Sales orders can be created for physical and non physical inventory items as well as non inventory items. Where applicable, stock is temporarily allocated from the stock on hand as each physical inventory order line is entered. Items out of stock are placed on back order unless the item is unavailable for re-ordering. Stock can also be forced onto back order to maintain stock levels or reserve stock for selected clients. As the sales order is being saved, stock levels are checked again to ensure availability (another order may have be saved in the interim), stock is allocated and the stock on hand figures are updated.
The work flow to create a new sales order is:
The Sales module also includes the ability to create Quotes for customers. These quotes can be setup as recurring invoices, used to create sales orders for the customer or as a template for sales orders for other customers.
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Batch Process Type Maintenance
Creating and Maintaining Price Schemes
Delivery – Freight Forwarder Address
Charging for Freight & Courier
Alternate or Discontinued Stock
Before Process Sales Orders Processing
Changing an Existing Sales Order
Not Based on an Existing Order
Returning Stock with Serial Numbers
Change or Cancel a Credit Note
Processing Orders from the Menu
Back Orders - Filling, Cancelling & Moving
Defining Process Back Orders Form
Defining Manual Back Order Release Form
Printing from Process Back Orders
Using Invoice Batch Printing Emailing
Delivery – Freight Forwarder Details
Copy Sales Order to a New Quote
Creating Sales Orders from Quotes
Creating based on a Quote from the Sales Order Screen
Using Standard Orders Processing
MNT45001 – Quotation Kit Detail
MNT45002 – Quotation No Kit Detail
MNT45006 – Quotation Kit Detail
MNT45008 – Quotation No Kit Detail
MNT45020 – Quotation Kit Detail
MNT45022 – Quotation No Kit Detail
MNT45026 – Quotation Kit Detail
MNT45028 – Quotation No Kit Detail
Managing Forward Orders and Scheduling Dates
Defining Forward Order Scheduling Form
Access Permissions for Forward Orders
Using Forward Order Scheduling
Defining Forward Order Processing Form
Using Forward Order Processing
Defining Reduce Deliveries Form
Defining Group Sales Order Form
Manual Grouping of Sales Orders
Move Lines to Another Sales Order
Sales Order Line Delivery Processing
Defining Sales Order Line Delivery Processing Form
Access Permissions for Delivery Processing
Using Sales Order Line Delivery Processing
Defining Sales Order Export Form
Creating a Sales Order Export File
Configuring Jiwa with PAXAR EDI
Configuring the Jiwa CSV Import
Configuring the Jiwa File Watcher Service
MNT30012 – Invoice No Kit Detail
MNT30015 – Delivery Docket Kit Detail
MNT30018 – Invoice No Kit Detail
MNT30025 – Delivery Docket Kit Detail
MNT30028 – Invoice No Kit Detail
SOINF030 - Inv Assigned Processed by Billing Type
SOMGT050 - Sales with COGS by Inventory Part
SOMGT051 - Sales with COGS by Debtor
SOMGT052 - Sales with COGS by Inventory Class - Current
SOMGT054 - Sales with COGS by Inventory Class - History
SOMGT055 - Sales with COGS by Inventory Category
SOMGT060 - Sales for Period by Inventory Part
SOMGT061 - Sales for Period by Debtor
SOMGT062 - Sales for Period by Inventory Class
SOMGT064 - Sales for Period by Inventory Class - History
SOMGT065 - Sales for Period by Inventory Category
SOMGT070 - Sales and Margins by Inventory Part
SOMGT071 - Sales and Margins by Debtor
SOMGT072 - Sales and Margin by Inventory Class - Current
SOMGT074 - Sales and Margin by Inventory Class - History
SOMGT075 - Sales and Margin by Inventory Category
SOMGT080 - Sales with COGS by Rep-DB Inv No Prod
SOMGT081 - Sales with COGS by Rep-DB Prod Inv No
SOMGT082 - Sales with COGS by Rep-Product- Debtor
SOMGT083 - Sales with COGS by Rep-DB Class-Prod Class
SOMGT084 - Sales with COGS by Rep-Prod Class-DB Class
SOMGT085 - Sales with COGS by Rep-Debtor-Prod Class
SOMGT086 - Sales with COGS by Rep-Product- DB Class
SOMGT100 - Sales Order Processing Report
Customer Satisfaction Analysis
Viewing Sales Order Information
Debtor Unprocessed Sales Orders
Debtor Sales and Budget Information
Inventory Unprocessed Sales Orders
Journals from Sales Order Processing
Bill Complete Sales Order Journals