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Menu PathDistribution > 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.
    NOTEļ¼šIf 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.
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