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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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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 ID: Customer Code, auto-filled when customer entity is selected.
Entity Name: Customer Name, auto-filled when customer entity is selected.
Status: Active or Inactive.Auto-filled when customer entity is selected.
Entity Type: Corporate or Individual. Auto-filled when customer entity is selected.
Identity Type: IC or Passport, auto-filled when customer entity is selected.
ID Number: IC or Passport number, auto-filled when customer entity is selected.
Currency: To determined based on the pricing condition what you are maintaining. Auto-filled when customer entity is selected.
GL Code: A number used to record business transactions in the general ledger. Auto-filled when customer entity is selected.
Description: Additional notes. Auto-filled when customer entity is selected.
Email: A central email through which customers want to communicate. Auto-filled when customer entity is selected.
Phone Number: A central phone number through which customers want to communicate. Auto-filled when customer entity is selected.
Entity Details
All relevant information from the Customer master record will be copied from here to the sales order.
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