Set Up a Sales Order Processing module
It is important to set up the items below before entering a Sales Order
Please click on the required item to see further information.
Please click on the required item to see further information.
|
Tax codes should be set up before adding customers as each customer is assigned a default tax code. Products can also have specific tax codes and this will take precedence over the default customer code.
|
|
WBS comes with a default set of currencies and symbols. Each currency can have a default rate to the basic currency.
|
|
Here you can set up standard customer information such as invoice and alternative delivery addresses.
|
|
Set up products (if you are selling standard items)
|
If you are selling standard products you should enter them here and indicate if they are a stock item. If they are a stock item the quantity will automatically be reduced when dispatched and increased when a purchase order received
|
|
Some customers have alternative delivery address and once this is entered you can select the location when taking a Sales Order
|
|
Set up link to Sage 50
(If required) |
When products are dispatched in WBS the system automatically generates an delivery note and an invoice. The invoice can be sent to Sage 50 accounts for payment if required. If Customers and Suppliers and Products are already in Sage 50 then the Sage link can read this data into WBS (For further information talk to support).
|