Add A Sales Order

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Go to Quote / Sales Order and select New Sales Order. You can also add a new sales order from the Sales Order Lookup form.

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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Add a Sales Order

Notes:

If you don't allocate orders, go to Sales Order Options > Allocation Tab and select Easy (Stock is not reserved).

You can also use the Grid Report to remove any columns you don't want.

You can add a quote as well as an invoice to a sales order.

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

Estimated Time of ArrivalSecurity SettingsCost PriceLot RefRepAvailableInsert HeaderMove LineDelete this LineOpen ItemClone ItemFreehandSales Order No.AdditionalCurrencyGridReservedSOHVATItem CodeWarehouseUnitAvailable to AllocateQty PackedQty CancelledQuantity InvoicedQty MQtyInvoice CompleteQty Allocated To Invoice NowQty Left To InvoicePro FormaCFCancelledCan Be FilledDeposit PaidCompleteConversationsPreview ReportPrintPicking ListDocument imageCancel RemaingCancelTransfer to InvoiceSavePro FormaInvoice NowSummary BarSearch BarPlus SignFollow UpOrder NoGreen PlusStatusQuick AddItem LookupBarcodeCash or On AccountSelect ContactSales Order ColumnsDelivery TabSales Order Extra TabSales Order TabSales_Order

 

Sales Order Menu Bar

Sales Order Menu Bar Explained

Save

Click on Save to save the Sales Order.

Transfer to Invoice

Transfer Sales Order to Invoice

A Sales Order can be converted into an Invoice when the products are ready to be shipped to the customer.

 

Step 1: Select Items for Invoicing

In the Inv. Now column, select the items to be invoiced.

Invoicing can be done in phases as stock becomes available.

 

Shortcuts & Quick Actions:

Right-click on an item to perform tasks such as:

oDelete

oSelect All Lines That Can Be Filled

Use the Shortcut Buttons for faster processing. (See image above)

 

Step 2: Transfer to Invoice

Click the Transfer to Invoice button to finalize the process. graphic

 

Cancel

Cancel a Sales Order

To cancel a Sales Order:

1. Open the Sales Order you want to cancel.

2. Click the Cancel button.

 

clip0002 Light You can view all cancelled orders in the Sales Order Lookup form.

Need to reverse a cancelled order? Use the Uncancel function (see: Uncancel a Sales Order).

 

Uncancel a Sales Order

clip0002 refresh Uncancel a Sales Order

To reactivate a previously cancelled Sales Order:

 

Steps:

1. Go to Sales Order Lookup to find all cancelled orders.

2. Right-click on the Sales Order you want to reverse.

3. Select Open This Order.

4. Click the Cancel button again — this will uncancel the order and set it back to Active status.

 

Tip: You can now continue processing the order as usual — including converting it to an invoice.

Cancel Remaining

To cancel the remaining stock items that cannot be filled. (Remember the items will be deleted, however the sales order will not be displayed under the canceled filter).

 

Doc Image

To attached an image, document etc. to the Sales Order.

 

Picking List

Print or preview the Picking Slip.

 

Print

Print, email, or export the Sales Order.

 

Email

Email the Sales Order.

 

Preview

Preview the Sales Order.

 


Sales Order -- Extra Menu Functions

Sales Order - Extra Menu

Create Purchase Order

document_editing Create Purchase Order

Generate a Purchase Order based on the stock items listed in the Sales Order.

 

Customer Payment / Deposit

money_bag Customer Payment / Deposit

Opens the Receive Payment module to enter a customer payment.

The Deposit Amount field (found under Sales Order Additional tab) will auto-fill with this payment.

 

Quick Customer Payment

lightning Quick Customer Payment

Launches the Touch Sales Order Payment form for fast payment entry.

 

Transfer a Sales Order to a Quote

arrow_refresh Transfer a Sales Order to a Quote

Converts the current Sales Order into a Quote.

 

Transfer a Sales Order to a Job Card

setting_tools Transfer a Sales Order to a Job Card

Converts the current Sales Order into a Job Card.

 

Import a Sales Order from Excel / CSV

export_excel Import a Sales Order from Excel or CSV

Import a Sales Order received in Excel or CSV format.

Eliminates manual entry.

See also: Print Price List & Order Form for reference format.

 

Export TSI File

export_excel Export TSI File

Used to transfer Sales Orders between companies (e.g., from a branch to Head Office).

If the customer or items don't exist in the target database (based on customer code or item code), the system will create them automatically.

 

To import a .TSI file:

Go to Quote / Sales Order >Sales Order Lookup and select the Extra button then select Import Sales Order (TSI files)

 

Labels

labels Labels

Print item labels for all products on the Sales Order.

