Orders
Here we will go over how to process sales orders
Collaboration via Sales Orders
Using Sales Order management features to createa and control orders is very easy. You can create a seamless workflow that confrim each step of the order has been completed, which leads to a systematic inventorymanagement.
You can enter sales orders via
manually enter the form, or
Order App, or
import from excel template
Order Status
Order status are
Draft : The order is not confirmed and hence it can be modified or deleted.
Open : The order is confirmed and ready to convert into invoice. The order quantity is recognised as "Committed Qty" in the stock on hand.
Close : The order is expired and no logner available for invoice.
Create Order Form
Click "+" icon or F2 for short cut
Modify Order Form
Customer First : Select customer first as layout and currency may change according to customer set up. If layout changes, the grid item will be reset.
Two Layout available :
Item : The grid layout will allow to enter item code which link to Item Master in Inventory.
Service : The grid layout will allow to enter general ledger account number which link to accounting journal.
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