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Sales Order
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- Last edited 2 years ago by Gelo
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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 |
Notes:
- The user can only edit the Sales Order record if it is on "PENDING" status.
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
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