Sales Order Help - List Window

Lists sales orders with options to filter content according to a combination of criteria comprising order date range, order status as well as various attributes such as individual customer or including a particular product.


Sales Order List Action List

Business functionality is provided through the sales order action list that users access by double-clicking on a particular sales order number displayed in the SO Number column:


Action                                       *Description                                                           
Allocate InventoryIdentify batches of inventory that you intend to despatch to the customer. This enables a pre-shipment activity, such as sub-contract distributor notification of items to be despatched' to be undertaken and confirmed to promote accurate recording of sales order shipment.
Delivery AddressIdentify the company name and address where the ordered items are to be delivered. Default is the associated corporate name and registered office for the customer, but this facility permits you to handle distribution on behalf of your customer to their customers.
Edit Advice Note MemoEdit a memo associated with the pre-shipment activity of inventory allocation that may be included in related documents such as an advice note that might be issued to a sub-contract distributor.
Edit MemoEdit the memo associated with the order. This entry may then be included in related documents such as the sales order confirmation or shipping and invoicing documentation realting to this order.
Print ConfirmationGenerate and print the sales order confirmation for this order.
Print Pick NoteGenerate and print the picking note for this order.
RepeatRaise a new sales order that is a clone of the selected sales order maintaining the timing between order date and requested delivery for individual order lines.
Raise ProformaDirect the user to the proforma payment request function which allows them to identify prepayment details.
ShipDirect the user to the order shipment function where they may confirm details of items being despatched.
Shipment Plan - CreateDirect the user to the plan shipment function where they may identify product quantities that are intended to be shipped to the customer. Completed before printing a picking note permits any planned intentions to be included on the latter. When the user elects to Ship the sales order planned shipment details are used to automatically populate the shipment quantity for individual order lines.
ReactivateReverse suspend flag for a sales order that has been excluded from the active orders list.
SuspendFlag sales order to exclude it from active orders list.


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News Items

March 2015
Distribution Features Added Pre-shipment inventory allocation comprises batch identification of planned despatch with a related facility to produce an advice note for communication to a distribution services provider.

Further facilities to record associated costs with an individual purchase order or sales order introduces the ability to monitor sales margin for identied batches of inventory.
June 2014
Telesales Added a further method to enter sales orders that allows review of past customer shipments with selective addition of items to the current order.
November 2013
Reverse Engineering Request Permits the recovery of finished item components that can be placed in stock for future use. Facility also integrated with purchase order receipt to allow a generalised item (such as timber bundle) to be associated with a defined set of underlying products which are received from the supply chain.
September/October 2013
Requirements Planning Raw material requirement calculation engine taking account of inventory levels to determine net purchase commitments, based upon any number of user defined plans to produce finished items and sub-assemblies. User acceptance testing estimated to be completed by December.
July 2013
Pricing Per Quantity Sales and purchase order pricing extended to further qualify the 4 digit line price as I, V, X, L, C and M to signify per 1, 5, 10, 50, 100 and 1,000 respectively.

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