Create a Sales Order

Create a new Sales Order, Print a Packing Slip and Book a Courier.

Introduction

Create a Sales Order

Save the Sales Order

Create a Packing Slip

Print an invoice

Book a Courier

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Introduction

You can create a new Sales Order from the Sales Order module menu or from the right side menu bar. There are several options in the Sales Order screens.

When you have entered your Sales Order, you can print a Packing Slip, print an Invoice for the order and Book a courier.

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Create a Sales Order

 To create a new Sales Order:

• Go to Sales > Sales Orders.
• Click New Sales Order.

OR:

• Click Sales Orders from the right side menu bar.

 

In the Create new sales order screen:

• Select the Receivable account from the dropdown list.
• Click Confirm.

 

In the Order screen:

The Receivable account and the Branch they are associated with will display. The order will have been automatically allocated a Sales Order number which will display in the top menu bar beside the Client description.

• You can now add the Ordered by, Client order number and Client reference details. These details will appear on the Packing Slip screen if entered here. If you do not enter these details here, you can add them to the Packing Slip later.
• Select the Stock Item from the dropdown list.
• Enter the Quantity required.
• Show Cost price and margin: Check this field to display cost price and margin on the Sales Order.
• Pickup Status: You can select from the dropdown list. The options are Pickup Required, No Pickup, Awaiting Pickup, Picked Up. You can use the Advanced search to find any orders by a selected Pickup Status.
• Click Now to add this item to the order.

The item will now display in the lower part of the screen.

• Continue adding more items as required.

Save

You can Save the order at any time.

• Click Save at the top left of the screen.

This allows you to Save an incomplete order without yet creating a Packing Slip or sending it.

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Save the Sales Order and following Options

When you have completed the Sales Order lines:

• Click Save and Close.

This takes you to the Create a Packing Slip screen.

 

Now you are at the Create packing slip for sales order screen. Here there are many options. You can perform any or a combination of these tasks.

1. 1. Create a Packing Slip.

   2. Print an invoice for the Sales Order.

   3. Book a Courier.                                                                           

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1. Create a Packing Slip

If a Packing Slip is required:

• Check Print (view) packing slip.
• Select the Taken By person's name from the dropdown list, or enter the name in the Taken by (override) field.
• Click Save and Close.

Alternatively, if a Packing Slip is not required:

• Leave Print (view) packing slip unchecked.
• Click Close but don't create p/s.

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2. Print an invoice for the Sales Order

If you require an Invoice right away, then in the Create packing slip screen:

• Check Invoice and print.
• Select the Taken by person from the dropdown list.
• Enter the Client order number.
• Click Save and Close.

This will print the invoice to screen, where you can print or save it.

 

Alternatively, if an Invoice is not required at this stage, leave Invoice and print unchecked.

 

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3. Book a Courier and send a text or email notification

In the Create packing slip screen you have the option to book a Courier for the goods sold.

If you wish to book a Courier, then in the Create packing slip screen:

• Select a Courier from the dropdown list, or add one from the Plus icon.
• Click Book courier.

This takes you to the Book Courier screen where you can Confirm the courier and send a notification message via text or email to your customer.

• Enter the Courier tracking number.
• Enter the Freight charge.

 

Now you can send a notification message.

Send tracking ref via text. Refer below for details.

OR:

Send tracking ref via email. Refer below for details.

• Click Confirm.

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Send tracking ref via text

In the New Text SMS screen:

• Select the person to send a text notification to.

The standard message can be edited here if required.

• Click Send to send the text.

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Send tracking ref via email

In the New Email screen:

• Select the person to send an email notification to.
• Enter a Subject for the email.

The standard message can be edited here if required.

• Click Send to send the email.

• Click Save and Close.

This will print the Packing Slip.

 

Alternatively, if you do not need to book a Courier:

• Click Save and Close.

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Last updated: 24 April 2023