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Quantum VS Help: Sales Desk |
After creating a new Sales Order you must enter details in the header section to specify the customer and other details relating to the sale.
Use your [Tab] key to move from one field to the next. See Completing The Sales Order Header Fields for a guide to entering details in the various fields.
When you enter the customer, one or more of the following windows may appear, requiring you to take action - Credit Warning; Customer Notes; Quotes And Contracts Window. See Working With Pop-Up Customer Windows.
When you enter a Customer within the header of a sales document, the Deliver To and Post Code fields are populated automatically with the Customer's main site address. If you do not wish to accept this you may:
Select an alternative Customer Site address; or overtype the displayed address/post code. See Entering An Alternative Delivery Address.
Or: Use the Postal Address Finder (PAF) to find and enter an address. See Using The Postal Address Finder (PAF).
Payment Type and Delivery Type are two important header fields, as these specify the type of sale. For example: is it a Cash sale or a credit Account sale? Will the Customer be taking the goods with them now or later? Will the Customer be paying cash in full now, will they be paying a deposit, or will they pay Cash On Delivery (COD)? Is delivery required? Is it a Direct sale? Slightly different procedures are involved after completion, depending on the type of sale. See Defining The Sale Type (Payment/Delivery Type) for details.
If it is a Direct sale (a sale in which goods are delivered to the Customer direct from the Supplier) an additional tab - Supplier - is shown, in which you must enter details. For further details see Creating And Completing A Direct Sales Order.
You may optionally use the Route/Round field to select a Route Round delivery for this order and Customer/Customer Site. See Selecting A Route Round.
Note: To review the full Sales Order procedure see Working With Sales Orders.