Creating a Sales Order
Sales orders are essential for booking goods out and ensuring your order is correctly prepared for dispatch.Navigate to Sales Order
On the left-hand menu, click Goods Out then Sales Order. Click +New to open a new sales order screen.
Enter sales order details
The sales order screen has two sections: the top section for administrative details and the bottom section for order lines. Complete the following fields:
- Reference: Enter the product reference for your sales order.
- Expected Date of Dispatch: Select the expected dispatch date (and time if needed).
- Account: Choose an account from the dropdown list.
- Warehouse: Select the warehouse linked to the account.
- Customer: Choose the customer from the dropdown list.
- Carrier: Select a carrier for the order.
- Goods Out Bay: Automatically fills once you choose an account.
- Pick Reference: Optional extra reference field.
- Load Reference: Add any additional information here.
- Notes: Add notes that will appear on the dispatch note.
- Delivery Address: Enter or select the delivery address.
Add order lines
Scroll to the Order Lines section:
- Product: Select the product from the dropdown list.
- Available Stock: Displayed once a product is selected.
- Quantity: Enter the quantity needed.
- Remove: Use this to remove a product if no longer needed.
- Save: Click to save the product to the order.
Review and finalise
Your new sales order will appear in the Sales Orders screen with a status of Pending.
Save and process picks
Select Save and Process Picks when you are ready. The sales order status will change to Allocated, and a pick list will be generated.
Review the summary
After processing, a Summary Section will appear below the order lines with a detailed summary of the sales order.