Page Comparison

Menu Path: Distribution > Order Taking > Misc Listing > General Sales Order Listing

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Filter Criteria:

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• All
• All except cancelled
• Approved
• Approval Required
• Canceled
• Payment

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• Select Branch
• Select Salesman
• Key in Customer
• Key in Exclude Customer → this function used if user want to generate for all sales order listing which exclude specific customer data
• Select Date and Date filter base on Transaction or Delivery Date → if customer use Sales Order Delivery Function
• Select Sales Order Type which configure from Drop Down List configuration
• Key In Specific Item Code or Key In Item Code Fuzzy Search or  Select the Item Category
• Select the Item Status
• Select Item Type
• Select Outstanding Quantity (with, without outstanding or both)
• Select Outstanding Payment (with, without outstanding or both)
• Select the Status → if approval required on the Sales Order Configuration
  • Active
  • Approved
  • Approved Required
  • Unapproved
• Select State
  • All
  • Created
  • Cancelled
• Select Order By (sort by)
• Tick Options → which additional information to be shown at Sales Order Listing Detail Report
  • Show Convert To Invoice
  • Show Cancel Sales Order
  • Show Cancel sales Order With Receipt 
  • Show Item Name

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• Click the blue colour sales order number (Eg: SO101148) to pop up sales order document page;
• Click the 'History' to the Sales Order History screen;
• Click the 'Edit' to jump to Edit Sales Order page;
• Click the checkbox 'Convert to Invoice' with highlighted in red colour to bulk convert the sales orders to invoices. Or tag the checkbox separately to the sales orders and click 'Convert to Invoice'. After done, the user will the those sales orders are disappeared from the list. Select Sales Lead → refer to Drop Down List for the sales lead configuration

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• Key In Specific Sales Order Number # → if user wish to generate details information for specific Sales Order
• Click 'Get Listing'

Notes:

• In Sales Order Listing Detail, users can refer to differents colors of background which identify the stock availability and selling price below cost
  • White or Default →  which mean that "There is Stock Vvailable" on that branch
  • Blue → which mean that "There is NO Stock Available" on that branch
  • Pink → which mean that item has "Selling Price is Below Cost"

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• Click on the Sales Order to see the Document Pop Up
• Click on Printable page and Printable page 2 for different types of headers

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Related WIKI pages:

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