Step-by-step guide
1, Use Search function to find Sales Order then click New
2, Fill up the key field in General tab
- Customer - User can either enter the customer no. or customer name. The contact information to be copy from customer card
- Date fields - Date fields to be default by system. Please see Sales Order - Use of Dates in Sales Order for more details.
3, Enter Sales Lines information
Fields | Description |
|---|---|
No | Enter Item No. or select from item list if the Type is Item |
| Location | Enter the location. Location copies from customer if setup in exist |
Quantity | Enter the quantity |
Unit of Measure Code | Unit of Measure default from Item Card Sales Unit. |
Unit Price Excl. VAT | Unit Price for the item Copy from item card or sales price is set up is in exist |
3, Invoice Details
Currency Code, Payment Terms Code and Payment Method Code copies from Customer. User can change if needs.
Please note, Currency leave blank for Local Currency
4. Release the sales Order when the information is completed and ready to send to customer for confirm.