Today we will learn how to create a sales order, it is a piece a document that is used to buy goods or services to a customer.
Step 1:
go on the following menu:
Main Menu --> Sales & Marketing --> Order Processing --> Sales order
Step 2:
Click on the button New and fill the information.
| General | |
| Customer No | Enter the customer code here |
| Customer Name | Customer name will display automatically |
| Sell-to | |
| Address | Customer address will display automatically |
| Address 2 | Customer address will display automatically |
| City | City will display automatically |
| Post Code | Post code of the customer will display automatically |
| Country/Region Code | Region code will display automatically |
| Contact No | If the customer has a contact person, choose the contact no |
| Contact Name | The name of the contact person will display automatically |
| Document Date | Enter document date |
| Posting Date | Enter posting date |
| Order Date | Enter order date |
| Due Date | Due date will be calculated automatically |
| External Document No | If you have any important number related to the sales order enter it here |
| Status | Status of the sales order. |
| Lines | |
| Type | Enter the type |
| No | Choose the type |
| Description | Description of the chosen type will display automatically |
| Location Code | Enter the location code |
| Quantity | Enter the quantity |
| Unit of Measure | Enter the unit of measure |
| Unit Price Excl VAT | Enter the price excluding vat |
| Line Amount Excl VAT | Quantity * Unit Price |
| Line Discount % | Enter discount percentage if you want to give |
| Qty to ship | It will be populated automatically |
| Quantity Shipped | It will be populated automatically |
| Qty to invoice | It will be populated automatically |
| Quantity Invoiced | It will be populated automatically |
| VAT Prod. Posting Group | Enter the vat product posting group |
| Gen. Prod. Posting Group | Enter the general product posting group |
| Line Discount Amount | If want to give a discount amount |
| Line No | Line number will display automatically |
| Invoice Details | |
| Currency Code | If it is a foreign invoice, choose the currency |
| Global Dimension 1 | Enter Global Dimension 1 |
| Global Dimension 2 | Enter Global Dimension 2 |
| Shipping and Billing | |
| Ship-to | If you want to ship the item to another location |
| Code | Enter shipment code |
| Name | The name will appear automatically |
| Address | Address will appear automatically |
| Address 2 | Address will appear automatically |
| City | City will appear automatically |
| Post Code | Post code will appear automatically |
| Country/Region | Region code will appear automatically |
| Contact | Enter the name of the contact person there |
| Bill-to | If you want to sent the bill to another person |
| Name | Enter the name of the customer |
| Address | Address of the customer will appear automatically |
| Address 2 | Address of the customer will appear automatically |
| City | City of the customer will appear automatically |
| Post Code | Post code will appear automatically |
| Country/Region Code | Region code will appear automatically |
| Contact No | If the customer has a contact person, enter the contact code |
| Contact | the name of the contact person will appear automatically |
| Location Code | Location code of the customer will appear automatically |
Step 2:
Click on the button Release.
Step 3:
Click on the button Post.
Step 4:
Choose ship and click on OK
Step 5:
Choose Invoice and click on OK.
After Clicking on OK the system will validate all account.
