| Title: | Sales Order Entry |
| Products: | Paramo Pro, WRC |
| Last Updated: | 10 April 2015 |
| Related Links: | Payments on Account |
Displays the order entry preview for sales orders. Some features include:
Line Discount
A customer can have a default discount which is applied as a line discount. The discount for each line can be modified. If no discount is specified, then the discount column will be omitted from the sales invoice.
Unit of Measure (UoM)
To change the unit of measure, click on Type column and select a price with a different UoM. See Item Sale Prices
Apply Prices
Click on this button to re-apply the most appropriate sale prices / contract for all items. If a price cannot be found, the Type column will display missing.
An sales item should have at least one sales price or contract price. The price type assigned to a customer is used to get a matching item sale price. If the sale price specifies a minimum quanity for the price, that will be applied as the order quantity. This can be changed.
Confirm Order
Import
Customer quotations can be entered in the sales order preview and saved as a quote, or All Accounts.
Quotations can be converted to pdf files, with predefined quotation text (see company details) and emailed. You can edit the quotation text before releasing the pdf file. Once the quotation is saved it will be displayed in the customer quotations list with status New. Changing the status to Template updates the quotation as converted
For new or prospective customers, see new customer quotation
You can view line records to update or delete them The following attributes can be updated: