Sales Orders
This feature allows sales orders to be created. After creation these orders can be dispatched, invoiced or written off.
The screenshot below shows a sample grid of sales orders, which includes some key information.
Further information
- Doc#: The code given to the document.
- Customer: The Customer that the order is for.
- Description: This will describe the order.
- Order type: Document type.
- Gross: Gross amount of the quote.
Tip
To modify the columns displayed, select in the top right of the page, then untick the information you do not want to see.
Viewing a Sales Orders
Select Sales / Orders from the Main section of the pulse menu -
Note
This is an example screen shot of the pulse menu.
Position of the menu items within pulse will vary according to available options and dependant on personal screen resolution.
or from the Main Menu select Sales then Orders -
or enter Sales Orders in the Quick Launch Side Menu.
This will then show the Sales Orders on the system where normal customisation of Sets can be used. Also, depending on User roles, the My/All option will be showing.
Tip
To modify the columns displayed, select in the top right of the page, then tick/untick the information you to see or not.
Create a new Sales Order
Select Sales Order from one of the options as shown above in Viewing a Sales Order.
Select either New or New (from template) - from the drop down menu.
Select the document required and select Create, or select the pre-existing template and then select Apply.
Enter data in the following as required -
Customer: select from dropdown options.
Order date: This will be auto filled with the date current date however, this can be changed.
Delivery expiry: Complete this field if the order expires after a particular date.
Description: This will be used to identify the sales order in the order finder.
Order type: This will be auto filled with the Document type selected in step 3.
Department: Select from dropdown options.
Legal Entity: Select from dropdown options.
Their ref: This reference will be used to identify the order.
Responsible: Selecting a User to be responsible will log the sales order under their name. This is useful for Workflows.
Add Lines and posting attributes.
Lines
Product: This is the product being ordered.
Account: If a product is being used, this will be auto-completed and read only otherwise select an account from available list.
Description: Depending on the Force change setting in Chart of Accounts
If the Force change is not ticked, then the Description field will be auto-filled ...
... however it can be edited.
If the Force change is ticked, then the Description field will be blank and you will be forced to enter a description.
Project: You can link the order to a project.
Unit: This is the unit to measure the of product.
Qty: This is the quantity of the product you are ordering.
Unit price: This it the price per unit of the product.
Posting attributes
The posting attributes are derived from the chart of account rules related to the account code. Common attributes include cost centre and department but can also include custom attributes.
Note
Deferred Income
This item will appear depending on the settings for the Invoice type selected - see Deferred income guide for further information.
Also, this item may or may not be ticked, depending on the Customer's Ignore deferred income setting - see the Defaults section on the Customer tab in the Customers guide for further information.
6. If there is a requirement to sell to a **Customer** and have the goods delivered where the tax authority treatment is different, then set the **Customer** up as a [**Multi Tax Authority**](../../generic/multi_tax_authority/index.md) Customer.
When you are happy with the details, press Submit.
The sales order will now be ready to be converted into a Sales invoice.
Tip
If you are going to be creating the same order on a regular basis Copy to template.
Create a back-to-back Sales Order
To perform a back-to-back order first start by creating a Sales Orders then Submitting it.
Now select the sales order in the finder and press Back-to-back.
Enter a Supplier then press Submit.
Tip
If you are sending the goods from multiple suppliers you can delete lines then re-do the Back-to-back process and select different suppliers each time for each line.
Now press either Cash sale or Invoice.
Find a Sales Order
Convert a Sales Order into an Invoice
Sales orders can be processed into invoices as per business process.
To do so, select the order that you would like to invoice.
Press Invoive (If the invoice button is not available, it needs to be configured on the document type).
Press Submit.
Convert a Sales Order into a dispatch
Sales orders can be processed into dispatches as per business process.
To do so, select the order that you would like to dispatch.
Press Dispatch (If the dispatch button is not available, it needs to be configured on the document type).
Tip
You can process the quantity of products needed when dispatching.
Press Submit.
Write off a Sales Order
Select the order that you would like to write off.
Press Write off.
Updated February 2024