Actions Available in the Sales Order Lookup (Extra Menu Button)

Stock Allocation report - All

View all the Sales orders where stock has been allocated.

Stock Allocation report - Deposit Paid

View all the Sales Orders where a deposit has been paid toward a Sales Order.

See also Sales Order > Sales Order - Add

Import

Import a sales Order

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.

Post GRV Report

Import XLSX or CSV

Import a Sales Order. You can import an XLSX or CSV file as a Sales Order.

Bulk Actions Available in the Sales Order 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  elected customers e.g.: "your sales order is ready for collection"

SMS

SMS the customers from the selected Sales Orders

Cancel

To cancel all non-complete Sales Orders that has been selected.

Invoice Individually

Invoice Individually: Convert all the selected sales orders into invoices.

Transfer to a Combined Invoice

Transfer to a Combined Invoice: Merge multiple sales orders into a single invoice, provided they belong to the same customer.

Pack or Unpack the sales order

Quickly transfer items between warehouses for inventory control..

If you need to physically count the items, use the Pack Sales Order module or you can right-click and use the Pack This Order function.

Purchase Order (SO Qty)

Generate a purchase order using the full sales order quantity.

Purchase Order (SOH Qty)

Generates a purchase order based on the sales order quantity, adjusted by subtracting the stock on hand (SOH).

Picking Slips

Bulk print all the selected sales orders

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Bulk Actions Available from the "Bulk Change Selected" Tab

Status 1

SO Status 2

Right-Click Actions in the Sales Order Lookup Form

Open this Order

Open and edit the selected sales order.

Preview Report

Print, email or export the document.

Preview Picking Slip

Print or preview the picking slip.

Pack This Order

Pack This Order

This shortcut takes you to the Pack Sales Order screen, where you can pack or unpack the sales order.

Receive Payment Deposit

Open the Sales Order Payment form (affects the Cash Up of the Till).

For convenience, you can also view:

Customer Information, Customer Enquiries, Quotes, and invoices

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