Page Comparison

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Table of Contents

Sales orders in General

The sales two orders (Recommended and History) have a number of common features:

The top part of the screen

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1. Order number is created on saving the order
2. Totals - is the order total
3. Units is the number of items on the order
4. Person Placing Order - a mandatory field about who asked for the sales order
5. Contact, contact phone
   1. Default value
      1. If a customer department (eg Grocery) is chosen this is replaced with any contact on the debtor linked to the department
      2. Otherwise default comes from the Company card details
6. Department - if the Company has departments - then they are avaible in this list.  Changing the department may change the contact referred to.

On the bottom part of the screen

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Different Views of a Sales Order Screen

There are a number of sales order screens in the system

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Info

Note that the default order view seen when viewing an order may depend on a number of settings in the system A Recommended order Unless otherwise nominated the Recommended Order Screen is the Default view when creating new orders from /wiki/spaces/SE/pages/32638139 or Daily Sales Run Historical Order View can be flagged on the debtor Image Removed The system looks To see if the Debtor has Historical Order Flagged Image Added Then looks at the Customer Category default Image Added

Recommended Sales Order

The A recommended sales order is designed for discussion with a business owner who does not have an ordering system telling them what to order.

The intention is the default order used from /wiki/spaces/SE/pages/32638139 and Daily Sales Run for customers that are :

1. They keep ordering the same products from you
2. All products will run out around the same time - so you will not need to do an interim small order
3. It is easy to add new products to the order (specials / ranges)

Here you can see the main differences on the Recommended Order

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