Working with Sales Orders in perishable goods Traininig

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 in General

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

The top part of the screen

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 - allows capture of the person who placed the 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 available in this list.  Changing the department may change the contact referred to.

On the bottom part of the screen

1. A new line can be added;. You can search for the item you want to add, then enter a qty and save to in order
2. Save button saves the order
3. Clear button clears the screen
4. Edit button has other actions that can be taken on this order
5. Status button allows for user to change to available statuses
6. The status is visible at all times (not this image shoes it as Not-submitted)
7. Create Order button - saves the order as described and is only visible while the recommendations are still visible
8. Based on Cycle allows you to change the cycle and recalculate the recommended quantities to order
9. The promotion wizard allows you to review the promotions available to this customer and add items to the sales order

Different Views in the Sales Order Grid

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

Recommended Sales Order

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:

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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