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- From the toolbar, click Inventory.
- From the Inventory menu, select Sales Orders.
- From Sales Orders menu, select Add Sales Orders.
- In the Location Code box, click Lookup or type * and press Enter, and then select the location code where you want to maintain the sales order, or type the location code where you want to maintain the sales order.
- In the Ship To Name Id box, click Lookup or type * and press Enter, and then select the customer ordering the merchandise from your company, or type the customer ordering the merchandise from your company.
- In the Pickup/Delivery box, type P for pickup or D for delivery.
- In the Choose Default? box, type Y to base this sales order on an existing sales order , or type N to create a new sales order.
- Click OK.
- If you choose No in Step 7, in the Sales Order # box, a unique document number displays.
- In the Bill To Name Id box, the customer entered in the Ship To Name box displays, to change the customer, click Lookup or type * and press Enter, and then select the customer.
- Click OK.
- If your customer has already exceeded their credit limits, you will receive the a Override Credit Limit? Y or N
- Note: In order for the override option to work. it is necessary that the “Disallow Ordering Over Credit Limit" question (INV, Setup Information, Order Entry Setup Options) is set to “Y”.
- Saying Y will allow you to continue on with the sales order entry, Saying No will stop the order entry process. Click OK
- In the order Date box, the default processing date displays, if this date is not correct, type the new date.
- In the Order Status box, the default status code displays, and can be overridden as necessary.
- Click OK.
In - In the Order Number and Line Number windows add information to define your search or leave blank, then Click OK.
- In the Price Level, Schedule Code, Invoice Terms, State/County, Salesperson, Territory, Market Region, Origin Location, and Destination Loc boxes, click Lookup or type * and press Enter, and then select the appropriate information or type the appropriate information.
- In the Order Field #1 and Order Field #2 box, type and optional information. Suggested uses for these boxes include freight terms, approval code, and a quotation's expiration date
- In the Shipper Name Id and Agent/Broker Id boxes, click Lookup or type * and press Enter, and then select the appropriate information, or type the appropriate information. Suggested uses of these boxes include freight handler, hauler, shipping lines, third party that arranges the purchase/sales, and transportation agent.
- The Their Order # input box can be used to cross-reference the document tracking number assigned by the select customer to the sales order. This information may be useful when contacting the customer to confirm or discuss the order. If known, type the customer's reference number in this box.
- Click OK.
- At the Is This Correct? prompt, click Yes.
- In the item Location box, the default location displays. If permitted in Setup Information, the location code can be overridden.
- In the Item Number box , click Lookup or type * and press Enter, and then select the item number, or type the item number.
- In the Order Qty box, type the number of units of measure that the customer ordered.
- In the UOM (unit of measure) box, the default sales unit of measure of the selected inventory item displays, if the default is not correct, type the unit of measure to commit.
- Click OK
- In the Unit Price box, type the selling price per unit of measure
- In the UOM box, type the unit of measure code if your company records the gross, tare, and net weights to default in the Weights box during Delivery Ticket Entry or Invoice Entry.
- In the Pricing Code box, type O to guarantee the selling price on the order, or type I to recalculate the selling price during Invoice Entry or when printing a report.
- Type the expected delivery date in the Shipment Date box in MMDDYY format. If the DD is set to zero, then shipment may occur on any day during the month and year.
- In the Order Field #3 box, type up to fifteen characters (numbers and/or letters). The contents of this box are available for printing on the order form.
- In the Order Status box, the default status code displays, and can be overridden as necessary.
- In the Line Remark box, type any appropriate remark or comment. The contents of the remark box are available for printing on a user-defined order form and on order reports.
- Click OK.
- At the Is This Correct? prompt, Click Yes.
- If you want to add additional items to the sales order, click OK, and then click Insert. Repeat Steps 23-36. If the sales order is complete, click OK
- Click Continue.
- If the Sales Order being created goes over the Credit Limit, then you be asked to Override Credit Limit? saying Y will continue on with the Sales Order, saying N will stop the order entry process.
- Two windows containing eighteen boxes of remarks are displayed. Type any pertinent information in the desired box. These boxes reflect the descriptive titles assigned in Setup Information. The values any of these remark boxes can be carried forward to the delivery ticket and/or invoice, if descriptive titles match.
- At the Do You Want To Print This Order Form? prompt, click Yes.
- Select Print Active Lines Only to exclude filled or cancelled line items, select Print Active and Underfilled Lines to print active and underfilled lines, select Print Active, Underfilled, and Filled Line to exclude cancelled lines, Print Lines with Any Status to print all lines.
- Select a Sales Order form.
- In the Printer box, type the number associated to the place you want your report to print.
- In the Copies box, type the number of copies of the report you want to print.
- In the Pages From and To boxes, type the page number range you want to print the report for. Leave the boxes blank to print all pages.
- Click OK.
- At the Do You Want to Reprint? prompt?, click No if the printed form is accurate. click Yes
- To reprint the form and then repeat steps 42-48.
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