How do I create a new sales order?

Click on the My Sales Order View under the Sales Order section, the following page will appear.

Click on the Apply button (box in red as shown in the image above), you will be redirected to the following page.

Under the User Information section, you can specify the employee that you want to apply the sales order for in the Issue For field (box in red as shown in the image below). By default, it will show the current login user's name. After selecting the employee, the system will automatically retrieve the Department and Company of the selected employee (box in green as shown in the image below). The Issue By will be the current login user's name (box in orange as shown in the image below).

Under the Sales Order Header section, you can enter the sales order details such as Purpose, Sales Order No, Order Date, Approval Type, Exceeded Amt, Customer, Ship To (Name), Delivery Date, Remark, Project, PO No, Ref No and Currency (box in red as shown in the image below).

Under the Sales Order Details, you can specify the item details of the sales order by clicking on the Add button (box in red as shown in the image below). After clicking on the button, you will see a section (box in green as shown in the image below) appear in the table.

You can enter the Item Description, Quantity, Unit Price, Tax Inclusive, Discount, Tax Code - Rate and Remarks (box in green as shown in the image above). Click on the Update button (box in black as shown in the image above) to save the sales order details. Click on the Cancel button (box in yellow as shown in the image above) to abort the creation and close the section.

After adding the sales order details, you will see the following table appear which displays the total amount for all the items that you have added.

To delete any of the items, you must first select the records that you want to delete by clicking on the checkbox (box in orange as shown in the image above), then click on the Delete button (box in black as shown in the image above). To edit any of the items, you can click on the Edit hyperlink (box in purple as shown in the image above).

At the bottom of the page, click on the Save button (box in black as shown in the image below) to save the new sales order without submitting it. Click on the Submit button (box in orange as shown in the image below) to submit the sale order. Click on the Exit button (box in orange as shown in the image below) to leave the page.

Note that in order to successfully create a new sales order:

• you need to add at least one sales order detail to the sales order.
• you need to set up a route matrix for the sales order module from the Route Matrix under the Approval section in the Setting page.