Sales Orders List

Sales Order Processing (SOP) is available both for the sale of stocked items as well as non-stocked sales items. The SOP system allows for:

This screen is used to display a list of sales orders and their status. The list can be filtered by customer(Bill to), branch (if existing) and a date range.

The screen is also used to print a Quote/Order document, record a despatch and edit a resultant sales invoice.

Action Box

Once a payment has been created and stored, a user Opening the transaction will see , just below the header area, an vertical-nav-24-compact-grey action box symbol. This provides quick access to: -

to view/modify details relating to the sales order
open a screen to record a despatch against the sales order
to remove the transaction If not yet reconciled or allocated.

Click on EDIT to view/modify details relating to a sales order. Click on ADD or ADD SO buttons to add a sales order (scroll to base of page if necessary).

Click on Print Icon to print a quote/order document.

Click on DESPATCH to enter the despatch confirmation screen

Click on DELETE to delete a sales order.

Click on VIEW to view a sales order

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