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If you need to understand the options and alternatives within a sales order dealing with perishable goods please review this document.

Table of Contents

Sales orders

There are a number of sales order screens in the system

  1. A Fast Recommended Order
    1. For customers who do not have a system that tells them how much to order
    2. The system recommends the qty of each stock line to purchase considering the customers purchase history and the next expected order date
    3. For customers who you contact on a range of cycles from weekly to 3 monthly
    4. Great when you want to change the order cycle and still ensure you get enough stock to last until the next order
    5. Helps to ensure that all products will run out about the same time - to avoid deliveries for a few products between orders
  2. A Fast Historical Order
    1. For customers who order frequently and have an internal system that advises them what to order
    2. Shows history over previous weeks purchases
    3. Helpful for showing customers their history as part of a discussion
  3. A back office sales order view
    1. Has access to a more capabilities for managing orders

 

Note that the default order view seen when viewing an order may depend on a number of settings in the system

A Recommended order 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

 

Recommended Sales Order

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

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