A Sale Order can be raised from a pre-prepared Sale Quote, which has already been sent to the customer.
The procedure is as follows:
Select Customer. Enter the Customer name, or click on the ? button for the Customer List, then click to highlight and Select [F3].
Customer Reference. Enter if required.
Order Reference. This will automatically be allocated once the transaction is confirmed.
Click on the "Select" button at the bottom of the screen. The list of available transactions that are available for the Sale Order to be raised from, will appear.
Click to highlight on the appropriate Sale Quote and Select [F3].
This will automatically recall the items which have been quoted for on the Sale Quote. If there are any differences in quantity between the items quoted and the items actually being ordered, click on the box in the "Ordered" column and enter the correct quantity. The price may also be entered, if the change in quantity being ordered has an effect on the price quoted.
Further lines for items not originally on the Sale Quote may also be Added [INS], and details entered as required.
Location. Ensure the correct location is being used. Click on the down arrow key to change if necessary.
Sale Order Date, Estimated Dispatch Date, In Store Date. These will default to the current date. To change the day, use the [up/down arrow keys]. To change the month, use the [up/down arrow keys + shift key].
8. Process [F9]
If all items on the Sale Order have been delivered exactly as the Sale Quote has requested, and there have been no adjustments, then complete immediately, and elect to "Close Source", being the original Sale Quote. This will have the effect of completing the Sale Quote, and no further documentation will be able to be raised from it. This will also have the effect of completing the Sale Order and no further documentation, such as a Sale Invoice will be able to be raised from it.
Process, but do not complete immediately. This will allow a further version of the transaction, but the original transaction will stay Confirmed but not Completed, and another document such as a Sale Invoice will be able to be raised from it.
Hold. The Sale Order transaction will remain in a 'Planned' state and is able to be edited.
Delete.
A Sale Order which has had a Sale Dispatch raised from it, but not all items have been delivered, may stay open until all items have been delivered. This may take more than one delivery to the customer.
