Sales Order Processing Module
Here e are the typical steps for setting up the Sales Order Processing system then creating or adding a Sales Orders.
Select the required process then click the back arrow to return to this page
Select the required process then click the back arrow to return to this page
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This covers the setting up of tax codes, currencies, customers with various locations, standard products and the Sage link if required to automatically send the WBS invoice to Sage when goods are dispatched.
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Quotations can be added and converted to a sales order later . Note there are separate quote and sales order numbers allowing you to see which quotes were converted to orders.
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This will show you both current stock and what stock is due in including outstanding sales orders or manufacture orders for the product. From here you can create a Purchase Order or Manufacture Order if required. Note you can add a back to back Purchase order that is directly linked to the sales order
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This process will automatically generate a sales invoice and delivery note for the customer and reduce stock accordingly from the desired location. The actual sales margin is also calculated when goods are dispatched
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This process sends WBS Sales invoices to Sage 50 for payment.
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