K8 Documentation Introduction To Sales Order Processing

Transcription

1 K8 Documentation Introduction To Sales Order Processing 2. CASH SALE A Cash Sale Transaction can be used for any customer without an account; Cash Sale Transaction T can also be applied to an account sale CREATING CASH SALE Type C in the Order Number field press TAB this will start the sale and create an Order The system will default to the Cash Account A Enter the Required Date (defaults to today) Set the Order Category and the Delivery Method M to the required type (this example is collections, collect now) In the Product Code field enter a description of the required product and press TAB Highlight the required lines and add the Required Quantity then click finish tion to Sales Order Processing.docx Page 1 of 9

2 The system brings in One of the Selected Lines; L you must click the Shopping Basket icon to bring the rest of the lines into the order All Lines ines are now on the order All lines are at PRO if the goods are in Stock Total Price rice of the order Click Process rocess After clicking the Process Icon you will get an Action Sales Order window. The Action Field will let you know what document will print If required the Customer Name and Address can be added here Click on the drop arrow and select Tender Type ype Enter cash amount given press TAB Order Value and Change shown here Click OK to process Process Complete Intro to Sales Order Processing.docx Page 2 of 9

3 2.2. CASH COLLECT LATER A Collect Later is where the customer will be calling into the branch at a Later Time to collect the goods. This process will involve a Pick Note and the Confirmation of the Pick Note to produce a collection note for the customer PAY NOW For a Collect Later pay now your Order Category must be Collections and your Delivery Method should be Collect Later then process the order Take the cash Click OK then the system will give you a Pick Note. When the customer arrives Confirm the Pick Note to produce a Collection Note. To confirm the Pick Note open the order, go to Tools > Confirm Pick to Sales Order Processing.docx Page 3 of 9

4 To confirm the order click the confirm icon and all lines have a Tick Applied A then click the Process Icon I Click OK to action the sales order A Collection Note is now printed to allow the Customer to Collect the good from the yard PAY LATER A Pay Later is where the customer will pay for the goods On Collection instead of at the time of ordering. When Payment is Requested when placing the order, blank the Value Field and Click OK.. A pick note will print. When the customer arrives to collect the goods Confirm the Pick Note and the system will Request Payment before a Collection Note can be produced. Take Payment P and a Collection Note will be produced Intro to Sales Order Processing.docx Page 4 of 9

5 2.5. DELIVERED A Delivered Sale is when we are required to Deliver the Goods to the customers preferred location PAYMENT IN ADVANCE For a Delivered Sale your Order Category must be Delivered and your Delivery Method should be Delivered then process the order Add Delivery Date Add delivery Name and Address Addd Phone Numbers Take Cash Then Confirm the Pick Note and the system will produce a Delivery Note to Sales Order Processing.docx Page 5 of 9

6 Once the Delivery has been made you need to Confirm the Delivery From a Blank SOP screen go To confirm Tools > Confirm Delivery Enter the Order Number and click on Blue Highlighted box and the order lines will appear Click Refresh To confirm the order click the confirm icon and all lines have a Tick Applied then click the Process Icon Delivery complete to Sales Order Processing.docx Page 6 of 9

7 2.7. PAYMENT ON DELIVERY (COD) A C.O.D. is where the customer will pay for the goods upon delivery. The sale is complete in the normal way until payment is taken. Select the payment method of O cash on Collect / Delivery The Payment request is now blanked out, then click OK Confirm the Pick note to print the delivery note. The cash invoice / Delivery note willl state ***PAYMENT DUE ON DELIVERY*** * Payment required from the customer Once the good have been delivered you will need to acknowledge the cash, the system needs to know payment has been taken. to Sales Order Processing.docx Page 7 of 9

8 Go to Tools > Acknowledge cash Click on Filter and the Outstanding COD s will appear Highlight the required line, right click the line and click Acknowledge Select required Tender Type and take the money Then select SAVE NOT Make Payment COD now complete 2.8. PART PAYMENTS OR DEPOSITS A deposit can be left on an order to secure the stock or delivery if required. Take a 50 deposit and process the order The order will now show amount already paid and amount outstanding 50 deposit on ticket The system will request payment for the rest of the order at, confirm Pick and confirm delivery stages, if payment is not made the system will issue a COD for payment on delivery. Intro to Sales Order Processing.docx Page 8 of 9

9 2.9. ACCOUNT SALE An account sale is where the customer has a credit account with us and not cash payment is required as the customer will be invoiced at a later date CREATING AN ACCOUNT SALE Start the sale in the normal way Search for your customer By Description D in the account number field and a search results window will appear Then select the Required Customer ustomer from the results window and this will populate the order with the he account Process the order and an Action Sales Order window will appear. An Advice Note will now be printed and a Signature is required from the customer so the goods can be taken or delivered The process for any account sale is the same as a cash sale with the exception of entering a customer and taking no cash from the customer as an invoice will be sent. Intro to Sales Order Processing.docx Page 9 of 9