How to Create a Sales Order

This guide will show you how to create a sales order step-by-step. Sales orders are vital for booking goods out, ensuring your order is correctly prepared for dispatch.

Step-by-Step Guide

1. Navigate to Sales Order

On the left-hand menu, click Goods Out, then select Sales Order. Click +New to open a new sales order screen.

2. Enter Sales Order Details

The sales order screen has two main parts: the top section for administrative details and the bottom section for order lines. Complete the following fields in the top section:

• Reference: Enter the product reference for your sales order.
• Expected Date of Dispatch: Select the expected dispatch date (and time if needed).
• Account: Choose an account from the dropdown list.
• Warehouse: Select the warehouse linked to the account.
• Customer: Choose the customer from the dropdown list.
• Carrier: Select a carrier for the order.
• Goods Out Bay: This will automatically fill once you choose an account.
• Pick Reference: This is an optional extra reference field.
• Load Reference: Add any additional information here.
• Notes: Add notes that will appear on the dispatch note.
• Delivery Address: Enter or select the delivery address.

3. Add Order Lines

Scroll down to the Order Lines section to add product details:

• Product: Select the product from the dropdown list.
• Available Stock: Once selected, the available stock will be shown.
• Quantity: Enter the quantity needed for the order.
• Remove: Use this option to remove a product if it's no longer needed.
• Save: Click to save the product to the order.

You can initially add up to 5 products. To add more, select Add Line or Add 5 Lines.

4. Review and Finalise the Sales Order

Your new sales order will appear in the Sales Orders screen with a status of Pending. To change the status, click on the order to go back to the sales order screen.

5. Save and Process Picks

At the top, you'll see a box to Save and Process Picks. Select this if you are ready to proceed. Once selected, the sales order status will change to Allocated, and a pick list will be generated.

6. Review Sales Order Summary

After processing the picks, a Summary Section will appear below the order lines, showing a detailed summary of the sales order.

7. Complete the Sales Order

Once the pick list has been completed, return to the sales order. The status will then update to Completed.

FAQs

What is the purpose of the Goods Out Bay field?

The Goods Out Bay field automatically fills once an account is selected. It helps to identify the correct location for picking and dispatching goods.

Can I edit the sales order after saving it?

Yes, you can return to the sales order and make changes before you process the picks.

What happens if there is not enough stock for my order?

The system will notify you of the available stock when you add products. You may need to adjust the order quantity or restock your inventory.

How do I cancel a sales order?

You can cancel the sales order by selecting the order and using the appropriate cancellation option before it is processed.

Can I add more than 5 products to a sales order?

Yes, you can add more lines by clicking Add Line or Add 5 Lines at the bottom of the order lines section.