Path : Sales and Marketing > Order Processing

Image : Order Processing

Purpose :

When there is a quotation raise to a customer, the user can raise an order based on that raised Quotation. 

However, Order can be raised even without having a quotation as well.

Data Input

The user can query details pertaining to receipts giving;

• Sales order No
• Status
• Customer
• Date
• All Locations
• Store

And press <Find Transaction> Button.

(*) To process with a new order Press <New Transaction> button.

Customer :

Select the customer to process the order.

Store :

Select the Store from where order to be processed. Based on the selected store, it will be checked that whether stock is adequate enough to process the order.

However even without having inventories at the stocks, the order can be processed and in such situation that out of stock data will be picked for Business Intelligence (BI) information.

Sales Rep :

Select the Sales Representative from who order to be processed.

Trade Term:

Select an appropriate Payment Term pertaining to the order.

Description :

The user can enter addition details manually pertaining to each order.

Customer’s Reference  :

The customer’s purchase order number can be entered here as a reference. And this field is a mandatory field.

Payment Term :

The selected Payment Term for the Customer will automatically be referred to here.

Currency :

The selected Currency for the Customer will automatically be referred to  here.

Special Discount No :

When the discount given is a processed once discount, it shall be entered here.

Home > Sales and Marketing > Sales Discounts

Product :

Select one or more products for which order is to be processed. For each product following will be appeared.

UOM :

To be selected from the LOV. At the product creation the user is required to set the sellable UOM and such sellable UOM will be appear here.

Home > Administration > Products and Services > Product Master

Stock : 

This is the balance Stock available at the selected ‘Store’.

Quantity Ordered :

That is the Quantity considered in the order.

Quantity Allocated :

However when Quantity ordered can be supplied with the quantity available in the Stock, quantity allocated will be the available stock.

Unit Price :

At the Product Creation, the user requires to set the price of selected product. That price will be considered here.

Home > Administration > Products and Services > Product Pricing

Discount : At the Product Creation, the user requires to set the price of selected product. That price will be considered here.

Home > Sales and Marketing > Sales Discounts     

Gross Total :

Gross total is the value of total of order before tax being deducted.

Taxes :

Net Total : = Gross Total - Taxes

<Delete> : Press delete button to remove data of each product.

Service :

When the user requires to process the Purchase order, he can select a account             from the list.

<Save> : Press the button to save the details.

If Process Order is properly saved, a Reference No for Processed Sales Order is generated. This is in enter level.

Next it has to be Approved and Authorized.

Note :

Please make sure the Customer/Debtor and debtor master account is allocated

with credit limits and that is adequate to execute the Order.    

Home > Administration > Customers

Once the Purchase Order is processed, then the user is required to raise a Picking Slip and Dispatch Note respectively. With Dispatch note, the credit Invoice will also be raised.