Creating and Shipping a Sales Order

Transcription

1 Creating and Shipping a Sales Order Go to: Produce Pro >> Sales orders >> Sales order entry Press A from the Sales Header Entry to invoke the ADD command and add a new sales order. 03/22/2016 Page 1

2 (Note: the cursor will stop at the required fields) Customer code: Enter the customer number or Press S to search. Ship to: enter the customer code to where the SOs is being shipped if different than the customer s code in the previous field. Salesperson: Enter or search for the salesperson initials. Delivery Date and Time: Enter the scheduled delivery date and time for this order. The delivery date is required; the time is optional and may be left blank. Pick Date: Enter the pick date of this order (Defaults to delivery date). Customer PO 1 & 2: In the customer PO fields enter the customer s Purchase Order number or reference number if applicable. Cash/Hold: Press <Enter> to pass this field Ship via: This will default from the customer master file; can be changed if necessary. Important Note: If you press <Esc> before completing all of the header items, you will lose the information entered. Be sure to enter through all fields. Press <Enter> to pass through the rest of the lines. Once you have completed the header information, you will be directed to the detail entry method that is defined in your company file or the customer master record. The 03/22/2016 Page 2

3 detail or line items describe the products being ordered. You can choose from a few different interfaces to enter and view orders: o Entry command: displays the items and a few relevant details in a brief list. o Lines command: provides numerous specifics about each item. Using the Entry Method: Product: Enter the code of the product to be ordered. (Press the Insert key on your keyboard to enter new product on existing Sales Order.) Quantity: Enter the quantity ordered. 03/22/2016 Page 3

4 Lot: press the letter M in the LOT NO field to display multiple lots with available inventory. (Using the multiple entry screen enter the quantity for each lot in the ALLO column). If you do not know the lot number, you can leave this field blank and the lot can be assigned at the time of shipping. Price: Enter the selling price or leave as open price. The cursor will move to the next blank line for you to enter the next product. 03/22/2016 Page 4

5 Using the Lines Method: Lines Command: The Lines detail method has much more detail and requires more time than the other methods. It is recommended to use the lines interface primarily for editing and researching existing orders. To access this screen press L to invoke the lines command form the Sales Header Entry and then press <Enter> Product: Enter the product code or type S to search and <Enter> Order quantity: Enter the quantity ordered. Lot number: In the lot field press S to search and select one lot, or press M to select multiple lots. Unit price: Enter the unit price for the product or leave as open price 03/22/2016 Page 5

6 Shipping the Sales Order When the order is complete and ready for Shipping, press <Escape> from the lines or Entry screen to go to the Sales Header Entry. o From the Sales Header Entry select Ship Then select YES 03/22/2016 Page 6

7 From the Shipping Detail Entry: If you have already allocated all pallets: o Select the Ship command. Then you can enter A to ship all lines/ pallets at once. 03/22/2016 Page 7

8 If you want to review line by line before shipping enter the line number and press <Enter> You will be taken to the quantity field, press <Enter> to confirm this amount, then on the Lot field press M for multiple. Here you will review each pallet number going on the truck. 03/22/2016 Page 8

9 Once the lot has been allocated on the ALLO column press <Escape> Note: If there is more than 1 line you can continue by selecting the line number and reviewing each lot. Once the lines have been shipped press <Escape> to print the required documents 03/22/2016 Page 9

10 After shipping you will be automatically redirected to enter the printer destination for the Bill Of Lading 03/22/2016 Page 10