Menu Path: Distribution > Order Taking > Misc Listing > General Sales Order Listing
This is the basic Sales Order Listing Detail that allow users to filter by Outstanding Amount of the Sales Order, creation Date, by branch.
Filter Criteria:
- Branch;
- Salesman;
- GL Dimension;
- Customer;
- Exclude Customer;
- Date Range;
- Distribution Type;
- Outstanding Qty (quantity);
- Status including:
- All
- All except cancelled
- Approved
- Approval Required
- Canceled
- Payment
- Order By;
- Options:
- Show Convert To Invoice
- Show Cancel Sales Order
- Show Cancel sales Order With Receipt
- Show Item Name
- Sales Order Number.
- 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.