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 Sales OrdersManage 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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