Steps to create an Indent Sales Order manually.
Step-by-step guide
1. Click one of the arrows on the centre bar and choose Sales
2. Select Indent Order if you want to create a sales order that does one of the following:
Enables you to create a purchase order
Allocate only some styles on the order (creating back orders)
If you want to have the ability to change the order many times
3. When you select Indent Order it will open to a new sales order. Before you can begin adding styles to the sales order you will need to add in the Customer.
If the customer is already in your system then you can simply type the first few characters of the company name into the Customer drop down field and press the enter key on your keyboard.
If you need to add a new customer for the sales order then you can select the '+' next to the Customer field. The Customer Information screen will appear and you can then fill in the customer details. Saving the new customer will automatically load it onto the sales order.
Important
When a customer is added to a sales order specific information that’s stored on the Customer Screen will be automatically loaded into the header. The fields that automatically populate are Trading Entity, Terms, Warehouse and Agent.
5. See the different Sales Order Types below:
STD - Refers to a standard Wholesale order
WEB - Refers to a web order placed through your integrated website i.e. Shopify
POS - Refers to orders placed through your integrated POS (Point of Sale)
RETURN - Refers to a return order
6. There are multiple ways to add products to your Sales Order. It’s best to try each option to determine what will be most efficient for you. Please see the options below:
Drag and Drop
Selecting ‘Get Items’
Entering Style Number
Entering Barcode
6.1. Drag and Drop
To begin, open the Product Search screen to the left of your new order on the Sales Order screen.
In the top right hand screen you will need to select ‘Change to Normal View’.
Once you’re in Normal View you can drag the style from the Product Search screen onto the Sales Order and it will then appear on the Sales Order.
You can add multiple styles at once by clicking on the bottom of the style - you will notice that it turns a blue colour. Once you have selected all the required styles you can then drag one style across to the sales order and all styles that were selected will appear as well.
6.2. Selecting ‘Get Items’
Once again, you will need to open the Product Search screen to the left of your new order on the Sales Order screen.
In the top right hand screen you will need to select ‘Change to List View’.
To select the styles that you are wanting to add to the Sales Order you need to select the tick box next to the style.
Once you have selected the required styles you can then click ‘Get Items’ or click the big green ‘Click here to add selected Products’ button.
B. Manually entering the style number in the box below and pressing ENTER on your keyboard. Note that you have to enter the style number exactly, this is not a search field.
C. Bar Code is the same as point B above, but you need to change the drop down on the right of the input box to "GS1" not "style"
D. List View. In product search ensure that you are in the List View Mode. Then select your items on the left hand side.
Then open the Sales Order and click Get Items. Once you click that then the items should automatically appear on the sales order.
6. Enter the Qty's for the appropriate size and colour. As you enter the Qty, the amount on the right of the page will adjust automatically. if the items do not have a unit price, please enter these in manually OR please go to the pricing section to learn how to add prices.
7. As you enter style the footer totals will automatically update with some information. if you want to apply a discount % to the entire order then click on the discount in brackets and enter it. If this customer always gets a discount then click on the label "Customer" at the top of the screen and go to the finance tab and enter it there. Doing this will apply the discount automatically to every order.
8. Generate the order - The order will not be live in the system until it is generated. To do that press the GENERATE SO button.
There will be a blue link that says Show me the SO PDF. This will create a PDF of the order which you can send out as a confirmation. Use the buttons at the bottom right of the PDF viewer to print, email etc.
Preview = Opens the PDF in your default PDF opener. We recommend Adobe Reader
Save = Can automatically save the PDF anywhere on your computer.
Email = This will automatically attached the PDF onto an email. Please note you will need to set your default email client for this function to work. Ideally Outlook is recommended.
Print = Enables you to print directly to your default printer.
9. Well done, press the Close button and move onto your next order.
