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Overview
To rapidly enter a sales order for customers eg Coles this screen is very similar to EDI Sales Orders
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- Find the customer name
- Enter the Person Placing the order (mandatory field)
- Save the Order - order will be in plan status
- Use dropdown list of previously ordered products to quickly find items they have ordered in last 13 weeks - or search for an item
- Check on hand available quantity
- Enter Quantity for the order line
- Save Item to add to order line
- Repeat for more items
- Review '''Order History Tab''' to see recent item quantity and dates to determine other items they may wish to order
- When finished - Authorise order using '''Status''' Button
- Order may be on hold if Customers on hold applieshold (see Stop Supply (also known as Credit Hold) and Sales Order Hold Status ).
- A sales manager role is required to remove a customer on hold or progress an order that is on hold as it has the relevant secure feature.
- Order will become Authorised
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- Review status history on '''Delivery/Log/Financial/Order''' Tab and any related documents (invoice, credit note, journals)
- Use Status button to progress to next status (note that options available depend on your role and the current state of the order)
- Orders are commonly progressed using the Daily Sales Run/wiki/spaces/SI/pages/33055150 process to mass Authorise and Mass pick the orders onto the truck
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- Debtor Maintenance code can Search/wiki/spaces/SI/pages/33054916
- Terms will show from Debtor
- Address will show from Company
- Contact will show from Company
- Cash sale indicates an over the counter sale
- *Loyalty/Audit Button will open the Loyalty Audit/wiki/spaces/SI/pages/33055200 screen
- Loyalty discount shows the discount that is applied before any other discounts and is based on the Loyalty Audit
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- Order Number is unique ID and can Search/wiki/spaces/SI/pages/33054916. Will autocreate for new order
- PO Number is free text area to track your customers PO number
- Person Placing Order is customer contact
- Address
- Delivery method
- Pack/Ship Date is when the order was packed and shipped
- Expected Delivery date from the customer
- Weight from Gross Weight if any - otherwise Net Mass
- Volume from Gross Volume x packing factor if any - otherwise net volume x packing factor
Status Information
- Status button allows next steps
- Adjacent field shows current status
- Sales Rep is from Debtor Maintenance
- Order Batch provides a list of active batches from the Daily Sales Run/wiki/spaces/SI/pages/33055150 the order may be added to for picking and delivery
- Notes for general notes
- Delivery Charge
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Double click to populate any line into the area to make changes and it will populate to the top line
- Choose an item using Search/wiki/spaces/SI/pages/33054916
- List of items this customer has ordered in the past is available to use
- Can add/change Quantity
- Unit Price is normal price for the item. Review Managing Pricing when you sell products for general information
- Discount allows discounts to be added to the line item - and may be limited by Roles
- Value = (Quantity x Unit Price) based on the customers price
- Second Value = (Quantity x Value Price) where "Value price" is on Article and can be used as a reference price
- Promotions Wizard provides access to the Promotions Module that are available
- Select the promotion to consider
- Select multiplier if adding multiples of the promotion
- If qualifying items are required - you can add them in the top part of the grid
- Once bonus has been achieved you can select bonus items from the bottom part of the grid
- OK- adds the lines to the sales order
- On hand, on order totals and ETA for new stock will show on RHS to provide visibility to stock available
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