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Go to the Sales Order menu, and 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, 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
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Transaction in which the sales order is fully or partially settled.
Click on the '+' button to Add a New Settlement
Select the Settlement method
Based on the settlement type, the user needs to key in the required fields. For settlement type 'Cash':
Click the 'Add' button to record the settlement against the sales order:
Once added, a new row will be created under the Settlement tab and the Total and Outstanding amounts will be updated accordingly. User may click on the Save button to record the changes.
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Go to the Sales Order menu, and click on the exiting sales order to Edit an existing Sales Order.
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Sales Order - Delivery Details tab
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Any Sales order can have one or more files attached to it for future records and references. For example Sales quotationquotations, Screenshots, etc
Click on the '+' button to add a new Attachment
Click 'Upload file(s)' button or drag and drop file(s)
Click 'Add' button
A confirmation message will be displayed and a new atachment attachment will be listed under Atachments Attachments tab
Sales Order - Export tab
Sales Order - Ecomsync tab
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The Document can be exported to PDF, CSV, DOCX, and ZIP files.
Go to the export tab
Click on the Export PDF, CSV, DOCX, or ZIP button.
Upon exporting the documents, the system will show a success message, and users will be able to view the file that has been downloaded to their device.
Sales Order - Ecomsync tab
To Manage Market place status, view document details, and get or view the document printables from different marketplaces.
Marketplace status tab - Change the status of the order for marketplace.
Detail tab - View the details of the marketplace order
Printable tab - Get or view all marketplace related document printables by clicking “Get Document(s)“
Sales Order - Status tab
In order to change the document status to delete, users will go to the status tab and click on the “Delete“ button
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Line Item Menu
Line Items - Listing
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