Page Comparison

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Menu Path: Distribution > Order Taking > Create Sales Order

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• Key in MemberCard Number and click 'Submit';
• Click on the '

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• Customer' to add a customer;
  • • You can add a contact to existing customer account by clicking on 'Add Contact'.
• Select Salesman;
• Enter the Transaction Date and click on 'Submit'.;
• Enter the Remarks Credit Terms / Reference /  Remarks and click on 'Submit'. Remarks can be any additional information that the user might want to take note of.Click on 'ITEM (SEARCH
• )' Key in Currency exchange rate on base of Malaysia Ringgit and click on 'Submit'.
• Group Discount is applicable to SO by two method:
  
  • • Group Discount (%) 
    • Group Discount Amount 
• Select GL Dimension and Sales Lead and click  'Submit'; 

• Click on 'Item' to add items, the items that have been added will appear on the item list.
• To change the details of item, click on 'Edit' under the Action field. To remove the item from the list, click on 'Delete'.
• To view the gross profit, scroll the mouse to the 'Gross Profit' button button, there will be a box appear showing the amount. 
  • • From the example
  below
  • • , If we can see
  that
  • • the gross profit is RM30. The item list price is RM130, so we are able to know that the cost price is RM100.
• Now you can either choose to 'Create Sales Order' or 'Create SO & Invoice'.
• If the customer had already made a payment, you can only click on 'Create Sales Order', you cannot click on 'Create SO & Invoice'. This is because an Invoice cannot be issued to a customer who had already settled the payment.
• After an Invoice is created, the Invoice can be settled through the Customer > Tasks >Settle Documents / Deposit
• To change the details of item, click on 'Edit' under the Action field. To remove the item from the list, click on 'Delete'.
Click on 'Delivery Details' to enter the Sender and Receiver details

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• If delivery is required to this order, need to key in the Sender and Receiver information in details. After done, click 'Save Delivery Details'.
• The Delivery Messages can be the messages that is printed on a card attached to the item to be delivered.
• The drop down list for Header, Footer and Message for Delivery Messages can be configure in the Distribution > Maintenance >Drop Down List.Click on 'Save Delivery Details'.

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• If the customer had made a payment, enter the payment details. If there is any receipts from the sales order, user can key in here. 
• Remember to click on the 'ReCalculate' to calculate the total amount.
  For NOTE：If the customer had already made a payment, only a you can only click on 'Create Sales Order is able to be created, you cannot create an Invoice

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• ', you CANNOT click on 'Create SO & Invoice'. This is because an Invoice cannot be issued to a customer who had already settled the payment.
  

Others

• After an Invoice is created via 'Create SO & Invoice', the invoice can be settled through the Customer > Tasks > Settle Document / Create Deposit.