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Steps to walk you through how to create a manual sales order. 

Step-by-step guide

1. Click one of the arrows on the centre bar and choose Sales


2. Press the INDENT ORDER if you want to create a sales order that does:

  • Enables you to create a purchase order from
  • Allocate only some styles on the order (creating back orders)
  • If you want to have the ability to change the order many times

Press the STOCK ORDER if you want to:

  • Allocate the whole sales order to a warehouse inventory 
  • Limited amount of changing of the order


3. The first item to be filled in will be the customer. Usually the first time you use the system and you won't have any customers loaded. No problem, you can add them on the fly by pressing the + button located to the left of the customer field (see image below). Obviously it is important to fill in as much information has possible. Saving the new customer will automatically load it onto the Sales Order.


4. If the customers are already in the system then you can simply type the first few characters of the company name and press the enter key on your keyboard. All matches will be returned in a drop down for you to choose.

Important

When a customer is selected the following items will be loaded automatically in the header (Entity, Terms, Warehouse, Agent). But only if they have already been filled in on the customer screen. if they have not, then upon order generation those fields will be automatically updated  on the customer screen, so they will be there for next time.

SUPER IMPORTANT

5.  ORDER TYPE - the system has the following order types, 

a. STD - A standard WHOLESALE order, meaning that it will pull the wholesale price and add the Qty's to the "to be ordered list"
b. WEB - If you have an integrated web site, all web orders will be put under this order type.
c. POS - If you have an integrated POS (Point of Sale) solution then those sales will but put under that category.
d. RETURN - When goods are returned.

6. Putting styles / products onto the sales order. You can either of the following methods to get styles onto the sales orders
a. Drag and Drop (most popular)
b. Entering the style number
c. Entering the bar code
Note that you can also import orders, go to the import orders section to find out more.

A. Dragging is simple, just search the style you want using the product search on the opposite side of the screen you are on. and drag that style onto the order.

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.

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