Sales Order is a document created upon receiving a purchase order from the customer indicating the details of the product or service that the
customer want to purchase.
Creating a Sales Order
Follow the steps below,
- Go to Navigation Panel > Sales > Sales Order.
- Click Add New Sales Order.
- A pop-up form will appear.
- Select a Customer who you are creating a sales order for. Click
button to add a new customer.
- Select a Transaction Date. The current date is displayed initially, hence, you can change it.
- Select a Branch.
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Select the Product or Service included in the purchase order.
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Enter the Quantity of the item.
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You may change the Rate and the Amount of the item.
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If there's a discount, select Percent and input the amount of discount.
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Click Save.
Upload Items
Check the Upload Items checkbox for bulk upload of items you want to include to the sales order.
- Click Choose a file to upload the xls file of the items you want to upload.
- Click Download Template to download the right format of the xls file.
- Click Upload Items.
Approving Sales Order
- Mark the checkbox of the sales order row that you want to approve.
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Click Bulk Action and click Approve Level 1.
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A confirmation modal will appear, click OK.
Note:
Go to Company Setup > Default Settings, head to the System Preference tab to enable/disable the approval for Sales Order.
You may also set here the number of approvals for the request to be approved.
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To reject a sales order, check the row of the sales invoice, click Bulk Action and click Reject.
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A confirmation modal will appear, click OK.
Creating an Urgent Sales Order
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First, enable the tagging of urgent for a Sales Order transaction in the Default Settings.
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Head to Company Setup > Default Settings, click System Preference tab and enable the urgent tagging.
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You may set here the number of days of interval for a new urgent Sales Order to be created.
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You may also set the number of items that can be added in an urgent Sales Order.
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Once enabled, a checkbox will be displayed in the Sales Order form.
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Mark the checkbox to tag the Sales Order as urgent.
Note:
You can only create an urgent Sales Order once per day per customer.
Canceling a Sales Order
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Mark the sales order row.
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Click Bulk Action and click Cancel.
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A confirmation modal will appear.
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Mark the checkbox if you want to recycle the Sales Order number upon cancelling.
Note:
- Only Sales Orders that are not yet assigned can be canceled.