| Table of Contents | ||||
|---|---|---|---|---|
|
...
Go to the Sales Order menu, click on the '+' button to Create a New Sales Order.
...
Sales Order - Main tab
You may key in the main details of the new document OR copy/Knock Off from other documents.
...
A bill to is the customer who pays for the sales order. It can be different than the sold-to customer. We need to
In order to proceed, kindly make sure the addresses are defined in the customer mainetance maintenance 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.
...
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
In order to proceed, kindly make sure the addresses are defined in the customer mainetance maintenance 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
An individual transaction stated on a sales order is referred to as a line item. One case of product X and two cases of product Y, for example, would count as two line items on the same sales order.
In order to proceed, kindly make sure the items are defined in the doc item maintenance applet.
Click on the '+' button to Add a New Line Item.
Search Item from the list.
Select the item
Main Details
Upon selecting, key in the main details of the item
...
Item Code: Used to uniquely identify items that you carry in inventory
Item Name: It is the name given to an item, and it is usually unique to each item identifiable by its item code.
UOM: A unit of measure (UOM) is the smallest unit of measurement that can be used to package or assemble a product.
Pricing Scheme: In addition to the default price, a Pricing Scheme allows you to establish a range of standard prices for a product. This enables you to generate customized pricing for certain clients
Quantity Base: Physical quantities that cannot be defined in terms of other quantities.
Quantity UOM: Total number of items by defined UOM
UOM to Base Ratio: Ratio between UOM and the quantity base.
Unit Price by UOM (Inclusive of tax): When a product item's pricing is based on a different unit of measure than its inventory unit of measure, you might specify pricing by the unit of measure (UOM).
Unit Discount by UOM (inclusive of tax): Here we can specify discounts by the unit of measure (UOM).
Unit Price (Inclusive of tax): Quoted, agreed, or standard pricing for your products and services.
Unit Discount: Specifying quoted, agreed, or standard discounts for your products and services.
Discount Amount: Unit discount times quantity base (Auto calculated).
Standard (STD): Amount: Unit Price times quantity (Auto calculated).
Net Amount:: Standard Amount minus discount amount )Auto calculated)..
SST Code: Sales and service tax code, used to determine the tax amount
SST/GST/VAT: Tax amount based on the codes selected
Tax Amount: Total tax amount after specifying GST/SST/VAT codes.
Net Amount (SST/GST/VAT ? Net Amount):
WHT Code: Withholding tax code, used to determine the tax amount
WHT: Withholding tax rate
WHT Amount: Withholding Tax amount based on the codes selected
Txn Amount: Transaction amount exclusive of discounts and taxes
Remarks: Add extra information to the line item. Communicate delivery mothods or special price to the users.
Note: You may Knock Off (KO) and/or Copy the item and quantity from existing docs. The KO configurations are done in the Organisation Applet > Company > Knock Off Config
Sales Order - Settlement tab
Sales Order - Department Hdr tab
...
Sales Order - Ecomsync tab
Sales Order - Status tab
Line Item
...
Menu
Line Items - Listing
Line Item - Details tab
...