Sales Orders

Overview

Sales Orders are used to manage customer orders and include details such as prices, quantities and terms.
They are used when there is a delay between receiving an order and delivering it to the Customer. For example, if the items must be produced, or a service needs to be rendered before the Customer can be invoiced.
Sales Orders can be copied from Quotations or created from scratch.

Navigation: Main Menu > Customers > Sales Orders

Navigation: Main Menu > Office > My Organisation > Double-click a username to edit the record > Settings (tab)

Copy Rules > Campaign - Copy to Sales Order: Options are Yes or No.
Copy Rules > Purchase Orders - Copy to Sales Order: Options are Yes or No.
Copy Rules > Sales Orders - Copy to Quotations: Options are Yes or No.
Copy Rules > Sales Orders - Copy to Sales Orders: Options are Yes or No.
Default Templates > Sales Orders: Options to select specific templates for the user.
Default Transactions View > Sales Orders: Sets the default list view when sales orders are accessed. The options are:
- Today
- All Pending
- All Active
- All Pending & Active
Sales Orders > Change Sales Order Status up only: Options are Yes or No.
Sales Orders > Default: Inventory Location: Provides a dropdown list of inventory locations to select a default location.
Sales Orders > Deleting Allowed: Options are Yes or No.
Sales Orders > Editing Allowed: Options are None, All, Own (User).
Sales Orders > New Allowed: Options are Yes or No.
Sales Orders > Output Allowed: Options are None, User, Supervisor.
Sales Orders > Viewing Allowed: Options are:
- All
- Active and Pending
- Active
- Pending
- Own (Rep)
- Own (User),
- Own Active (Rep)
- Own Active (User)
- Own Pending (Rep)
- Own Pending (User)
- Own Pending and Active (Rep)
- Own Pending and Active (User)
- Access Denied
Sales Orders > Copy Sales Order Required Date to Work Order Required Date (Disables Work Order Required Date): Options are Yes or No.

Navigation: Main Menu > Setup > Settings & Defaults > Settings (tab)

Sales Orders > Auto Convert to Fixed Unit Price (MUP): Options are Yes or No.
Sales Orders > Lead days to Sales Order Due Date: A field to type the number of days to auto fill the order due date (when production must be finished). The field is not updated if 0 is selected.
Sales Orders > Lead days to Sales Order Required Date: A field to type the number of days to auto fill the order required date (when the customer wants the order). The field is not updated if 0 is selected
Sales Orders > Sales Order Date Editable: Options are Yes or No.
Sales Orders > Set Outstanding Quantity by: Options to select Invoices or Delivery Notes.

WO No.: Lists the Work Orders that are directly linked to the Sales Order.
MMI No.: Lists the Material Movement Issues which are directly linked to the Sales Order.
PO No.: Lists the Purchase Orders that are directly linked to the Sales Order.

Various Items can be added to a Sales Order. For example:

Items can be added from other Sales Orders linked to the same Customer. An error is returned if the Customer field is blank on the Sales Order.

The Qty and Prices on an Estimate item (Type = EST) are editable and can be updated from the linked Quotation if required.

Click Quote (button) to open the Quotation lookup window.
By default, the Outstanding Items for the linked Sales Orders are displayed. (See the Out Qty field). Uncheck the Outstanding checkbox to view all the items on the selected Quotation.
To select a different Quotation, enter a Quote No. This list displays all the Items linked to the Quotation and all its Versions. In this case, outstanding quantities are not applicable.
If the Quote No. is blank, all the Active Quotes for the selected Customer are displayed.
Select the Status that the quotation must be changed to.
Multi-select the items you want to add, and press Enter or click the Add button to add the items to the Sales Order.

Convert to fixed Unit Price (MUP): This feature changes items that have a Price Range based on Qty to a Fixed UnitPrice (required for part invoicing).

Sales Orders must have an Order Number, Delivery Address, and Due Date.
When creating a job that requires no producing or purchasing (just reserving stock), set the resolve to Reserve on the Sales Order. Stock is reserved until it is issued.
Copy the Sales Order to a Material Movement (Issue), set the correct location, and set the status to Issued. This process issues the stock to the sales order and updates the Inventory module.
Items on a Sales Order with the resolve of Produce should be copied to a Work Order.
Items on a Sales Order with the resolve of Purchase should be copied to a Purchase Order.

The following data pipelines can be used to output Sales Orders