On this screen, we can raise new Sale orders. Enter the details, fields with “*” are mandatory. If you are not able to find the customer name in the drop-down, then go to the ‘list of customers’ screen and follow the procedure for ‘Add new customer’. When you click on it to ‘confirm the order’ a new SO is generated against that customer. Generation of SO has been made mandatory to proceed with sales flow, generation o SO is followed by Picking & Packing the items and then convert to SI.
Sale Order history:
On the top right, we can find a ‘Sale Order history’ button. Onclick you are redirected to a screen, here you can select ‘From’ & ‘To’ dates, all the SO’s generated on these dates are displayed in the list. You can also search by customer PO number, customer name and Order status. Here in the Actions column, we can Edit, Pick then Pack, Cancel Order, Print and convert to Invoice but before that, we need to Sync the invoice with MYOB, a SO for which Sync is required are highlighted in grey colour. The order status here is “Order Generated”.
We can’t edit or cancel the SO once it’s converted to a Sale Invoice. Only the ‘Print’ icon is enabled in the row after conversion.
When you click on the Picklist icon, it redirects you to the Picklist screen. Here the ordered items are listed along with the ordered stock quantity and picked stock quantity. For picking the stock click the “+” button. Item’s warehouse location along with stock to be picked details appear. Select the item using the check box, as soon as the item is checked picked stock field is enabled, here you can enter the picked quantity. Then click on the “Collect stock” button, which redirects you to the picklist screen. The items are deducted from the inventory.
After Picking is completed, the Packaging list icon is enabled. The order status here is “Picklist prepared”. It allows you to pick the items partially and proceed, If you have partially picked the items then the status will be “Picklist partially prepared” and the unpicked items will be generated as BackOrder in the further process.
When you click on this icon, it redirects you to the packaging list. Click on “Add new carton”, a pop-up comes up either create a new carton or use an existing one from the dropdown. Enter a unique ID or check the auto-generate box and save.
A box with this unique id is reflected at the top. You can create multiple cartons. Select the carton in which you like to pack the items, enter pack quantity and click “Add”. The order status here is “Packaging list prepared”.
On this screen, you also have a button to set up recurrence for your SO’s. Onclick this button, it redirects you to a Recurring SO History screen where a list of SO’s is displayed. From here you can Edit, Delete or change the Status to ‘Active’ & ‘Inactive’.
On the top right you will find a “New Recurring SO” button where you can set up new recurrences for both existing or a new SO. Onclick you will be redirected to a screen where two radio buttons are displayed ‘Select SO’ & ‘Create SO’. As the name suggests ‘Select SO’ is to select from existing or previously generated SO’s and ‘Create SO’ is to generate a new SO. On the same screen you can set up the frequency of recurrence by clicking “Set Recurring Frequency”, a pop-up window comes up where you can set the date from which you want the cycle to start, set the occurrence, here you have two options
- In days: Every ‘x’ days Ex: From 2nd of April, it should occur every 7 days.
- Same day(s) each month: Select days in a month from the calendar on which you want the order to recur. You can also find checkboxes for common recurs like 1st, 15th & Last day of every month.
A Backorder can be raised when you partially picked the items, then packed all the items that were picked, then click on convert to Invoice it will redirect you to the SI creation screen, here you can find a Backorder field where the Unpicked quantity is prefilled when you click on Save and Proceed it will through a Pop-up asking if you want to generate a Backorder for the remaining quantity. When you click on create order a new SO is created, you can find it in SO history screen.
Provision to add bank charges has been given in SO, you can click on the SO it redirects you to the SO details screen where you can find ‘Add bank charge’ button. Onclick it through’s a pop-up where you can add the required change and apply, this will get added to the SO.