This article outlines the steps to add a Sales Order from within the Navigation section in Sync. This area provides a more detailed and centralized interface, giving access to additional features related to Sales Orders.
PURPOSE
To enable users to create and manage Sales Orders directly from the Navigation panel, where more advanced options and configuration settings are available.
KEY BENEFITS
- Provides a streamlined workflow for entering Sales Orders
- Allows access to advanced filtering and customer-specific settings
- Supports special order types (e.g., X Stock, Reject Stock)
FOLLOW STEPS BELOW:
1. From Navigation, Click on ‘Sales’
2. Click on ‘Sales Orders’
3. Click on the ‘Add’ Button’
4. Within the ‘Sales Order Draft’ Window, complete the required fields
- Customer
- Sub Customer if applicable
- Rep
- PO Number
- Order Type
- Delivery Date
- End Date
- Buyer
5. Click ‘Ok’
6. Within the ‘Products’ Window, apply filters
7. Enter a Search Criteria
8. Click ‘Search’
9. Drag and Drop Product/s into ‘Line Items’
10. Within the ‘Sales Order’ Item Window, Check SP and Capture Units per Size
11. Click ‘Close’
12. Click on ‘Status’ and Select ‘Approved’
13. When Prompted, Select ‘Yes’ to Approve
14. Click ‘Print’ to generate Report
ADDITIONAL NOTES
The Sales Order Item Dates default to “Use Header Dates.” This can be modified to:
- Allow Any
- Use Job Dates
To create X Stock or Reject Stock orders, ensure to tick the relevant field during setup.
Sales Orders can be edited or updated even after being approved, depending on user access rights.
NB. For a quick tutorial watch below