Menu Path: Distribution > Order Taking > Create Sales Order
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Sales Order is a document originated by the seller listing the goods or services ordered by a customer and other information such as prices and delivery dates.A sales order is a document that confirms a sale. It is generated when a buyer communicates that he wants to purchase a product. This document servers as a confirmation document for the customers before the actual delivery for the goods and/or services |
TAB 1:Create Sales Order Page
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- Key in Member Card Number or Customer and click 'Submit'
- Select Salesman → controlled by Permission
- Enter the Transaction DateDate → Permission for controlling Back Dated Transactions.
- Enter the Credit Terms / Reference / Remarks and click on 'Submit'. Remarks can be any additional information that the user might want to take note of.
- 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';
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- If the customer had made a payment or deposit, enter the payment details. If there is any receipts from the sales order, user can key in here.
- Please refer to Finance Permission for the Cashbook dropdown list for Create Receipt Tab
- Remember to click on the 'ReCalculate' to calculate the total amount.
NOTE：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.
- Note that user are allowed to choose their payment mode / method (1). The multi payment are the enhancement made to allow user to have multiple payment at once.
- The amount key into the options under Multi payment will be shown under the Total field (3). Example above shown are amount key for RM1000.00
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