Sales order outstanding

i. Web Create Sales Order
– Create New Line
– Batch Entry
– Create Promotion Item
ii. Sales order with color tag
iii. 5 Cents Rounding (Manually Add)
iv. PreCheck Stock
v. KIV Sales Order
vi. Batch Confirm Sales order
vii. Batch Approve Credit
viii. Batch Void
ix. Batch Update Remark 2

Sales Order Outstanding

There are 2 transaction flows for Sales Order Processing:

Sales Order Processing with Sales Return:

Sales Order Processing without Sales Return:

i. Web Create Sales Order

Click Create.

Under Document Section, fill in: Your Ref. – any reference number (if any)
Remark 1 – any remark (if any)
Remark 2 – any remark (if any)

Under Customer Section, select customer.

Check the Salesman and change it if needed.

Click Save and Continue.

Scroll down to bottom, and Sales Order Lines section will appeared.

To add items in the Sales Order, click Create New Line or Batch Entry.

click here to close

Create New Line

The item page will show # as the Item number.

In the Item box, type to search the products. Click to select the item.

After the item chosen, the page will display the stock information and history of the item.

Check the UOM Rate shown beside the UOM chosen.

Fill in Quantity, select UOM, edit Price, discount if any, GST Code, and Remark if any.
Click Create button.

The page will refresh and the items created will be displayed at below “Sales Order Lines” section.

Once item finish created, click Cancel button to return to the Sales Order header page.

click here to close

Batch Entry

The page will display 20 lines, fill up all items then click Create button.

click here to close

Create Promotion Item

Return to the Sales Order header page.

To create items with Promotion, click Promotion button.

Tick to select the promotion from the list.

The promotion details page:

Fill in Quantity

Drop down the yellow box to choose the FOC items.

Click Create

A message appeared “3 lines created with promotion [CHERRYCOLA-2016].”

Sales Order Lines will show the items and tagged with the Promo Code.

At the Sales Order header page, fill in footer discount (if any).

Save or Confirm the Sales Order

Delete – to delete the Sales Order PERMANENTLY in the system.
Copy To – use this to copy the Sales Order as a new Sales Order/Sales Return/Credit Note/Purchase Invoice
KIV – move this Sales Order to KIV List.
Reverse Credit Approval – if the sales order already Credit Approved, click this to reverse the action
Sort – to sort the items’ order again follow item code sequence
Save – Save the Sales Order as Draft status.
Confirm – the system will check the Stock level/Pricing/Customer Credit:

Status: Draft – if the customer credit being blocked.
Status: WIP – if Customer Credit no issue.

Void – to cancel the Sales Order, status will be VOID.
Close – close the Sales Order and return to the Sales Order Outstanding page.

Once done key in items at the Sales Order, click Confirm.

Message “Sales Order [xxxxx] confirmed. Status = [WIP]

Click the link Click here to go to generate picking list to access to Picking page

click here to close

ii. Sales order with color Tag

click here to close

iii.5 Cents Rounding (Manually Add)

Add Sales Order/Sales Invoice/Sales Return/Credit Note, you may manually insert the 5 cents Rounding to total Net Amount. At the document total section, click the button to insert rounding

Message appeared “Add Rounding?”, click OK

Check the rounding amount. Click green button to refresh the rounding amount EVERYTIME you edit the Sales order. Click red x to delete the rounding.

click here to close

iv. Precheck Stock

At Sales Order (Outstanding) page, you may perform a PreCheck Stock for Sales Order(s) at draft and WIP Status.

Tick the sales order that you wish to check stock availability.

Click PreCheck Stock.

It will show the out of stock item, and short quantity.

click here to close

v. KIV Sales Order

– To move Sales Order to KIV list, for some cases of Pending or Delaying issue

– Move to KIV list, so that the Sales Order won’t appear at the Sales Order (Outstanding) page.

– Create the Sales Order first. .

Tick the Sales Order that you want to move to KIV List.

Click K.I.V.

Fill in the K.I.V. Remark.

Click OK.

Message: 2 Sales Order(s) has been placed to K.I.V. Click here to go to K.I.V list

Or, click KIV List, to view the KIV Sales Order.

When the Sales Order ready to be proceed, go to KIV List, and click green reverse button to reverse to draft again

click here to close

vi. Batch Confirm Sales Order

At Sales Order (Outstanding) page, you may perform Batch Confirm Sales Order(s) at draft to WIP.

Tick all sales order, or tick only Draft status sales order. Then click Batch Confirm.

Click OK.

Message: Sales Order [xxxx] confirmed. Status = [WIP]

click here to close

vii. Batch Approve Credit

At Sales Order (Outstanding) page, you may perform Batch Approve Credit for credit blocked sales order(s).

Tick the sales orders that being credit block, click Batch Approve Credit.

Fill in the Credit Approval Remark, and click Approve

Message: 2 sales order(s) has been credit limit approved.

click here to close

vii. Batch Void

At Sales Order (Outstanding) page, you may perform Batch Void sales order(s) at draft and WIP.

Tick the sales order(s) that you want to void, then click Batch Void.

Click Void.

Message: 2 sales order(s) has been voided.

click here to close

ix. Batch Update Remark 2

At Sales Order (Outstanding) page, you may perform Batch Update Remark 2 for sales order(s) at draft and WIP.

Tick the Sales Order that want to update Remark 2. Click Update Remark 2.

Fill in the Remark 2. Then click OK.

Message: 2 sales order(s) remark 2 has been updated.

Check the Sales Order document section, remark 02, has been updated.

click here to close