Below is the information you can enter on the Details tab of a sales order or sales order quotation: Details tab Use this tab to enter key information such as the tax point date, the customer account reference and any customer order numbers. You can also enter details of the products and services being sold. | Type | Select the type of sales order you want to create: | | Date | Enter the tax point date of the order. | | A/C | Enter the customer account reference for the sales order. | | Order No. | When you create a new sales order, ‹Autonumber› appears in this field. The software assigns order numbers when the order is saved. If you want to edit an existing order, or create a new order with your own number, enter the number here.
If you've selected to Lock Autonumber within Invoice and Order Defaults, you can't change this. | | Invoice Ref | When you update the sales order to an invoice, the last invoice number relating to the sales order appears here. | | Expiry | This field is available on quotations only and is where you can enter the date the quote expires. Once the Expiry date passes, the status of the quote automatically changes to Expired. | | Item No. | This shows the number of the item that's currently highlighted. For example, if there are ten item lines and the cursor is on the second line, this box shows 2 of 10. | | Rate | If you're working with foreign currencies, a Rate box appears in this window. This displays the current exchange rate for this transaction. You can edit this exchange rate here, if required. |
Editing an item line When you add a product or service onto the order or quotation, to access the Edit Item Line window select the item then press F3. Alternatively, click the arrow in the Description column. | Product Code | This box automatically displays the product you've chosen. The drop-down list shows the product code, name and free stock available. | | Description | The description from the product record appears here. | | Units | Enter the unit type here. For example, if you sell items by sheet or by roll. | | Description and Details | You can enter any additional comments for product items here. | | Order Reference | Enter a reference for the order. When you complete the order, this reference transfers to the item line of the product invoice. This information is used exclusively by the Transaction e-Mail option. | | Order Line Reference | This shows the item's position on the order and can't be changed. This information is used exclusively by the Transaction e-Mail option. | | Quantity | Enter the quantity of the selected product that you want to add to the order. | | Unit Price | The sales price taken from the product record appears here. | | Discount % | This box displays the total percentage of discount taken from the supplier record. You can change this but any changes made here don't save back to the customer record. To view a breakdown of the make up of this discount, click Discounts. | | Discount | This shows the value of the discount the customer will receive. | | Net | This box displays the net value for the current item. It's calculated by multiplying the quantity by the net unit price, including any discounts. You can't amend this value. | | VAT | This box shows the amount of VAT calculated for this item according to the tax code being used. | | Nominal | This is the sales nominal code taken from the product record. | | Tax Code | This is the default tax code for the product. | | Department | This is the default department for the product. | | Line Information | Enter any additional information about the item line in this box. | | Item Status | This section shows the allocated, despatched and delivered status of the item you're viewing. The Intrastat reference also appears here, if applicable. |
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