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Go to the Sales Order menu, click on the '+' button to Create a New Sales Order.
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Sales Order - Main tab
You may key in the main details of the new document OR copy/Knock Off from other documents.
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Remarks: Add extra information to accounts, customers cards, or sales orders to communicate agreements, such as a special price or delivery method, to other users.
Sales Order - Account tab
As you are creating a contract between your organization and a Customer for the supply of specified goods and/or services.
In order to proceed and start on Sales Order Applet, kindly make sure that you have created Customer details in the Customer Maintenance Applet.
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Entity Details
All relevant information from the Customer master record will be copied from here to the sales order.
Click on the Entity ID
Seach Customers from the list
Upon selecting the customer, master record details will be auto-filled. As shown in the screen below
Bill To
A bill to is the customer who pays for the sales order. It can be different than the sold-to customer. We need to make sure the addresses are defined in the customer mainetance applet.
Based on the entity selected, the bill to details gets auto-filled and are editable.
Click on the billing address
Upon selecting the address, the billing address details get auto-filled and are editable.
When editing, you may tick the checkbox if you wish to update the customer address records for future retrievals.
Ship To
A ship to is the customer who receives the specified goods and/or services in the sales order. It can be different than the sold-to customer. We need to make sure the addresses are defined in the customer mainetance applet.
Based on the entity selected, the bill to details gets auto-filled and are editable.
Click on the shipping address
Upon selecting the address, the shipping address details get auto-filled and are editable.
When editing, you may tick the checkbox if you wish to update the customer address records for future retrievals.
Sales Order - Line Items tab
Sales Order - Settlement tab
Sales Order - Department Hdr tab
Edit Existing Sales Order
Sales Order - Main tab
Sales Order - Account tab
Sales Order - Line Items tab
Sales Order - Delivery Details tab
Sales Order - Settlement tab
Sales Order - Department Hdr tab
Sales Order - Attachments tab
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