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Sales Orders

Manage sales order processing from this sales template. Includes back orders report. Part invoice and ship sales orders. This module is linked to the Stock/Services, Jobs/Projects and Contacts modules. Details for a sales order can be entered on a line by line basis or on a textual basis. Sales orders can be turned into sales invoices, purchase orders or shipping / dispatch dockets with the click of a button. There are various reporting options on the Options screen. Sales orders are typically only used where you need the customer to sign a sales order so you can go ahead with a job or invoice. Also, some companies do not do their invoicing from this system but from their accounts package, so they will create a sales order and this can be given to their accounts department to create the invoice in their accounts package. Sales orders can be printed or emailed (as a PDF) in any currency.



Users can also link related documents for sales orders stored on a server or locally on the user's computer.

Track commission for every order based on the sale or profit amount or just on an entered value.



On the Options screen you can do the following:

Find sales orders...
In progress
Complete
Cancelled
Shipped but not fully invoiced

You are not restricted to just finding records based on these buttons. On the data entry screen, clicking the 'Find' button allows you to find records based on any type of information.

Customer sales order reports...
Report by Company Detailed
Report by Company Summary
Report by Area Detailed
Report by Area Summary


Product reports...
Report by Product Detailed
Report by Product Summary
Report by Category Detailed
Report by Category Summary
Back orders report


Commission reports...
Detailed commission report by name - Found set of records

Summary commission report by name - Found set of records

For the current record
Print sales order
Print label
Create eMail
Create fax
Create letter
Create sales invoice (using current sales order)
Create purchase order (using current sales order)
Create dispatch (using current sales order)
Part invoice / dispatch (using current sales order)

For the found set of records...
Print mini list
Print labels




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