User Manual 2.2/Sales Order

Sales order window

Sales order line tab

Sales orders

Sales orders are usually taken by sales representatives; however each company may run a different formula.

There are a few different types of principle sales orders:

• Standard Order: An order which automatically reserves materials to be sent out. In this case, the shipment and invoice can be generated separately.

• POS Order: Materials are picked up with an invoice and can be paid in a variety of manners. In this case, the shipment and invoice are generated automatically; and depending on the payment terms, a payment.

• Quotation: An offer or potential sales order which automatically reserves materials. A quotation can be converted into an order, or remain a quotation that never becomes an order. The second case occurs if the order was never accepted by the customer.

• Proposal: An offer or potential sales order which can be adapted manually to other sales documents. It can also be deleted later on.

• Prepay Order: The invoice is paid before line items are sent out for shipment. The payment can be attached to other shipments or sent in directly. After the payment is made, the invoice and shipment documents are automatically generated.

• On Credit Order: Materials are picked up using an invoice. In this case, the shipment and invoice are generated automatically. Payment is entered manually after goods have been paid for.

Tabs

• Sales Order: Describes and creates a new sales order (the user can see all general data related to the sales order: addresses, payment methods and conditions, warehouses, etc.), voids a sales order
• Sales Order Line: Lists each product ordered in this sales order. 1 line per product.
• Tax: Amount is filled in automatically, it is defined during a relevant section
• Offers and Debt Payment: Discussed during Sales Management and Receivables and Payables

Process Information

From the sales order window, the user can create orders with the possibility to copy lines.

According to the document type selected (from the list described above), goods receipts and invoice orders can be generated in different ways. Required information differs on a case to case basis.