Sales Orders

Sales Order

You can import a sales order from All Orders or create a new one.

To create a sales order,  choose  new Sales Order  Icon from the Sales menu which will open blank Sales Order form.

First, you will need to select a Customer by pressing  > button.  The customer's default ship to address to which the order will be send will be selected automatically. Choose a different address if required. Then, choose the Location from which you will be sending the order.  

Summary : Most items will be selected automatically according to the Customer selected.  You may change the information accordingly.  

Items : This tab is used to enter Items information. Items can be entered by three different ways. 1) Enter Item name in the text box 2) Place the cursor in the text box and scan the item barcode  3) use Item List button to select the item. (please see Adding Items to a transaction )    The item will be added to the grid  below with quantity one.  Double click on the item name to change quantity or cost,  to add multiple shipping dates or multiple shipping locations, sales order related notes/comments and to view the item status.

Custom : for custom fields added through All Orders.

After adding all items Summary tab can be used to  add the discounts either by percentage or by amount, add a shipping method and amount. Taxes will be calculated according to the selected tax type and individual tax status of items added. Fill button in the Item Tab will create a new Ship Doc based on this Sale Order.

Menu Bar : Sales Order Menu has  Signature, Save, Reset, Print, Exit & Help options.

Signature : selecting Sig will  pops a window . You may sign directly inside and press capture. This signature will be used in printing reports.

Reset : Will reset the form to the last saved state.

Print : Prints Sales order  in a pre-formatted report to the connected compact Printer.

Finally you can use Save or Save & New or Save & Close option from the menu to Save the Sale Order.

To create a ShipDoc use Fill  button.  Current Sales order form will be closed and a new ShipDoc will open with the items listed with  no quantities. Now you can start adding  items.