Difference between revisions of "Creating a Stock Sales Order"
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Jeremy Shave (talk | contribs) m (New page: {{Incomplete}} ==Summary== The following article outlines how to create a stock sales order using Sales Order Processing. ==Details== Get into "Sales Order Processing" -> "Add or Edit S...) |
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* To create a new order press {{KeyPress|F6}} or if there's no orders for the customer, the system will drop you onto {{DataPrompt|Order No. :}} and automatically find the next order number for you. | * To create a new order press {{KeyPress|F6}} or if there's no orders for the customer, the system will drop you onto {{DataPrompt|Order No. :}} and automatically find the next order number for you. | ||
* At {{DataPrompt|Cust O/No. :}} enter the customers reference number, if applicable, and press {{KeyPress|Enter}} | * At {{DataPrompt|Cust O/No. :}} enter the customers reference number, if applicable, and press {{KeyPress|Enter}} | ||
| − | * The {{DataPrompt|Reference :}} is your reference. | + | * The {{DataPrompt|Reference :}} is your reference. Pressing {{KeyPress|Enter}} here will default the Account code of the customer you are creating the sales order for and the order number because these are useful bits of information to tie an this order back from a report or goods receive note. |
| − | + | A good example of this is; When booking stock into the system and the purchase order has been created by the Stock Control Reorder Report and the items on the purchase order are to meet the supply of a sales order, the system, when creating the purchase order, carries sales order reference through to the purchase order and subsequently is printed onto the goods receive note when you book the stock in. This reference allows you to see who the items are for and which order number for you to process, at the booking in stage. | |
| + | |||
| + | This is a very quick and efficient way of turning the stock around at the booking in stage, which is all possible because of the reference number. | ||
* At {{DataPrompt|Delivery Name :}} Enter a delivery address if the it is different to the invoice address. | * At {{DataPrompt|Delivery Name :}} Enter a delivery address if the it is different to the invoice address. | ||
* | * | ||
Revision as of 14:44, 18 July 2008
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This article or section is under development. Be aware: Content will change as the document progresses. |
Summary
The following article outlines how to create a stock sales order using Sales Order Processing.
Details
Get into "Sales Order Processing" -> "Add or Edit Sales Orders"
- At "Account:" type in the customer's account code if known, or search for a customer.
- To create a new order press <F6> or if there's no orders for the customer, the system will drop you onto "Order No. :" and automatically find the next order number for you.
- At "Cust O/No. :" enter the customers reference number, if applicable, and press <Enter>
- The "Reference :" is your reference. Pressing <Enter> here will default the Account code of the customer you are creating the sales order for and the order number because these are useful bits of information to tie an this order back from a report or goods receive note.
A good example of this is; When booking stock into the system and the purchase order has been created by the Stock Control Reorder Report and the items on the purchase order are to meet the supply of a sales order, the system, when creating the purchase order, carries sales order reference through to the purchase order and subsequently is printed onto the goods receive note when you book the stock in. This reference allows you to see who the items are for and which order number for you to process, at the booking in stage.
This is a very quick and efficient way of turning the stock around at the booking in stage, which is all possible because of the reference number.
- At "Delivery Name :" Enter a delivery address if the it is different to the invoice address.
