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Quantum VS Help: Sales Desk |
Once a Sales Order has been Completed, the Tracking tab displays, enabling you to track the order's progress.
The Tracking tab contains 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 - plus (for Back-To-Back Orders only) Goods Received Notes.
You may track the progress of the Sales Order by selecting the Tracking tab and clicking hyperlinks to open documents which relate to the Sales Order:
Note: To locate and open the required Sales Order see Finding Sales Orders. You may also use the Finder to locate and open individual Picking Notes, Despatch Notes, Sales Invoices and other document types.
Click the appropriate hyperlink to open the document in a separate tab. Looking at the example above, clicking the 0153821 hyperlink would open Sales Invoice 0153821 in a new tab.
The tracking documents visible in the Tracking tab will depend on how far the order has progressed through the order cycle. For example, with Account/Delivered sales in a 'warehouse' type environment: at the point where items are being picked in the warehouse a Picking Note will have been created, but a Despatch Note will not be created until the Picking Note is Confirmed.
For further guidance on the available document types see:
Picking Notes and Despatch Notes, when created, use a similar numbering system. Take the Picking Note example above: 0001/1099013(001) - Picked. This comprises the following elements:
Branch (e.g. 0001) - refers to the Branch at which the order was placed.
Sales Order (e.g. 1099013) - refers to the Sales Order the Picking (or Despatch) Note is linked to.
Sequence Number (e.g. (001)) - since goods may be Picked and/or Despatched on separate Picking/Despatch Notes (as not all of the stock may be available at the same time) the number in brackets shows the sequence number of the Picking (and/or Despatch) Note. In the example above, Picking Note 1099013(001) refers to the first Picking Note for the Sales Order 1099013.
Status (e.g. Picked) - the current status of the Picking (or Despatch) Note is also displayed.
Click the Refresh button to refresh the documents (and their statuses) in the Tracking tab.
For example, if you Confirm a Picking Note and have the Sales Order open at the same time, on clicking Refresh the Picking Note's status will update from Printed to Picked.