Inventory and non-inventory items and Comment Lines can be added to the sales order in this tab. Freight and courier charges can also be entered in the Totals area of the form. Some options are enabled via Plugins - Find Stock From Other Sales and Insert New Inventory Item.
| Field | Description |
|---|---|
| Single left click opens a menu that allows
various actions to be taken
|
|
| Part No. | Select from the search window on manually enter the part number if permitted - AllowManualPartNoEntry |
| Description | Populated from the inventory record and
can be changed according to the system setting AllowAlternateDescriptions
|
| Quantity | Populated with the value set at DefaultQuantity. User enters ordered quantity |
| Price | Displays the price determined by the application
for the item and quantity being ordered for that customer based on the
applicable price scheme. Selecting the arrow next to the Inc Tax
box to display the prices available for that item
|
| Inc Tax | Indicates if the item has been setup as a “Selling Price Represents Tax Inclusive” in inventory |
| B. Ord | Quantity than cannot be supplied at this stage. |
| Demand | Represents lost sales – e.g. Ordered 10, can only supply 8. Customer does not want back orders. Entering 2 in Demand cancels the back order and represents a lost sale |
| This Del | Quantity being delivered on this snapshot |
| Quantity on Shelf | Quantity in stock on hand for that warehouse BEFORE the sales order is saved. Is updated when the sales order is saved providing the Invoicing setting DoNotReadSOHLevels is unticked |
| Quantity Available | Quantity in stock on hand LESS back orders for that warehouse BEFORE the sales order is saved. Is updated when the sales order is saved providing the Invoicing setting DoNotReadSOHLevels is unticked |
| Disc % | Is populated with Standard Discount on Invoices from the debtor record where DontApplyDebtorDiscounts in unticked. Applies this percentage to the price applied to the item for the quantity being ordered. Can be manually edited where AllowStandardDiscountEdit is NOT set to Non editable |
| Discount Given | Is populated with the dollar discount calculated where the Disc % field has been populated. Can be manually edited where AllowStandardDiscountEdit is NOT set to Non editable |
| Price Ex | Ex GST unit price for the item. Can be edited where AllowPriceOverride is ticked and the inventory item has Allow Price Overrides ticked |
| Tax | Total tax being charged on that line for the quantity being delivered |
| Price Inc | Inc GST unit price for the item. Can be edited where AllowPriceOverride is ticked and the inventory item has Allow Price Overrides ticked |
| Total | Total GST inclusive value of the line for the quantity being delivered |
| Contact | Select from search window attached to the field. Data that displays defaults to Contact records attached to debtor records but change be changed by editing the settings LineLinks and LinkSELECT |
| GST Rate | Default GST rate setup in the inventory maintenance form for the item. When UseTaxExemption is ticked, any value entered in the field Tax Exempt No. sets this rate to 0.00% |
| Serial Number(s) | Details of serial numbers for the item being delivered on the snapshot |
| Previous Delivery | Total quantity delivered on previous snapshots |
| Invoice Price | Default selling price from the Prices tab of the inventory record |
| RRP | Recommended retail price from the Prices tab of the inventory record |
| Classification | Details from the inventory record |
| Cat 1 to Cat 3 | Details from the inventory record |
| Weight | Details from the inventory record |
| Cubic Size | Details from the inventory record |
| History | Comments specific to each line for each snapshot |
| Job Cost Number | Displays data when the sales order has been created as a Job Invoice. Accessing the search window attached to the field loads the Job Cost – Allocation form |
| Cost | Last cost from the Prices tab of the inventory record |
| Secondary Cost | Secondary cost from the Main tab of the inventory record |
| Forward Order Date | Populated with the login date as items are added to the grid. Date is used by Forward Order Processing and Forward Order Scheduling for sales orders with the Document Type of Forward Order |
| Scheduled Date | Populated with the login date as items are added to the grid. Date is used by Forward Order Processing and Forward Order Scheduling for sales orders with the Document Type of Forward Order |
| Deliver This Stock | When un-ticked forces stock onto back order. Cannot be un-ticked when items are non physical inventory items, non inventory or kit headers. Used in conjunction with Sales Order Delivery Processing |
| Units | Units of measure populated from the inventory record. Can be used in reporting |
| Fix Pricing | When ticked, the item pricing for the item does not change when quantities are changed – i.e. over-rides price scheme elements |
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