Creating a new Sale Order

The procedure for creating a new Sale Order <SO> is as follows:

1. Select Customer. Enter the Customer name, or click on the ? button for the Customer List. Select by clicking to highlight and Select [F3]. (The "Search By" box may also be used to find the correct customer from an extensive list).
2. Add [INS].
3. Customer Reference. This must be completed.
4. Order Reference. Enter the Sale Order number.
5. Location. Change if required, by clicking on the down arrow box and selecting appropriately.
6. Sale Order Date, Estimated Dispatch Date, In Store Date. To change the day, use the [up/down arrow keys]. To change the month use the [up/down arrow keys + shift key].
7. Add Line [INS] and add details as required. Below are the minimum details that must be entered.
   • Type. Use the down arrow key to select. The usual selection would be "Item".
   • Code. Enter the Item Code, or if unknown, use the [up/down arrow keys + shift key] to select.
   • Description. Automatically appears when item code is entered.
   • Unit of Measure. The default Unit of Measure for the item selected will automatically appear, although if the item has more than one Unit of measure, click in the box and use the down arrow key to select.
   • Price. The usual Cost price for the item will automatically appear if known.
   • Quoted. Enter in the quantity which may have been previously quoted for.
   • Price. Enter in the price quoted for the Unit of Measure selected.
   • Discount %. Enter if required. This is the discount taken off the quoted price (ie. in addition to).
   • Note. Enter if required.

If further details are required to be entered on the Sale Order, right click on the column headings, select "Columns" and turn on or off as appropriate.

7. Process [F9]. The options are:

• Process. The Sale Order will be Confirmed but not Completed,and can be edited by creating another version. A Sale Invoice transaction may be raised from it.
• Hold. The Sale Order will be held as 'Planned' and may be edited.
• Delete.
• Standing. This option may also be selected. By clicking on Standing, it means that the price quoted will remain the same and is not a one-off figure.