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You are viewing an old revision of this post, from January 18, 2022 @ 03:02:56. See below for differences between this version and the current revision.

Sales Order

If the sales quotation is confirmed then a sales order follows, containing information that authorizes the sale of goods against the purchase order (PO). Sales order has the final information on particulars like quantity, pricing, delivery dates, etc. Transaction screens are similar in appearance with a fixed number of fields. So if there is a field that is redundant then type none.
  1. No & Ref No: The number refers to the document number for this particular transaction. This is generated based on your general transaction settings. If this transaction has a reference number, enter this in the respective field.
  2. Date & Ref Date: This is the date when the transaction is created and the reference date shows the date of reference for this SO.
  3. There is a Load button that helps you call on another document. Select the document and click on Load Doc. This will generate items from that document.
  4. In BOM loading, specify either BOM or Nesting Plan and generate items from them. If you choose BOM, enter the name of the item and version so that materials will be loaded on the table.
  5. The details regarding the address, transportation, duty, etc., can also be entered by clicking on the Particulars button.
  6. Use the Document charges button to specify the charges applicable for the specified document.
  7. Now you must select the Party and Party branch from which the material is to be acquired.
  8. Tax Type: Select the tax type from the given list. This is the tax applicable for this transaction.
  9. Duty Type: Choose the duty type enforced for this transaction in this field.
  10. Payment Term: If payment terms are available, then select the payment term agreed upon for this transaction.
  11. In Charge: Select the employee in charge of this transaction here.
  12. Store: Specify the store where this item is received in the form of a sales order.
  13. Currency & Rate: Enter the currency used for the transaction. Type the rate of the currency.
  14. In the grid, the list of all the particulars along with their details will be displayed. The grid can be used to view the item level charges.
There are several functional buttons at the end of the screen along with special transaction buttons like Where Used which will display all the transactions where your document has been referred. Save drafts of your transaction with the Draft button. There may be instances where you need to save a draft of your transaction and this can also be used as a template to enter similar transactions. Clicking on the draft will save the present version of the draft. The drop-down mark will show the list of available drafts.

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