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أمر بيع

The sales order contains information regarding sales orders. You can add, update, delete, or print the sales orders.

 

Adding a New Sales Order with Sales Quotation

To add a new sales order with a sales quotation, go to Inventory > Sales > Sales Order, the sales order page is displayed.

Click on the Manage icon at the top of the page.

Order Number: This field is auto-generated by the system.

Date: This field sets the date of the sales order.

Process Type: Select the sales quotation option.

Quotation Number: Enter the quotation number against which you want to create the sales order.

Valid upto: This field sets the validity of the sales order till the mentioned date.

Salesman: This field allows the selection of salesman code from the drop-down list.

Salesman Name: This field is auto-fetched by the system.

Warehouse: This field is auto-fetched if the warehouse is linked with the salesman. Otherwise, it can be entered manually.

Warehouse Name: This field is auto-fetched by the system based on the warehouse code.

Customer: This field allows the selection of the customer code from the drop-down list.

Customer Name: This field is auto-fetched by the system.

Customer Address: This field is auto-fetched by the system.

Customer VAT/Tax ID: This field is auto-fetched by the system, otherwise can be entered manually.

Tax Exempted? This field is auto-fetched by the system.

Reference Number: This field sets the reference number for this document.

Attention: This field contains the message or comment to be noticed.

Customer Reference: This field sets the reference of the customer.

Payment Terms: This field sets the payment terms and conditions if any apply to the sales order.

After entering all the information in the above fields, click on the Search button of the Quotation Number.

Click on the Show button and enter the Quantity for items of Sales Order.

Click on the Process All button to process the added items.

Click on the Proceed button to save the information.

Instruction Remarks: This field sets the instructions or guidelines for the sales order.

Tax Group ID: This field allows you the selection of the Global tax.

Shipping Terms: This field sets the shipping terms of the sales order if applicable.

Click on the Save button at the top of the page.

Adding a New Sales Order without Sales Quotation

To add a new sales order without sales quotation, go to Inventory > Sales > Sales Order, the sales order page is displayed.

Click on the Manage icon at the top of the page.

Order Number: This field is auto-generated by the system.

Date: This field sets the date of the sales order.

Process Type: Select the Select option.

Document Number: This field is empty.

Valid upto: This field sets the validity of the sales order till the mentioned date.

Salesman: This field allows the selection of the salesman code from the drop-down list.

Salesman Name: This field is auto-fetched by the system.

Warehouse: This field is auto-fetched by the system in case the warehouse is linked with the salesman. Otherwise, this field can be entered manually.

Warehouse Name: This field is auto-fetched by the system based on the warehouse code.

Customer: This field allows the selection of the customer code from the drop-down list.

Customer Name: This field is auto-fetched by the system based on the customer code.

Customer Address: This field is auto-fetched by the system based on the customer code.

Customer VAT/Tax ID: This field is auto-fetched by the system, otherwise can be entered manually.

Tax Exempted? This field is auto-fetched by the system.

Reference Number: This field sets the reference number for this document.

Attention: This field sets/contains the message or comment to be noticed.

Customer Reference: This field sets the reference of the customer.

Payment Terms: This field sets the payment terms and conditions if any apply to the sales order.

After entering all the information in the above fields, click on the Add New Item button.

Option-1: Direct Addition of Items:

Click on the Add New Item button.

Item Type: This field allows the selection of the item type from the drop-down list. For example, you can select from the Inventory, Service, and Sales group.

Item code: This field selects the item code either from the drop-down list or a particular item code.

Quantity: This field sets the number of items to be selected.

Unit: You can select the unit from the drop-down list.

Price: This field allows the selection of price channels or price types. In front of it, is the price amount selected.

Currency Code: This field allows the selection of currency code from eth drop-down list.

Currency Rate: This field is auto-fetched by the system depending on the currency code selected.

Discount: Discount Rate: This field sets the percentage of the discount. Discount Amount: This field is auto-fetched by the system.

Click on the OK button to save the information.

 

Instruction Remarks: This field sets the instructions or guidelines for the sales order.

Tax Group ID: This field allows you the selection of the global tax.

Shipping Terms: This field sets the shipping terms of the sales order if applicable.

Click on the Save button at the top of the page.

Document Upload: This button allows you to upload the scanned images of the invoice or any other relevant images or files.

You can choose the files of images and save the images by clicking on the OK button.

Once you have uploaded the document, click on the Save button at the top of the page to save the information.

Option-2: Addition of Items through Excel Sheet:

Click on the Download File button first.

Edit/add more items as per requirement in the Downloaded Excel Sheet.

Now save this downloaded file after editing on your desktop. Upload the same file by clicking on the Upload button.

Instruction Remarks: This field sets the instructions or guidelines comments.

Tax Group ID: This field allows the selection of the global tax if applicable.

Shipping Terms: This field sets the shipping terms and conditions for this purchase quotation.

Document Upload: This button allows you to upload the scanned images of the invoice or any other relevant images or files.

You can choose the files of images and save the images by clicking on the OK button.

Once you have uploaded the document, click on the Save button at the top of the page to save the information.

Click on the Save button at the top of the page to save the information.

Updating the Sales Order

To update a sales order, go to Inventory > Sales > Sales Order, the sales order page is displayed.

Select the desired row from the list of sales orders.

There are four icons in front of each row that is Load, Edit, Print, and Delete.

Click on the Edit (blue pencil) icon to update the information.

You can update the information of the sales order and click on the Save button to save the information.

Deleting the Sales Order

To delete a sales order, go to Inventory > Sales > Sales Order, the sales order page is displayed.

Select the desired row from the list of sales orders.

There are four icons in front of each row that is Load, Edit, Print, and Delete.

Click on the Delete (red) icon to delete the information.

Click on the Yes button to confirm the deletion.

Printing the Sales Order

To print a sales quotation, go to Inventory > Sales > Sales Order, the sales order page is displayed.

Select the desired row from the list of sales orders.

There are four icons in front of each row that is Load, Edit, Print, and Delete.

Click on the Print (green) icon to print the information.