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 (Hand_Cursor), then click to go to the subject.

CompanyEmployeeWorkshopStock ItemsSupplierCustomersGeneral LedgerInvoiceFileNew Sales OrderNew QuoteQuote OptionsQuote DetailLookupPack Sales OrderSales Order OptionsAllocate StockSales Order DetailSales Order LookupQuote_Menu

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Hover the mouse over the different fields on the form. If the cursor changes to a hand (Hand_Cursor) , click to get more information.

Follow-upPurchase OrderPicking SlipsReceive Payment / DepositPartially InvoicedPackDeposit AmountDeposit PaidFreshdeskStatus 2BranchTransfer Combined InvoiceRight-clickSales Order Lookup SecurityCan Be FilledRepWith SelectedOrder NoAllCancelledIn ProcessAdd NewCompleteStatusPreview ReportPack This OrderProjectSales Order StatusExtraTracking NoOrder No.Quote No.EnquiryOpen CustomerSummary BarEmployeeETAOpen Sales OrderEdit FilterGrid ReportCheckboxCheckboxSearch RowSelect VisibleDate Range QuickDate RangePrintClear FilterRefreshSales_Order_Lookup

 

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://bit.ly/SiSOlookup

http://www.smart-it.co.za/help/sales_order_lookup.htm

 

 

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