Sales Order Entry / Sales Order Inquiry

 

Window Details

Navigation

Overview

Fields

 

How Do I...

 

 

Enter a Sales Order or Price Quote

Process Customer Deposits

Save Default Values for Sales Order and Invoice Data Entry

Post Credit Card and ACH Settlement Amounts

Copy Sales Order Information

Recalculate Sales Tax on a Sales Order or Invoice

Assign a Default Warehouse to a Ship-to Address

Enter a Sage CRM Prospect Quote

Assign a Default E-mail Address to a Ship-to Address

Enter a Sage CRM Sales Order or Customer Quote

Add a New Miscellaneous, Charge, or Comment Item Code On the Fly

Enter a Sage CRM Opportunity On the Fly

Look Up an Item by Alias Number

Enter a Sales Kit

Enter Options for Standard Bills and Sales Kits

Enter an Extended Item Description

Enter Sales Order/Invoice and A/R Cash Receipts/Invoice Credit Card Information

Use the Last Purchase Price on an Order

Process ACH Payment Transactions

Reauthorize a Credit Card Transaction

   

 

Related Topics

 

 

Grids

Setting Up SO, AR, and eBM to Process Credit Card Transactions Flowchart

Calculating Sales Commissions

Receiving Payment by Credit Card From Your Customers Flowchart

Determining and Updating Quantities

Sales Order/Invoice FAQs

General Ledger Accounts

Retaining Sales Order History

Using Sales Kits

Customer Relationship Management FAQs

Sales Order Paid by Credit Card Flowchart

 

 

 

Navigation

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.

Overview

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.

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.

Fields

 

User

   

1. Header

 

Order Date

No. of Ship Labels

Order Type

Quick Print Without Displaying Printing Window

Cycle Code

Ship To Addr

Master/Repeating Order

Terms Code

RMA Number

Ship Via

Customer No.

FOB

Prospect ID

Confirm To

Cust PO

E-mail

Promoted to Order On

Fax No.

Last Order/Invoice Date

Batch Fax

Last Order/Invoice No.

Comment

Ship/Expire Date

Salesperson

Status

Split Comm

Reason

Job No.

Whse

IT User ID

Schedule/Exemption

IT User Name

Print Order

Sage CRM User

Print Pick Sheets

Sage CRM Opportunity

 

 

2. Address

 

Bill To

(Bill To) Name

(Bill To) Country

(Bill To) Address

(Bill To) ZIP/Postal Code

(Bill To) City

(Bill To) State/Province

Ship To

Residential Address

(Ship To) Name

(Ship To) Country

(Ship To) Address

(Ship To) ZIP/Postal Code

(Ship To) City

(Ship To) State/Province

 

 

 

3. Lines

 

Grid Button Bar

Cost Account

Quick Row

Warranty Code

Line Number

Expiration Date

Item Code

Promise Date

Ordered

Customer Action

Backordered

Item Type

Original Qty

Product Line

Balance

Product Type

Unit Price

Price Code

Extension

Costing

Comment

Extended Desc

Description

Component

Warehouse

Alias Item

Unit of Measure

Vendor Number

Shipped

PO Number

Ordered To Date

PO Req Date

Shipped To Date

Options

Cost Code

Revision

Cost Type

Total Amount

Price Level

Commodity Code

Tax Class

Commodity Desc

Discountable

Alt Tax ID

Disc %

Tax Type Applied

Drop Ship

Net/Gross

Commissionable

Debit/Credit

Subj to Exempt

Tax Amount

Cost

Tax Rate

Sales Account

 

 

 

4. Totals

 

Order Date

Ship Weight

Order Type

Freight Amount

Prospect ID

Deposit Payment Type

Salesperson

Check Number/Reference Number

Amount Subject to Discount

Deposit Amount

Discount Rate

Commission Rate

Discount Amount

Sales Tax Amount

Taxable Amount

Order Total

Non-Taxable Amount

Net Order

Ship Zone

 

 

 

5. Payment

 

Payment ID

Save

Payment Type

Account Type

Card Type

Primary

Bank

Last Four Routing

Last Four Digits

Expiration Month/Year

Account / Cardholder Name

Country

Address

ZIP/Postal Code

City

State/Province

E-mail Address

Comment

Corporate ID/PO

Transaction Type

Pay Balance

(Balance/Payment) Amount

(Balance/Payment) Corp Sales Tax

(Balance/Payment) Auth No.

(Balance/Payment) Auth Amount

(Balance/Payment) Auth Date

(Balance/Payment) Auth Time

(Balance/Payment) Transaction ID

(Deposit) Amount

(Deposit) Corp Sales Tax

(Deposit) Auth No.

(Deposit) Auth Date

(Deposit) Auth Time

(Deposit) Transaction ID

Swipe Card

Process in Batch