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.

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