Menu Path: Distribution > Order Taking > Misc Listing > General Sales Order Listing
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This is the basic Sales Order Listing Detail that allow users to filter by Outstanding Amount of the Sales Order, creation Date, by branch. |
Filter Criteria:
...
- All
- All except cancelled
- Approved
- Approval Required
- Canceled
- Payment
...
- Select Branch
- Select Salesman
- Key in Customer
- Key in Exclude Customer → this function used if user want to generate for all sales order listing which exclude specific customer data
- Select Date
- Select Sales Order Type which configure from Drop Down List configuration
- Key In Specific Item Code or Key In Item Code Fuzzy Search or Select the Item Category
- Select the Item Status
- Select Item Type
- Select Outstanding Quantity (with, without outstanding or both)
- Select Outstanding Payment (with, without outstanding or both)
- Select the Status → if approval required on the Sales Order Configuration
- Active
- Approved
- Approved Required
- Unapproved
- Select State
- All
- Created
- Cancelled
- Select Order By (sort by)
- Tick Options → which additional information to be shown at Sales Order Listing Detail Report
- Show Convert To Invoice
- Show Cancel Sales Order
- Show Cancel sales Order With Receipt
- Show Item Name
- Key In Specific Sales Order Number ## → if user wish to generate details information for specific Sales Order
- Click 'Get Listing'
- Click the blue colour sales order number (Eg: SO1011476) to pop up sales order document page;
- Click the 'History' to the Sales Order History screen;
- Click the 'Edit' to jump to Edit Sales Order page;
- Blue Colour > No Stock for the SO's branch
- Pink Colour > Item beflow Cost
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