Sales Order⓵

12075

Creating Sales Orders

Function Entry:

Operation Steps:

• Select "Sales - Customer List" from the menu to enter the customer list.
• Click on the specific customer's "Sales Order" to open the order creation window.
• Add the list of products to be sold, then click "Save - In Sales".
• Then select "Sales - Sales Orders" from the menu to enter the page, where you can see the sales order just created.

Operation Instructions:

• Create a sales order for a specified customer: Enter product, quantity, and customer information, then submit to create.
• Create a temporary sales order: Create a sales order without customer information, suitable for temporary sales.
• Order Details: View order information including products, quantities, prices, customers, and status.
• Payment Request: Enter the payment amount in a specific order and submit the request.
• Outbound Request: After payment is completed, request to ship the products from the warehouse.
• Complete Order: After payment and shipment are completed, mark the order as completed.
• Delete Order: Remove orders that are no longer needed or are incorrect.

Sales Order - Payment Process

Function Entry:

Operation Steps:

• The salesperson selects "Sales - Sales Orders" from the menu.
• The salesperson clicks on the order's "Payment Request", fills in the amount, verifies the information, and clicks "Submit".
• The salesperson will see the application form "Request_09-0X" in the order.
• The finance staff finds the application form in "Finance Payment - Work Order [Payment/Receipt]", clicks "Process", and then selects "Complete".
• The salesperson will see the completion work order "Payment Completed_09-0X" in the order.

Sales Order - Outbound Process

Function Entry:

Operation Steps:

• The salesperson selects "Sales - Sales Orders" from the menu.
• The salesperson clicks on the order's "Outbound Request", verifies the product information, and clicks "Submit".
• The salesperson will see the outbound request form "Request_09-0X" in the order.
• The warehouse manager finds the application form in "Inventory Warehouse - Work Order [Outbound/Inbound]", clicks "Process", and then selects "Complete".
• The salesperson will see the completion work order "Outbound Completed_09-0X" in the order.