Page Comparison

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

Image RemovedImage Added

• 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

• Select Sales Lead → refer to Drop Down List for the sales lead configuration

Image Added

• Key In Specific Sales Order Number # → if user wish to generate details information for specific Sales Order
• Click 'Get Listing'
• Image Removed
• Click the blue colour sales order number (Eg: SO1011476) 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;
• Blue  Colour > No Stock for the SO's branch
Pink Colour > Item beflow Cost

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"

Image Added

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

Image Added

Image Added

Related WIKI pages:

...