Sales Order Detail Menu Bar

Sales Order Detail Menu Options Explained

Refresh

Click on Refresh to get the latest data on the screen.

Clear Filter

To clear all filters on the Sales Order detail form.

In Progress

A filter to view all Sales Orders that is not completed.

Cancelled

A filter to view all cancelled Sales Orders.

All

A filter to view all Sales Orders (Completed as well as Non-completed).

Do Auto Allocation & Can Be Filled

Recalculate all orders to determine which orders can be fulfilled. Orders that can be fulfilled will be marked with a tick in the Can Be Filled column.

Auto Allocation

Automatically allocates stock based on the Allocation Mode setting in Sales Order settings: Enough Stock or Oldest First.

Print

To print the Sales Order Detail form.

Display Options

Display Options Explained

Sales Order Status

Filter: View Sales Orders by their Status, using the drop-down menu

Note:

oStatus Assignment: Assign a status to a sales order to categorize different types of orders.

oFiltering: Use the sales order Lookup form to filter orders by specific status types.

oWebshop Sync (PrestaShop): Statuses are synced with your Webshop when you perform a Webshop Sync.

NB:  If you have a Webshop with PrestaShop, you would need to create a status on PrestaShop, to pull this information from Smart-IT.

From [Date] to [Date]

Sales Orders can be viewed by a selected date range. Remember to select the Retrieve button to retrieve the data for that date range.

Select Project

A filter to view Sales Orders linked to a specific project.

Bulk Actions Available in the Sales Detail Lookup Form

Select the Sales Orders for Bulk Actions: Use the checkbox on the left side of the screen to select sales orders. You can also filter the form and then click Select All to quickly choose multiple orders..

With Selected:

Email

Email the customers from the selected Sales Orders e.g.: "your sales order is ready for collection"

SMS

SMS the customers from the selected Sales Orders

Production Run

To start a production run

Right-Click Actions in the Sales Order Detail Form

Open this Order

Open and edit the selected sales order.

Open In Sales Order Allocation Form

Picking Slip

Open Bill of Material

Open Production Run

Create Production Run

Sales Order Detail Columns Described

Deposit Paid

Follow Up

Date that you must follow up on this Sales Order.

Global On Hand

Stock on hand from all warehouses combined.

Global On Order

Items that are on order from the suppliers.

Global Stock Available

Global Stock Reserved

Reserved item quantities are the allocated quantities on Sales Orders (only quantities allocated) and Jobcards.

•Automatic Allocations: If you need allocations to be done automatically, you can set this in the Stock Options > Allocation Tab. Check the Easy (Stock is not reserved) checkbox. Reserved quantities will only show if the advanced options are selected.

•Job Cards: If you don't want the program to reserve items from job cards, uncheck the Jobcard Reserve Stock checkbox on the Workshop Options form.

On Order

Purchase Order Quantity

On Order Available

Quantities that are on order and still available for allocations.

On Order Quantity Allocated

On order quantities that are allocated

Order Quantity

Sales Order quantity

PO ETA

Purchase Order - Expected time of arrival of the stock.

Promised ETA

Date promised to the client.

Quantity Allocated

The quantity that was allocated to this item, and can be invoiced now. Can't be higher than the Available to Allocate, except if you allow Negative Stock.

To change the allocated quantities between customers go to Allocate Stock To Sales Orders.

Quantity Cancelled

Quantity Invoiced

Quantity that you have invoiced thus far.

Quantity Left To Invoice

Quantity remaining to be invoiced.

Quantity Packed

Quantity Not Packed

SO Status 1

SO Status 2

SO Internal Note

Stock Reserved

All items that are reserved via Sales Orders or Job Cards

Stock Status

Shortfall Quantity

Quantity needed to fulfill that specific order.

(Order Qty - Invoiced Qty - Cancelled Qty - On Order Allocated Qty - Allocated Qty)

Weight Extended

Weight of the items that must be invoiced.

WH on Hand

The number of items in this employee's default warehouse.

Set your default warehouse in Company > Add or Edit Branches as well as in the Employee form. See also Default Warehouse for Stock Levels