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Quantum VS Help: Sales Desk |
Once a Sales Order has been Completed and stock has been allocated to one or more lines, the Picking, Delivery and Invoicing cycle commences for the Sales Order.
Note: This is sometimes referred to as the Sales Order Processing cycle. To understand how a Sales Order proceeds through the Sales Order Processing cycle after it is Completed see The Picking, Delivery Assembly, Despatch And Invoicing Cycle.
The stages following Sales Order Completion are as follows. Depending on your sales environment, some or all of the following stages may be automated/bypassed. Otherwise they must be dealt with manually:
You may be required to manually Print and/or Confirm a Picking Note. Before it can be Confirmed you may need to record variance and edit the batch allocation for certain product lines. See Working With Picking Notes.
You may wish to manually 'add to a delivery' goods which have been picked for a Sales Order. In other words, you may collate multiple 'Picked' (i.e. Confirmed) Picking Notes onto a single Despatch Note. See Delivery Assembly.
You may be required to manually Print and/or Confirm a Despatch Note. Before it can be Confirmed you may need to record variance and edit the batch allocation for certain product lines. See Working With Despatch Notes.
You may be required to manually Print/Confirm a Consignment Note. See Working With Consignment Notes.
Note: The Order Flags settings in your User record (Quantum User Fields tab) - and certain other system settings - determine whether the above tasks are automated or must be dealt with manually.
A Sales Order may be invoiced when one or more Despatch Notes on the order have been Confirmed. For information on raising and working with Sales Invoices see Working With Sales Invoices.
Once a Sales Order has been Completed, the Tracking tab displays: this enables you to view/open all documents relating to the Sales Order after Completion. This may include Picking Notes, Despatch Notes and Sales Invoices. It may also include Credit Notes - and potentially Collection Notes. Direct Orders and Back-To-Back Orders may also display Purchase Orders and Purchase Invoices. Back-To-Back Orders may also display Goods Received Notes.
You may track the progress of the Sales Order, open related documents and also manually Print and Confirm Picking Notes and/or Despatch Notes, by selecting the Sales Order's Tracking tab and clicking the available hyperlinks. See Sales Orders: Tracking Progress After Completion.
NEXT: The Picking, Delivery Assembly, Despatch And Invoicing Cycle