Sales Order - for selling item to customer. Sales order can create manually or create by use Order Import function.
This document introduces how to create sales order manually.
Step-by- step guide
1. Choose the 
icon, enter Sales Order, and then choose the related link
2. Click New to create new document
3. In General tab, enter the No., Customer Name and External Document No.
NOTE: Location for goods shipment to be default from Customer Card.
If the default value is not record in Customer, user can select Location in Shipping and Billing Tab.
4. In Lines tab, enter the order line details as below:
- Type = default Item
- No. / Ecommerce Item Reference No. = user can either enter Item No. or Ecommerce Item Reference No. if ecommerce item is entered for the customer (Ref.: Setup Ecommerce Item Mapping)
- Ecommerce Order ID
- Shipment Tracking No.
- Quantity
- Unit Price = Unit price to be default from Item or Sales Price if the master data is setup in related table, (Ref. Setup Sales Price and Discounts / How to create inventory item)
- Ecommerce Product SKU (if any)
- Tracking Url (if any)
- Ship-to Address / Ship-to Company / Ship-to Name etc
- Shipping Charge / Commission / Voucher etc. = select the related item code for enter the non-inventory item
In case example below (1) is inventory item it sells to customer; (2) is non-inventory item that use for charges for the sales order.
5. Release Sales Order
When all the information is entered, Release the sales order. Only released sales order can be process shipment in tablet.
Click Release button to release the sales order.
(NOTE: if user want to update the sales order after release, user need to reopen the sales order for edit then release again)
