About Blanket Sales Order

  • Blanket Sales Order can use for a long-term agreement between you and your customer.  
  • It can handle one item with multiple shipments at predetermined quantities, price and delivery dates.
  • The different between Blanket Sales Order and Sales Order is quantity in blanket order will not affect item availability for forecasting and planning purposes.
  • Sperate shipment can be setup as blanket sales order line and then converted into sales order at the time of shipping
Step-by-step guide

1, Use Search function to find Blanket Sales Order then click New

2, Fill up customer name remaining fields in General tab as necessary.

3, Enter Lines

Fields 

Description

Type

Select [Item] for item from item card.

No

Enter Item No. or select from item list if the Type is Item

Description

Item Description default from item cards, user can edit the description in the quotation line.

Quantity

Enter the quantity for the item

Unit of Measure Code

Unit of Measure default from Item Card Sales Unit.  

Unit Price Excl. VAT

Unit Price for the item 

Shipment DateEnter the shipment date that agreed with customer

4. Release the sales quote when the information is completed and ready to send to customer for confirm.