You are here: Customer Transactions > Special Purchases > Sales Orders > Create or Edit a Sales Order

Create or Edit a Sales Order

  1. ClosedNavigate to the Sales Orders and Quotes screen.

    1. Log In to the Data Center Application to display the Data Center ribbon menu.

    2. Select Purchasing > Sales Orders and Quotes from the main menu to display the Sales Orders and Quotes screen.

      Note: A user must be granted the Purchasing permission to view/use this feature.

  2. ClosedSelect onscreen options to determine which quotes/sales orders are displayed on the screen:
  3. Complete the following procedures as needed to create or edit a quote:

    Note: If this Sales Order Details screen is open on another workstation, the screen may display a Check Lock button indicating the screen is in use. If this is the case, some functions (i.e., editing) may not be available, but a secondary user may still review a sales order's details and print documents as needed. When the first user closes the screen, stops interacting with it for a full minute, or navigates to another screen, the Sales Order Details screen automatically unlocks. At this point, a secondary user can click the Check Lock button to activate and take control of the screen.

  4. Enter/edit Contact information:

    Note: Refer to Select or Add a Sales Order Contact for more information on completing this section.

    Customer tab

    Complete this tab to identify the customer and automatically populate the Bill To and Ship To tabs.

    Note: If the assigned customer record is later updated, the new information is reflected on this tab but not on the others. In this situation, reselect the customer record for this tab to update/repopulate the other tabs as appropriate.

    (If necessary, click the Clear Customer button to clear customer information from this tab.)

    Bill To tab

    The Bill To party is responsible for payment and is used to determine discounts, taxes, etc. If the party shown on the Customer tab is not the Bill To party, select/add another customer record for this tab. The Bill To party will be identified with the sales order in transaction records.

    (If necessary, click the Clear Bill To button to clear customer information from this tab.)

    Ship To tab

    The Ship To party is responsible for receipt of the items and is recorded in the Bound Book if the order includes firearms. If the party shown on the Customer tab is not the Ship To party, select/add another customer record or a transfer agent (firearm vendor) record for this tab.

    (If necessary, click the Clear Ship To button to clear customer/vendor information from this tab.)

    Notes tab

    Add text notes as desired.
  5. Select the desired products.

  6. Complete the following procedures as needed to enter shipment values for each product.

  7. Complete the Shipping Details section.

    Order #

    The system automatically populates this field.

    Customer PO #

    If appropriate, enter a unique identifier for this customer.

    Employee

    The system automatically populates this field with the user who creates the sales order. If appropriate, another user (employee) may be selected from the drop-down.

    Ship Date

    Enter the ship date (mm/dd/yyyy) or Select a Date with the calendar button.

    Ship Via

    Enter the shipping method.

    Tracking #

    Enter the tracking number.

    Sale Price Total

    The system automatically populates this field.

    Tax Amt

    The system automatically populates this field.

    Freight

    Enter the freight amount.

    Sales Total

    The system automatically populates this field.

    Payment Type

    Select the appropriate payment type (Prepaid or House Account) from the drop-down.

  8. Complete the following procedures as appropriate to print documents for this sales order:

  9. When the sales order is ready for processing, click the Submit button to display a save confirmation window.

    Note: If it is not ready, click the Back button to close the Sales Order Details screen and add/update the sales order on the Sales Orders and Quotes screen.

  10. If desired, complete the following procedure to print the invoice for this sales order:
    1. Click the Print Invoice button to display the Invoice window.
    2. Adjust display as desired.

    3. Click the Print report button to display the Print window.
    4. Modify print options (e.g., select a different printer, adjust settings, etc.) as needed.
    5. Click the Print button to print the document.
    6. Click the Close button on the Invoice window to close it.
  11. Click the OK button to close the save confirmation window, close the Sales Order Details screen, and move the sales order from the Sales Orders and Quotes screen to the Sales Order History screen.

    Note: If any product on the sales order has a Ship Qty value that is less than its corresponding Qty Ordered value, the system automatically generates another, sequentially numbered sales order to address the difference and adds it to the Sales Orders and Quotes screen.

  12. Click the tab's Close button to close the Sales Orders and Quotes screen.

 

 

 

 

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