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How Do I... |
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Add a New Miscellaneous, Charge, or Comment Item Code On the Fly |
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Enter Sales Order/Invoice and A/R Cash Receipts/Invoice Credit Card Information |
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To access Sales Order Entry, select Sales Order Main menu > Sales Order Entry.
To access Sales Order Inquiry, select Sales Order Main menu > Sales Order Inquiry.
Sales Order Inquiry fields can only be viewed.
Note When this task is accessed from Sage CRM, the system date is automatically used as the accounting date.
Before entering sales orders, if you are currently using a manual sales order system or a different computerized system, you may need to perform certain preliminary data entry procedures to ensure your accounting records are in balance. Customer information, including the customer name, billing address, shipping address, sales tax, terms, and applicable trade discounts, is retrieved automatically from the Customer file to speed the data entry process.
Use Sales Order Entry to enter information necessary to create sales orders, blanket master orders, repeating orders, back orders, and price quotes. Back orders are usually entered using Sales Order Entry during the initial conversion process. During normal operations, back orders are generated automatically during Invoice Data Entry if the quantity shipped is less than the quantity ordered.
Price schedules established in the Inventory Management module are accessed to provide automatic pricing of inventory line items. Charges for non-inventory items, such as services and fees, are accessed from Miscellaneous Item Maintenance.
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If the Enable Purchase Order Generation During Sales Order Entry check box is selected in Purchase Order Options, a Generate PO button appears allowing you to generate a purchase order from a sales order. If the Prompt to Generate Purchase Order on New Sales Orders check box is selected, you are prompted to generate a purchase order from a new sales order.
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If the Customer Relationship Management module is set up, you can access this task from Sage CRM to enter sales orders, customer quotes, and prospect quotes. Sales orders and customer quotes can be entered for Sage CRM companies that are related to Accounts Receivable customers. Prospect quotes can be entered for Sage CRM companies that are not related to customers. The prospect quotes for a Sage CRM company are automatically promoted to customer quotes if a relationship is later created between the company and an Accounts Receivable customer.
After the data is entered for a group of orders, you can print sales orders and picking sheets to help process the orders and prepare them for invoicing. During the invoicing process, all information entered in Sales Order Entry is retrieved and displayed automatically. After a sales order is shipped and invoiced completely, you can view the sales order using Sales Order and Quote History Inquiry.
Use Sales Order Recap to view order numbers entered using Sales Order Entry, including price quotes, master orders, repeating orders, RMAs, and Internet orders. Deleted order numbers, as well as processed order numbers are included on this report. History is not retained for master orders or repeating orders; however, master orders and repeating orders can be tracked in the Sales Order Recap. Sage CRM prospect quotes are not tracked in the Sales Order Recap.
You can view the Sales Order Entry window in normal or expanded view. The expanded view allows you to view more entries on the Lines tab. The Change View button is available only if your screen resolution is set to 1024 x 768 or higher.
1. Header |
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2. Address |
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3. Lines |
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Commodity Desc | |
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4. Totals |
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Deposit Amount | |
Commission Rate | |
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5. Payment |
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(Balance/Payment) Corp Sales Tax |