The ability to select or search for sales orders
Fill in the simple information of the order
| Customer Number | Select customer, name/shipping address/contact information will be filled in automatically |
| VAT business posting group | Customers who will be marked with GST |
| Posting Date | Record the date of entry, such as the date of receipt and invoice |
| order date | customer order date |
| expiry date | When you post an invoice as the invoice due date, it will be automatically recalculated based on the posting date and payment terms |
| required delivery date | Delivery day requested by the customer |
| Salesperson Code / Responsibility Center | Salesperson, if logged in, will be automatically linked |
| Released by finance | Prompt that finance has approved the shipment |
| work description | Supplementary work details |
Line: Specify Sales Items and Expenses
| project | Select the commodity to be stored, the general ledger account is for the special expenses/expenses here, and the item is for the commodity that needs to calculate the commodity cost |
| serial number | G/L account number or commodity number The description is automatically derived from the number, you can override the description at any time, and you can enter a note |
| warehouse code | Specify the inventory locations from which items to be sold should be selected and where inventory reductions should be registered |
| quantity | According to the number of units |
| Unit price does not include VAT | The unit price of the commodity, if there is GST commodity tax, can be entered |
| discount line | discount percentage |
| Quantity to be shipped / Quantity to be invoiced | Used to indicate the number of pending releases to receive/credit |
| Shipped Quantity/Invoiced Quantity | Items received or billed |
3) Additional sales information
3.1 Receipt/Invoice Label
| Currency - currency code | Sales currency, will be based on customer data |
| Prices include VAT | change sales price |
| Payment terms code | Change payment terms, according to customer profile |
3.2 Shipping and Billing Labels
- Shipping: Select the shipping address
- Default: The default address of the client itself
- Alternate Shipping Address: Select customer's other address
- Custom address: re-enter the order address
- Billing: Select Billing Address
- Default: Existing Customer
- Another customer: select the second customer to pay
3.3 Advance payment
This will not support documents without an address unless there is already a prepaid document
Prepayment %: Set the prepayment %, which will be automatically arranged to all sales columns after setting. Can also be set directly on the sales column.
4. Shipping Preparation (NA)
1) An invoice and delivery
The first step is to "publish" the order
Step 2 Press "Create Whse. Shipment" (NA)
2) Multiple shipping orders
Search for "Warehouse Shipping List"
Fill in "Location Code"
Under "Functions" press "Get Source Files"
a file
5. Guidelines for Preparing for Receipt
Ready to ship or ship in stock, press 'Create Pick'
Go to "Print" to check the documents that need to be printed to the warehouse, if not, you can leave it blank
If you want to review the extraction instructions, click "Extract Line"
That is to say, some quantities have been dispatched and have not been arranged for shipment.
6. Change any decision
A. Increase the number
If the customer wants to increase the order quantity, it can be as follows:
- Create additional sales lines
- Create another sales document to be included later in the shipment
Repeat "Merge Shipments", remember to put the new sales line into the same shipment
Existing extraction lines need to be deleted, or wait for extraction to complete
B. Reduce the number
Need to delete the following one by one
- Delete the relevant extraction line (if Pick is not done)
- Delete warehouse shipping lines
- Change/delete/add sales line
Reduced orders can:
- Can be re-added at the shipping line
- Can create "extract lines"