Add Sales Order

To add new Sales Order, you need to click <Add> and then perform the necessary steps.

Figure 40 (Sales Order Info)

Ø Order Information

Select the Branch from the predefined list;
The Quotation Number and Sales Order Number are auto-generated by the system once you save the Sales Order;
The Sales Order Date is set to the current date; however, you can change if needed;
Enter the Shipment Date;
The Delivery Date is auto-retrieved by the system;
Enter the Sales Order Due Date;

Ø Customer Information

Select the Customer from the predefined list, accordingly the Customer Name will be auto-retrieved by the system; however, you can change it if needed.
Enter the Customer Reference;
The Currency will be auto-retrieved from financial based on the selected customer; however, you can change it if needed;
The Ex-rate is auto-retrieved by the system;
Select the Country, City and Area will be retrieved based on the selected customer; however, you can change them if needed;
The Payment Method is auto-retrieved by the system based on the selected customer;

Ø PO Information

The Stock No is auto-retrieved by the system;
Select the Store;
Select the Sales Team from the predefined list;
Select the Salesman from the predefined list;
Enter Purchase Order No;
Select the Sales Order Item Type (Bulk/Bag/Crete);

- If Bulk was selected, you can only transfer the same quantity (No tolerance)

- If Bag was selected, you can ship quantity plus/ minus the tolerance

- Select the Transfer Type is auto-generated by the system;

Select the Sales Order Type (Local, Export)

- If Export was selected, you need to fill the additional fields;

- Export Orders are considered as Commercial invoices

Ø Amount Information

The Credit Limit, Available Balance and the Remaining Balance are auto retrieved from the Financial System;

- Credit Limit: retrieves the customer credit limit from Financial System.

- Available Balance: it reads the down-payment amount paid in the Financial System (Receipt). Posted sales order are deducted from this amount, while it is not affected by booked transactions.

- Remaining Balance: it displays the amount that the customer can still use for future orders. Once the order item is booked, the amount is deducted from the remaining balance.

§ The Total Net Amount is auto-retrieved by the system, it represents the total net amount of items.

§ The Total Amount LC is auto-retrieved by the system, it represents the total amount of items in local currency.

§ The Booked Orders will be auto-retrieved by the system, it represents the total booked orders amount for the selected customer.

§ The PDC is auto-retrieved by the system,, it represents the total post dated cheques amount for the selected customer.

§ The Total Transfer LC is auto-retrieved by the system, it represents the total of transfer cost of items in local currency.

§ The Total Amount is auto-retrieved by the system, it represents the total amount of items.

§ The Total Discount is auto-retrieved by the system, it represents the total discount on items.

§ The Total Tax is auto-retrieved by the system, it represents the total tax on items.

§ Total Net Amount LC are auto-retrieved by the system, it represents the total net amount of items in local currency.

§ The Total Discount LC is auto-retrieved by the system, it represents the total discount on items in local currency.

§ The Total Tax LC is auto-retrieved by the system, it represents the total tax on item in local currency.

Ø Commercial Invoice Information;

§ Enter the Payment;

§ Enter the HC Code;

§ The Created By and Creation Date fields will be auto-retrieved by the system once you save;

§ The Modified By and Modification Date fields will be auto-retrieved by the system once you make any updates/modifications;

§ Enter any necessary Notes;

§ Once you have finished defining all the necessary information, click <Save>.

After saving the Sales Order, you can add End Customers on the Sales Order through performing the following steps:

Top of Page