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 Sale Orders


Sale Orders is after the quotation process is completed or can create direct sale order. The sale order is a document generated by a seller for processing a customer order.

    . Create SO (Direct): Go to SO list Click (Add Sale Order )=>in SO form fill master data,fill detail data => Click button Add

    · Create SO (Reference): Go to SO list Click (Add Sale Order )=>fill data & (by select QA Reference) in SO form=> click button Add
    · Create SO (Reference): Go to Quotation list =>Select which row (Pending) => in  Action button click (Create Sale Order )
   
 - SALE ORDER LISTS (5.2.A): Lists of sale order that we have created.




- SALE ORDER DETAILS (5.2.B)


Item

Description

Flow

·   SO Details

To view the details of the sale order as document form

Click on box Actions => Click on Sale Order Details(1)

Note: The details will be explained in Sale Order Details Form (5.2.B)

·   Approve SO

To approve the sale order as the status is on Pending and Rejected

Click on box Actions => Click on Approve Sale Order(2) => Click on Yes

·   Reject SO

To cancel or reject the sale order as the status is on Pending

Click on box Actions => Click on Reject Sale Order(3) => Click on Yes

·  Add Deposit

To add deposit of the sale order as the status is approved

Click on box Actions => Click on Add Deposit(4) => Specify the fields => Click on Add Deposit

Note: Adding deposit details will be shown in the Add Deposit Form (5.2.C)

·  Un Approve SO

To un approve the sale order as the status is approved

Click on box Actions => Click on Un Approve Sale Order(5) => Click on Yes

·  Create Sale

To create sale of the sale order as the status is approved

Click on box Actions => Click on Create Sale(6) => Specify the fields => Click on Submit

Note: Creating sale details will be shown in the Add Sale Form (5.3.E)

·  Create Delivery

To create delivery of the sale order as the status is approved

Click on box Actions => Click on Create Delivery(7) => Specify the fields => Click on Submit

Note: Creating delivery details will be shown in the Add Delivery Form (5.5.C)



- ADD DEPOSIT FORM (5.2.C)



Field

Description

1.   Date

Specify the date

2.   Reference No.

Specify the reference No.

3.   Amount (USD)

Specify the amount (United States dollar)

4.   Amount (KHR)

Specify the amount (Cambodian Riel)

5.   Amount (THB)

Specify the amount (Thai baht) 

6.   Paying By

Specify the paying method

7.   Attachment

Specify the attachment

8.   Note

Specify the note


- STATUS (5.2.D)



Status

Description

1.      Pending

The sale order is on pending

2.      Approved

The sale order is approved by management team

3.      Rejected

The sale order is rejected by management team

4.      Completed

The sale order is completed


- SALE ORDER ADD NEW (5.2.E)




- SALE ORDER FIELD DECRIPTION (5.2.F)

Field

Description

1.   Date

Specify the date of sale order

2.   Reference No.

Specify the reference No. of sale order

3.   QA Reference

Specify the quotation reference of sale order

4.   Branch

Specify the branch of sale order

5.   Project

Specify the project of sale order

6.   Warehouse

Specify the warehouse of sale order

7.   Customer

Specify the customer of sale order

8.   Salesman

Specify the salesman of sale order

9.   Add Products

Specify the products of sale order

10. Quantity

Specify the quantity of sale order

11. Unit

Specify the unit of product (Auto-generated)

12. FOC

Specify the free of charge of sale order

13. Order Tax

Specify the order tax of sale order

14. Discount

Specify the discount of sale order

15. Shipping

Specify the shipping of sale order

16. Attach Document

Specify the attach document of sale order

17.  Payment Term

Specify the payment term of sale order

18. Note

Specify the note of sale order