Set Up Sales Order for a New Company

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Expand/Collapse item  Overview

The Sales Order Setup Wizard provides several pages of questions and options that help you set up the Sales Order module for a new company. You must complete this wizard and additional procedures before using the Sales Order module to process sales orders, invoices, and shipping.

Expand/Collapse item  Before You Begin

Before beginning the Sales Order Setup Wizard, make sure you understand the following concepts:

       

The following must be set up before you can set up the Sales Order module:

  • The General Ledger and Accounts Receivable modules must be set up for this company.

  • If you will be using inventory, install and set up the Inventory Management module before setting up the Sales Order module. You can use the item default warehouse during sales order entry only if the Require Multiple Warehouses check box is selected in Inventory Management Options.

  • To post sales to the general ledger by division, the Accounts Receivable Divisions check box must be selected in Accounts Receivable Options. To post sales to the general ledger by warehouse, the Inventory Management module must be set up and the Require Multiple Warehouses check box must be selected in Inventory Management Options.

 

To set up the Sales Order module for a new company

  1. Before starting the Sales Order Setup Wizard, assemble the following information:

  2. The next automatic sales order and invoice numbers, according to your numbering system

  3. The default warehouse to use on sales orders and invoices

  4. Information about how your company handles checking for duplicate customer purchase order numbers

  5. The general ledger accounts to use as the default accounts during data entry for special items and customer deposits

  6. Information about how your company retains sales/quote history, customer last purchase history, customer sales history, and lot/serial number history

  7. A list of your open sales orders

  1. When you access the Sales Order module for a new company for the first time, the Sales Order Setup Wizard appears. Complete the Sales Order Setup Wizard.

  1. To print a listing of your wizard selections and other module default settings, on the Completing the Sales Order Setup Wizard page, click Wizard Listing.

  2. To review or change any default options not included in the Setup Wizard, select the Access Sales Order Options to change the default settings after clicking Finish check box.

  3. Complete these additional setup procedures:

  1. To establish shipping codes to automatically calculate freight charges in data entry tasks, see Set Up Shipping Rates.

  2. Create cancel/reason codes for tracking reasons why sales orders/quotes are deleted or put on hold. For more information, see Cancel/Reason Code Maintenance.

  3. If necessary, create miscellaneous, charge, and comment items in Miscellaneous Item Maintenance.

  4. If you will be using shipping tasks, access Shipping Setup Options to set default shipping options. For more information, see Set Up Shipping.

  1. If you will be entering shipments, create shipper IDs in Set Up Shipper IDs before beginning shipping data entry.

  2. Enter any open sales orders in Sales Order Entry. See Enter a Sales Order or Price Quote.

The Sales Order module is set up, and you are ready to process sales order transactions.