unit of Measure) •Unit of Measure of the Item •Types of Unit of Measure provided in the Unit of Measure Maintenance Module.
15. Price •Initial price per unit of item •Numeric
16. Discount •Discount Amount to be applied on the item depending on the Discount type chosen. •Numeric
17.Tax •List of Tax to be applied on the item •Types of tax provided in the Tax Maintenance Module
18. Amount •Total Amount of the Item •Numerical(Auto-generated)

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.
  • Project should be on ACTIVE status when using it upon creating or editing a transaction.
    • This can be seen in Project Maintenance Module.
    • Project can be applied or remove on the Footer details based on Users Group
  • 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. Project •Project where the items will be assigned in the transaction •Project List provided in the Project Maintenance Module
10.Item •List of Items to be quoted •Item List provided in the Item Master Maintenance Module
12.Warehouse •Warehouse where the item should be ordered •List of Warehouse provided in the Warehouse Maintenance Module
13.Quantity(Qty) •Quantity of items to be ordered •Quantity(Number)
14. UOM (Unit of Measure) •Unit of Measure of the Item •Types of Unit of Measure provided in the Unit of Measure Maintenance Module.
15. Price •Initial price per unit of item •Numeric
16. Discount •Discount Amount to be applied on the item depending on the Discount type chosen. •Numeric
17.Tax •List of Tax to be applied on the item •Types of tax provided in the Tax Maintenance Module
18. Amount •Total Amount of the Item •Numerical(Auto-generated)

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.
  • Project should be on ACTIVE status when using it upon creating or editing a transaction.
    • This can be seen in Project Maintenance Module.
    • Project can be applied or remove on the Footer details based on Users Group
  • 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 Order 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 Order records can be found here
Categories:
Modules
Sales Sales Quotation | Sales Order | Delivery Receipt | Sales Invoice
Maintenance Customer | Item Master | Project | Price List | Tax | Unit of Measure | Users Group | Warehouse
Job Aid Modules
Sales Aids Sales Quotation Aids | Sales Order Aids | Delivery Receipt Aids | Sales Invoice Aids
Maintenance Aids Customer Aids | Item Master Aids | Project Aids | Price List Aids | Tax Aids | Unit of Measure Aids | Users Group Aids | Warehouse Aids
Others Sales Process
Retrieved from "https://docs.oojeema.com/index.php?title=Sales_Order&oldid=3461"