Sales Orders

Sales Orders

Sales order plays a crucial role that helps to manage the entire process of moving the goods from the supplier to the customer. It acts as a key document that initiates and guides the various logistics functions, ensuring the order is processed, shipped, and delivered as per the customer's request.
To see the sales order page, go to Warehouse > Outbound > Sales Order, the sales order page will display as shown below.


Create a Sales Order

1. To create a sales order, on sales order page, click on Create New, the Sales Order creation page will display as shown below.


2. On sales order creation page, fill the details as below:
      a. Order Number: In this field, you can manually enter the order number (If any).
      b. Customer: Select the customer with the help of drop-down.
Notes
The user can add a new customer to their account via Warehouse > Configuration and Setup > Customer.
      c. Date: You can select the date (Past or Future date) by clicking on the date field. 
      d. Location/Shipment: In this section, manually enter the details i.e., Name, Address, Address 2, Suburb, Email, Contact, Phone and Close Time.
Alert
Location suburb is the mandatory field when creating a Sales Order.
      e. Order Information: In this section, manually enter the any useful details for the order in the available field such as, Your Reference, Other Reference, Special Instructions, Booking Time and Booking Reference.
      f. Order Items: Add the item in this field of the inbound stock items on order.
Alert
Order Item is the mandatory field when creating a sales order.
Info
To see the stock items, first select the customer and then click on Search for Items, the stock items will display.

  
3. Once details have been filled, click on Save to create the new Sales Order, once the Sales order will have created, it will display on the sales order page, as shown below.

Filter

1. If there is any existing filter then on sales order page, click on filter drop and down and select the applicable filter.
2. If you wish to filter the sales order page, on sales order page, click on Filter, a pop-up, Edit the Current Search Filter will display. 


3. Now, fill the details as describe below.
      a. Name: If you wish to give a name to filter to remember, manually enter the name in the top of the field.
      b. Once you add the name now, Select Field, Logic and Select Value with the help of drop-down button and then click on Add Rule button to save the changes. 
Info
In this example, we used Customer Name in Filter name, Customer in Select Field, Equal in Logic and TransVirtual in Select Value as shown below.

      c. If you wish to test the rule as it works, click on Validate button which will advise whether the rule is valid or not.
      d. Once successful you can select "Show Results" which will not only show the filtered list, it will also save the filter to the drop-down box.
      e. If you want to clear your filter by either refreshing your page or selecting the dropdown and then select "--CLEAR--".