The creation process of the Sales Order is as follows:
Navigation: Menu > Sales Order App> Sales Order Listview > Create (+) Sales Order
| Organization | Select name of the organization from the drop-down list or user can create a new organization by clicking on ‘Create New’ option, which directs you to Customers creation page |
| Field Name | Field Description | Mandatory |
| Order Details | ||
| Org contact | Select contact person’s name of the organization | Yes |
| Company Name | Select company name for the Sales Order | Yes |
| Series | The system takes series as Sales Order by default | Yes |
| Bill From | Select “Bill From” address from the list | Yes |
| Bill To | Select “Bill To” address from the list | Yes |
| Ship From | Select “Ship From” address from the list | Yes |
| Ship To | Select “Ship To” address from the list | Yes |
| LoB | Select LoB segment for sales order from the list | Yes |
| Sales Person Name | Select Salesperson name from the list | Yes |
| More Options – Advanced Options | ||
| Consultant | Select consultant name from the list | Yes |
| Customer Credit Health: Customer credit health widget allows users to track the transactions, dues, credit limit, available limits, available advance amount in Customer wallet called credits. Users can click on individual values to view transaction details. | |
| Credit Limit | Credit Limit given by the Vendor to the Customer without Approval by Concerned Manager |
| Avail Limit | Available Credit Limit is shown here, If the credit crosses the limit, it will show as negative (-) balance |
| Over Due | If the Amount to be paid crosses payment term duration, it will show as Over Due. |
| Due | Total Invoice Amount to be paid by the Customer |
| Credits | The Credit amount available for the customer. |
| Clearance | Amount given by the customer but not confirmed by the Accounts Department and Cheques deposited in banks but not confirmed by the banks. waiting for Clearance. |
| Sales Frequency: Sales frequency allows user to understand the consistency of sales transactions and payments made by customer | |
| Average Days Between Last Five Invoices | Average time period of last five invoices. |
| Average Days Between Last Five Payments | Average time period of last five payments. |
| Returned Cheques From Past 6 Months | This section shows the returned Cheques of last 6 months. |
| Average Amount Of Last Five Invoices | Average Amount Of Last Five Invoices. |
| Average Amount Of Last Five Payments | Average Amount Last Five Payments. |
| Average Clearance Days of Invoices | Average clearance days of Invoices. |
| Customer Campaign Summary | |
| Plan Name | The plan name for the customer. |
| Earning | The total points earned from the offer. |
| Current Qty | The current quantity of the plan for the customer. |
| Next Slab | The next slab name. |
| Short Fall | The required quantity for the next slab for the customer. |
| Items | |
| Search Item | Enter at least one character to search for the item. Here, users can also search the item by SKU |
| All Items |
Users can click on the ‘All Items’ drop-down option to select items based on the ‘Offers’ & ‘Filters’. Offers: When user selects Offers option, the system will display only the Items included in the Offer. Filters: When user selects Filters option, user can select the items based on their Tag(s) and click on ‘Apply’. The system will display only the Items based on the selected Tag(s). |
| Enable Piece | When users click on the “Enable Pieces” checkbox. Users can enter item quantities in cartons and pieces. |
| Enable Composite Price | When users click on the “Enable Composite Price” checkbox. Users can view the price details including tax for the item. |
| Enable Piece Price | When users click on the “Enable Pieces” checkbox. Users can view the piece price price of an item |
| Item Details | |
| Item Name | The name of the item. |
| SKU | The SKU code for the item. |
| Price |
The price of the item per Liters, Kgs, etc., When users click on price users can view the options · Unit Price: The price of the item. · Discount: The discount in value or percentage · Description: Enter any information required on an item · Exchange: Enable “Exchange” to exchange the item |
| Avail | The available stock quantity |
| Check Out: Click “Check out” to view the cart details | |
| Cart Details | |
| Total Items | The total items count for the order |
| Total Quantity | The total quantity counts for the order |
| Item Details List | Users can view all the details of the item |
| Continue Shopping: Click “Continue Shopping” to add items into the cart | |
| Summary | |
| PO Date | Select the user purchase order date from the calendar |
| Ref No | Reference numbers can enter for the order |
| Expected Delivery | Select the expected delivery date from the calendar. |
| Payment Term | Select the payment term for the order from the list. |
| Terms & Conditions | Enter any additional terms & conditions if required for the order. |
| Price Details | |
| Enter Description | Enter short notes about the order |
| Gross Amount | The gross amount for the order |
| Discount | The discount amount offered on the order |
| Assbl. Amount | The assessable amount for the order |
| Total Tax | The total tax on the order |
| Net Total | The total amount for the order. |
Apply all the details and click on Save.