Prep Ticket - Preview

document_image Prep Ticket – Preview

Generates a kitchen prep ticket:

Communicates order details from servers/front of house to kitchen staff.

Ensures timely and accurate food prep.

 

Reset All Prices

Reset All Prices

Resets pricing for all lines that are not invoiced or packed.

 

Clear Invoice Now Column

Clear "Invoice Now" Column

Clears the checkboxes in the "Inv. Now" column for all lines.

 

Allocate All

Allocate All

Automatically allocates all in-stock items to the Sales Order.

Populates the “Qty. Allocated To Invoice Now” field.

Overrides on the Sales Order

lock_open Sales Order Overrides

Provides the ability to override business rules directly on the order:

Allow Above Maximum Discount

Allow Below Cost Price

Allow Below Minimum Markup

Bypass Credit Limit

Allow Negative Stock

 



 

 

 

 

Input Data Fields On The Sales Order Tab

Cash vs. On Account

Choose whether it is a cash paying client or an account paying customer. If the customer does not exist in smart-it, you can then use the Quick_Add_Button (Quick Add) button to add the customer.

Status

Sales Order Status

You can assign a status to a sales order to categorize different types of orders. This makes it easier to filter and manage orders in the Sales Order Lookup form.

 

Webshop Integration (PrestaShop)

If you use PrestaShop, the Sales Order Status will sync with PrestaShop when performing a WebShop Sync.

Important: To ensure statuses sync correctly, you must first create them in PrestaShop.

 

Managing Statuses

PrestaShop Users:

oPrestaShop has preset statuses that will automatically be added in Smart-IT after your first sync.

oTo add new statuses, they must first be created in PrestaShop before they can sync to Smart-IT.

 

Non-Webshop Users:

oYou can manually add and manage your own statuses within Smart-IT.

 

Follow Up

Choose a date for when you need to follow up on this Sales Order.

Estimated Time Arrival (ETA)

The ETA is the salesperson’s estimated delivery date for the ordered items..

 

Where to View ETA Information:

oIn the Item Lookup, salespeople can see when the buyer expects the goods to arrive.

oETA dates for sales orders are displayed in the Sales Order Lookup form.

 

Setting Up ETA in Sales Orders:

oYou can automatically set the ETA date in Sales Order Lookup.

oYou can also make it a required in the Sales Order Options > Default/Required field to ensure it's always captured.

 

Complete

When the final item is invoiced, the sales order is immediately designated as completed.

 

Can be filled

Indicates that the entire sales order can be processed. Open the sales order to see the individual items which can be filled.

 

Canceled

Automatically selected if the whole order was canceled (not partially canceled orders)

 

Deposit Paid

If the client made a deposit on the Sales Order, check the box.  This will be checked automatically if a "Customer Receive Payment" is completed, giving the sales order number for which the payment was received.

Sales Order No.

When a sales order is saved, it is immediately assigned a sales order number.

 

Sales Order Input Columns

Sales Order Input Columns Explained

Invoice Now

Select the items you want to invoice now. (See also - Allow negative stock)

 

Invoice Complete

In the invoice completed column the checkbox will be marked when that item is invoiced completely.

 

Quantity Left To Invoice

Quantity remaining to be invoiced.

 

Quantity Allocated To Invoice Now.

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.

 

Available To Allocate

Quantity available to allocate.

 

On Order Allocated

Ordered quantities that are allocated.

 

On Order Available To Allocate

Ordered quantities that are available to allocate.

 

Can be filled (CF)

If there is enough stock on hand, for a specific line item, then the radio button will show a blue dot.

 

Pro Forma (PF)

Check if you want to print the items on a pro forma invoice. Remember to select the Pro_forma at bottom of the form. This is used in conjunction with the PF (Pro Forma) column

Quantity (Qty)

Quantity the customer is ordering. If there is enough stock on hand then the Quantity Allocated to Invoice Now will be populated automatically.

See also Sales Order > Sales Order Options > Allocation Tab to change the default allocation setting.

 

Qty.M

Quantity converted to your selling units.

For e.g. you order one 6pack beer then your Qty.M will be 6 single units.

 

SOH

Stock on hand. The quantity that is in stock.

 

Qty Invoiced

Quantity that you have invoiced thus far.

 

Qty Canceled

Enter the quantity that the client wants to cancel. This will reduce the Quantity Left To Invoice

 

Qty Packed

Quantity that has been packed - using the Pack Sales Order option

 

Notes:

In the Stock Lookup Form, in the reserved column, you can see which stock items are reserved for sales orders.

Allocated Sales order quantities decreases the available stock quantity. Available Quantity = SOH - SO.

 

All information can be changed on a Sales Order at a later stage as long as it has NOT been transferred to an invoice or canceled.

 

See also Sales Order Options

 

http://bit.ly/SiSOadd

 

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

 

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