Dispatching Sales orders
Overview:
Dispatching a Sales Order covers the picking of products on a Sales Order and the shipping of the products. Stock will automatically be reduced once the products have been shipped. An Invoice will also be generated automatically once the products have been shipped.
Process
Dispatching a Sales Order covers the picking of products on a Sales Order and the shipping of the products. Stock will automatically be reduced once the products have been shipped. An Invoice will also be generated automatically once the products have been shipped.
Process
1. Menu Screen : DISPATCH AND RECEIVE GOODS - SALES ORDER DISPATCH
2. Here you will see the “Sales Order Dispatch List” screen where you can decide what Sales order to dispatch.
3. Press “Print” on the Pick List column for the required Sales Order to produce a report showing where to pick those Sales Order items from.
4. This Sales Order Pick List report will appear showing all the outstanding items to pick on the sales order including where the items are to be picked from and the quantity to pick. It uses FIFO (first in first out) if stock is at multiple locations ensuring the older stock is picked first. If a product is required to be picked from more than one location it will show how many to pick from each location.
5. Print the above report by pressing the print picture on the top and use this report to pick products from locations specified in the warehouse and mark up on the report how many were actually picked.
5. Print the above report by pressing the print picture on the top and use this report to pick products from locations specified in the warehouse and mark up on the report how many were actually picked.
6. Now dispatch the products and generate the Delivery Note and Invoice.
6.1 Press “Add” on Dispatch Items on the Sales Order Dispatch List screen.
6.1 Press “Add” on Dispatch Items on the Sales Order Dispatch List screen.
6.2 This screen will appear to allow you to reduce Stock and generate the Invoice.
6.2 This screen will appear to allow you to reduce Stock and generate the Invoice.
6.2.1 Now you can select the transport method and enter the transport cost as required.
6.2.2 Now enter the quantity you have dispatched in the Qty Dispatch column and select the location you dispatched the product from then press “Update” to reduce Stock.
6.2.3 If you only want to dispatch part of the order simply enter the quantity you have dispatched and the quantity pending will show the balance on the order.
6.2.4 Press “Update” to dispatch the products and produce the delivery and invoice. Stock will be reduced when you press “Update” and press Delivery.
6.2.5 Press “Print” on the Del Note and this report will appear.
6.2.2 Now enter the quantity you have dispatched in the Qty Dispatch column and select the location you dispatched the product from then press “Update” to reduce Stock.
6.2.3 If you only want to dispatch part of the order simply enter the quantity you have dispatched and the quantity pending will show the balance on the order.
6.2.4 Press “Update” to dispatch the products and produce the delivery and invoice. Stock will be reduced when you press “Update” and press Delivery.
6.2.5 Press “Print” on the Del Note and this report will appear.
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Note an invoice is automatically once the items have been dispatched
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Note a delivery Credit Note in WBS is simply an invoice with a negative value in the dispatch.When there is a negative value in the quantity dispatched the products are put back into stock rather than reduced. Full details of the transaction can be seen in the stock Audit screen
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6.2.6 Now press “Print” on Invoice to see the invoice report.
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6.2.7 Print the above report by pressing the print picture on the top to send to the customer.