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Add/Edit Sales Orders
Sales orders are entered into the system through the Add/Edit Sales Orders Module step. This record contains information that will be used on other screens to create pick lists, adjust inventory levels and print accounts receivable invoices. If a pick list has not been created, the sales order can be edited through this Module step.
The Sales Order Setup pop-up is displayed. Enter the number of days to ship and select a default salesperson, division, department and product on the Sales Order Setup pop-up. Press [OK] to display the sales order entry screen.
The Sales Order Entry screen is displayed in EDIT MODE. To change to ADD MODE, press [New] on the toolbar. In EDIT MODE, type the order number or select a number from the drop down list. Enter the general sales order information.
Select a status for the sales order. The system defaults to the accepted status. Total sales orders and status information can be viewed from the Sales Order Inquiry Module step.
Quote Quotes do not adjust the number of items committed and they cannot be processed. Quotes and their projected affect on inventory can be viewed from the Item Analysis - All Quotes inquiry Module step.
Accepted Accepted sales orders mark the items as being committed and can be processed.
Pending Pending sales orders mark the items as being committed but they cannot be processed.
Credit Hold Sales orders on credit hold mark the items as being committed but they cannot be processed. After a pick list has been created, the sales orders' status can be changed to credit hold by marking the credit hold field on the customer through the Customer Information Module step.
For step-by-step instructions see the Common Sales Order Transactions section.