Overview

To rapidly enter a sales order for customers eg Coles this screen is very similar to EDI Sales Orders

How to use Perishable Goods Sales Order

Enter the order number - or use Debtor Maintenance or Sales Order Register to find the order

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
1. Check on hand available quantity
2. Enter Quantity for the order line
3. Save Item to add to order line
4. 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
1. Order may be on hold (see Stop Supply (also known as Credit Hold) and Sales Order Hold Status ).
2. 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

See 'Exclusivity Audit status' at the bottom of Exclusivity Audit.

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 /wiki/spaces/SI/pages/33055150 process to mass Authorise and Mass pick the orders onto the truck

Debtor Maintenance code can /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 /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

Order Number is unique ID and can /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 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 /wiki/spaces/SI/pages/33055150 the order may be added to for picking and delivery
Notes for general notes
Delivery Charge

Double click to populate any line into the area to make changes and it will populate to the top line

Choose an item using /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 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

Shows the history of all items ordered by this debtor over time

This is where any relevant journals will be visible

COGS (Cost of Goods Sold)
Credits created
Refunds Created
General journals reversing the original order lines that are being returned.
Audit Area
- Shows changes to fields that are Audit tracked - when they were changed and by whom