Menu Path: Distribution > Order Taking > Create Sales Order
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A sales order is a document that confirms a sale. It is generated when a buyer communicates that he wants to purchase a product. This document servers as a confirmation document for the customers before the actual delivery for the goods and/or services |
TAB 1:Create Sales Order Page
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- Key in Member Card Number or Customer and click 'Submit'
- Select Salesman → controlled by Permission
- Enter the Transaction Date → Permission for controlling Back Dated Transactions
- Enter the Credit Terms / Reference / Remarks and click on 'Submit'. Remarks can be any additional information that the user might want to take note of.
- Select Currency Base and click on 'Submit' → if any. Refer to Forex Credit Memo for details
- Group Discount is applicable to SO by two method:
- Group Discount (%)
- Group Discount Amount
- Select the Sales Lead and click Submit→ Check Trading Configurations to Enable, Trading (Permission) for Compulsory Permission and Drop Down List for creation
- Click on 'Item' to add items, the items that have been added will appear on the item list
- To change the details of item, click on 'Edit' under the Action field. To remove the item from the list, click on 'Delete'
- To view the gross profit, scroll the mouse to the 'Gross Profit' button, there will be a box appear showing the amount
- From the example, If we can see the gross profit is RM30. The item list price is RM130, so we are able to know that the cost price is RM100.
- Now you can either choose to 'Create Sales Order' or 'Create SO & Invoice
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- If the customer had made a payment or deposit, enter the payment details. If there is any receipts from the sales order, user can key in here.
- Please refer to Finance Permission for the Cashbook dropdown list for Create Receipt Tab
- Remember to click on the 'ReCalculate' to calculate the total amount.
NOTE：If the customer had already made a payment, you can only click on 'Create Sales Order', you CANNOT click on 'Create SO & Invoice'. This is because an Invoice cannot be issued to a customer who had already settled the payment.
- Note that user are allowed to choose their payment mode / method (1). The multi payment are the enhancement made to allow user to have multiple payment at once.
- The amount key into the options under Multi payment will be shown under the Total field (3). Example above shown are amount key for RM1000.00
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- Sales Lead selection need to be configured under Drop Down List
- Refer to Trading (Permission) to enable user to see ALL Customer which include other salesman's
- System will show error when the permission is disabled
Related WIKI Pages:
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