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

 

Figure 45 (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;
• Select Order Classification from the predefined drop-down list; (Order/ Sample)
• Enter Order Expiry Date;
• Enter Sales Order Due Date;
• Enter Delivery Date;

 

Ø  Customer Information

 

• If you want to select a customer from a predefined list, check the Existing Customer checkbox, then select the Customer from the predefined list, accordingly the Customer Name will be auto-retrieved; however, you can change it if needed.
• If you want to enter a new customer name, uncheck the Existing Customer checkbox, then enter the Customer Name;
• Enter the Customer Reference and the Customer Reference Date;
• 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;
• The Customer Address, Phone, Fax will be retrieved based on the selected customer; however,  you can change them if needed;
• 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;
• Select Payment Term, Shipment, Destination and the Destination Port from the predefined drop-down list;

Note: If the selected customer is linked to one active product list, they will be auto-retrieved by the system from the product list.

• The Sector is auto-retrieved by the system;

 

Ø  PO Information

 

• Select the Store;
• Select the Sales Team from the predefined list;
• Select the Salesman from the predefined list;
• Enter Purchase Order No;
• Enter Purchase Order Date;
• Enter Purchase Order Receive Date;
• Select the Transfer Type from the predefined suggestion box;
• Select the Sales Order Item Type (Bulk/Bag);

-       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 percentage

• 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 Amount Information will be auto-retrieved by the system;
• 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.

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

§  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.

§  The Total Amount LC is auto-retrieved by the system, it represents the total 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 Price, Packing, and the Payment;

§  Enter the HC Code;

§  Enter the Country of Origin;

§  Select the Banks from the predefined list;

§  Select the Account Currency from the predefined list;

§  Enter the Border Invoice No;

§  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>.