Menu Path: Distribution > Order Taking > Create Sales Order
Sales Order is a document originated by the seller listing the goods or services ordered by a customer and other information such as prices and delivery dates.
- Key in MemberCard Number and click 'Submit';
- Click on the 'Customer' to add a customer;
- You can add a contact to existing customer account by clicking on 'Add Contact'.
- Select Salesman;
- Enter the Transaction Date;
- Enter the Credit Terms / Reference / Remarks and click on 'Submit'. Remarks can be any additional information that the user might want to take note of.
- Key in Currency exchange rate on base of Malaysia Ringgit and click on 'Submit'.
- Group Discount is applicable to SO by two method:
- Group Discount (%)
- Group Discount Amount
- Select GL Dimension and Sales Lead and click 'Submit';
- Click on 'Item' to add items, the items that have been added will appear on the item list.
- To change the details of item, click on 'Edit' under the Action field. To remove the item from the list, click on 'Delete'.
- To view the gross profit, scroll the mouse to the 'Gross Profit' button, there will be a box appear showing the amount.
- From the example, If we can see the gross profit is RM30. The item list price is RM130, so we are able to know that the cost price is RM100.
- Now you can either choose to 'Create Sales Order' or 'Create SO & Invoice'.
- If delivery is required to this order, need to key in the Sender and Receiver information in details. After done, click 'Save Delivery Details'.
- The Delivery Messages can be the messages that is printed on a card attached to the item to be delivered.
- The drop down list for Header, Footer and Message for Delivery Messages can be configure in the Distribution > Maintenance >Drop Down List.
- If the customer had made a payment, enter the payment details. If there is any receipts from the sales order, user can key in here.
- Remember to click on the 'ReCalculate' to calculate the total amount.
NOTEļ¼If the customer had already made a payment, you can only click on 'Create Sales Order', you CANNOT click on 'Create SO & Invoice'. This is because an Invoice cannot be issued to a customer who had already settled the payment.
Others
- After an Invoice is created via 'Create SO & Invoice', the invoice can be settled through the Customer > Tasks > Settle Document / Create Deposit.