Sales Order Lookup |
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The Sales Order lookup is used to view all Sales Orders, to print reports, add new Sales Orders and to action on existing Sales Orders.
Go to: Quote / Sales Order > Sales Order Lookup. To open an existing sales order, double click on the Sales Order No., or right-click on the row and select Open This Order.
Hover the mouse over the different menu options. If the cursor changes to a hand (
), then click to go to the subject.
Hover the mouse over the different fields on the form. If the cursor changes to a hand () , click to get more information.
Some of the sales order columns that are not shown in the image above.
Sales Order Lookup Columns |
Sales Order Lookup Columns Explained |
Total Inclusive |
The inclusive sales order amount. |
Total Inclusive - Not Invoiced |
Sales order amounts not invoiced (amounts still to be invoiced). |
Deposit |
Amounts paid on the sales order/lay-by. Enter it in the "Sales Order Additional" tab. |
Balance |
Balance = Total Inclusive Amount - Deposit. |
% Paid |
% Paid = Deposit / Total Inclusive Amount * 100. |
Tracking Number |
A tracking number can be added in the "Invoice > Customer / More" tab or the "Sales Order > Delivery" tab. |
Sales Order Balance |
Sales Order Balance =Total Amount - Deposit |
Account Credit Balance |
Credit still available |
Over Credit Limit |
If customer is over his limit the the checkbox will be ticked. |
Credit Limit Bypass |
Set it in the "Sales Order Additional" tab. |
Partially Invoiced |
Partially Invoiced: When you can only fulfill part of a customer's order, you can create an invoice based on the sales order and select only those items you can fulfill. The sales order keeps track of what has and hasn't been invoiced. |
First Invoice Date |
Date of the First Invoice |
In the program you can hover the mouse over some buttons to get help.
http://www.smart-it.co.za/help/sales_order_lookup.htm
