Menu Path: Distribution > Order Taking > Upload Sales Order
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The sales order, sometimes abbreviated as SO, is an order issued by a business or sole trader to a customer. A sales order may be for products and/or services. |
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- Image above shows the main interface that can be monitored on EMP system
- Click on Upload Sales Order Template to download the template file
- This screen displays upon clicking on Upload Sales Order Template
- Choose appropriate source fields that needs to be added to the Targeted Fields.
- Click on Add to add them and Remove to remove those fields from the Target fields
- Take note on the Compulsory Fields on the right under Target Fields that are not entitled to be removed AND
- Those column list on Source Fields on the left are non-compulsory fields that can be removed at own discretion
The new enhancement:
- Tick Option:
a. The tick option To Show Customer Field are now has been added to show more fields
b. The purpose of this function is to create new customer when using upload sales order
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c. Choose File (Detailed steps of creating the upload file user may refer
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- Delivery Date Column:
a. This column has been added into the Source Field as shown in the image above
b. This is to allow customer to set the delivery date during we make sales order upload
c. The delivery date can be edited on Edit Sales Order function. Refer to the example below:
- Distribution > Order Taking > Edit Sales Order
- The main interface of Edit Sales Order Function on EMP
- Go to Edit Sales Order
- There will be two options available : Edit and Delete
- Click on Edit that is available on right side of Item list to edit the Sales Order
- It will open up the edit page as shown in the image above
- Click on Delivery Details tab to edit the Delivery Details
- In order to check the changes on Delivery Date, access to the Sales Order Listing by navigating to Malaysia GST > Footwear > Transaction > Sales Order Listing
- Click on the created relevant Sales Order Number and it will open up the document as shown below:
- Check the Delivery Date on the top right of the Document labelled as Date
Related Wiki Pages:
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