Sales Order

Sales Order

A seller-generated document that authorizes sale of the specified items , issued after receipt of a customer's purchases order. A sales order usually implies that there will be no additional labor or material cost incurred for sale, except where it is used to initiate a production process.

Now here is the procedure that how user can create or issue a sales order. User can issue a new order or can also convert the quote into sales orders.

Convert Quotes Into Sales Order:

In order to convert the quotes into sales order the following steps must be followed:

Step No 1: Go to the task menu and click on “Quotes/ Sales order” sub menu will appear select the “Quotes”.

Step no 2: Click on the “Open” button. A window will shown  select the quote you want to convert and click on the “Ok” button.

Step No 3:

 The selected quote will open now click on “Convert” button and following window will appear.

Step No 4: Select the “Sales Order” button in the order to convert the selected quote into sale orders.

Step No 5: Click on the “Ok” to save the sales order.

New sales order :

In order to issue a new sales order the following steps are must be followed:

Step no 1: 

Go to the task menu and click on the “Quotes/ Sales order” sub menu will appear select the “Sales Order”.

As you select the “Sales Order” the following window  will appear.

Step No 2: 

The first  which user have to do in order to creation of sales order is to enter the “Customer ID” of that customer for whom this sales order he is creating.

In case there is no customers user can create it while cursor is blinking in the customer ID field user have to simply press the “+” key or “Double click”or click on magnifier glass and then click on “New” button. Maintaining the  customer screen will appear in which user can create a new customer.

Step no 3:

 When user creates  and select the customer “Ship to” field will be filled with the address of customer where the shipment will be send.

Step No 4: 

Enter the Date on which the sales Order are issued in “Date” field.

Step No 5:

 Enter the date on which this sales order will be dispatched or send from the company in “Ship By” field.

Step no 6: Enter the reference number in “So no” field. This field is used to give a unique or different Code to the  each sales order for Identification and avoid Repetition in the issuance to the customers.

Step No 7: 

Select the method of delivery that how the goods will be delivered in  the “Ship via” field.

Step no 8:

 The “Term” field will be filled automatically when you select the customer. These terms are payment terms and created when customers  account are created in maintain menu.

Step No 9:

 The sales representative ID can also be entered in “Sales Rep”field.

Step No 10:

 Enter the quantity of the  items for sales order in “Quantity” field.

Step No 11:

 Now select  item ID in the “Item ID” field. Items can be created in the maintain inventory item.

Step No 12: 

Description of items will automatically fill as default in“Description” field.

Step No 13: 

Enter the per unit price of the item in “Unit price” field.

Step No 14:

User can also enter the freight amount in “Freight” field.

Step No 16: 

Click on the “Save” button to save the Sales Order.