Creating Sales Orders on Agent Login
Steps on how to create an INDENT order and a STOCK order:
How to place an Ident Order
Click SALES on the black bar
Click New Indent Order
First thing to do is to enter a customer on the order. Hit enter on the keyboard and the customers will appear.
Drag the items from product search directly onto the sale as per belo
Enter the quantities in as needed:
Click Generate SO at the bottom. When you do this it will create a sales order number.
Click Show the SO PDF at the bottom as it appears. Click SAVE or PDF PREVIEW on the screen as you see it.
Click CLOSE at the bottom of the screen to start again
Once you are taken to the search screen, select your line and hit search and you can see your newly created order.
How to place a Stock Order
Click SALES on the black bar
Click Stock Order
First thing to do is to enter a customer on the order. Hit enter on the keyboard and the customers will appear.
Drag the items from product search directly onto the sale as per below.
The stock will show straight away in the BLUE FONT.
Put a quantity as needed.
Click GENERATE SO at the bottom
Once you click this it will allocate the stock automatically for you.
Click Show the SO PDF at the bottom as it appears. Click SAVE or PDF PREVIEW on the screen as you see it.
Click CLOSE at the bottom of the screen to start again
To see if the has allocated, go back to product search and right click INVENTORY and you will see that the stock has been reduced here which then updates the available inventory.
