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Copy the customer, products and prices on this sale order on to a contract and to be able to update an existing contract.

Example of use: The user wants to update the contract for a customer. Only one contract exists for the customer. So the system can identify which contact price is to be updated. The user enters a sale or quote. Then clicks on the "copy to contract" button. The system detects that only one contract exists for the customer. So a new version of the contract is created. The changes from this quote are updated to the new version of the contract.

If no contract had existed for the customer. A new contract would be created.

If more than one contract existed for the customer. Then a popup window would ask if the user wanted to update an existing contract or create a new one. A list of existing contracts that could be updated would be displayed.

• Purchase All Lines : Create Drop Ship: Create required purchase orders necessary to fulfill this order and deliver to the store the customer address.
• Regular Purchase All Lines (Drop Ship): Create required purchase orders necessary to fulfill this order and deliver to the customer address.

You can add notes to the Sale Order

• for stock in general
• Allocated Purchase: Create required purchase orders, be able to add stock as well, but relevant stock to sale order must be received to this sale order.  All extra stock goes to stock on hand or other back orders.
• All Lines: All lines will be added to the purchase order regardless of whether or not you have stock already of it
• Backorders Only: Only back ordered products will be added to the purchase order/s
• Primary Supplier: Order only from the primary product suppliers for each of the product/s on the sale order
• Specific Supplier: Order all products (no matter who the primary product supplier is) from this one supplier
• Pricing Method (Regular Pricing / Cost Pricing): Do not touch this - leave it defaulted as Regular Pricing.  Only relevant to Office Brands.

Adjust the values on this sale order or quotation based on a desired gross profit percentage, total value or competitor price match.

Unit Price (Ex Tax)
Unit Price (Inc Tax)
Unit Quantity
Product Unit
Discount %   - Note - you cannot put a manual discount on a product line that is set by a contract (check the Contract column on this line)
Value (Ex Tax)
Value (Inc Tax)
Markup %   - Note this shares the same screen pop up as GP % - use the correct relevant field on this pop up box
GP %   - Note this shares the same screen pop up as Markup % - use the correct relevant field on this pop up box
Manual Cost

You can add notes to the Sale Order

Show Customer appears when a customer has been entered in the sales order.  Allows you to go straight to the customer card without having to search for it

Show Office Brands Messages appears when the order is created from your website and flowed down into Readysell as a SALWEB.  Allows you to see the xml file used by Readysell and Office Brands to assist you with any enquiries you may have on the order that was imported into Readysell from your website.

This is the transaction type for this sales order. This may be set to one of the following:

• SALORD (Sale Order)
• SALQUO (Quote)
• SALWEB (Sale Web Order)
• SALCCR (Customer Credit Request)
• SALHLD (Sale Holding)
• SALSTD (Sale Standing)
• SALHIR (Sale Hire)

Some of these types are user-assignable, while others are assigned by the system.

Please also keep in mind that you won't be able to change the type if either:

• The order status is not Open, In Progress or Pending
• The order already has shipments against it

The transactions current status which can have optional colour coding of the status property on all transactions

For a standard customer who is flagged for Manual Invoicing or no customer is added to the sale...
Open - means the sales order/sale web order has not yet been fully invoiced.  There may be items still on back order.
In Progress - means the order has a part payment made against it (it is not fully paid at this point in time)
Pending - means there is a payment lodged against the order OR the order has been shipped and finalised and left as such because the customer is set to Batch Invoicing
Cancelled - means the button Cancel Order has been clicked and the order remains in the system just as cancelled meaning it does not affect stock on hand or customer open items or purchasing
Posting - means the order is in Posting status, ready to be Posted, if you click on the Refresh button at the top of the window, the status should then change to Posted which means the order is now fully invoiced
Posted - means the order is fully invoiced

Where a customer is flag for One Invoice Per Order or Batch Invoicing...
Open - means the sales order/sale web order has not yet been fully invoiced and/or there may be items still on back order even though there are shipments that have been finalised.
In Progress - means the order has a part payment made against it (it is not fully paid at this point in time)
Pending - means there is a payment lodged against the order and/or part of the order has been shipped and Finalised and there are no back orders left on the sales order at this point in time
Cancelled - means the button Cancel Order has been clicked and the order remains in the system just as cancelled meaning it does not affect stock on hand or customer open items or purchasing
Posting - means the order is in Posting status, ready to be Posted, if you click on the Refresh button at the top of the window, the status should then change to Posted which means the order is now fully invoiced
Posted - means the order is fully invoiced

If specified order will not be shipped to the customer until after the specified date.

If a date is specified then set the Supply Type (allocation status) of all the lines in the order to 'Waiting' until the current date is greater or equal to the Allocate After date then set the allocation status to 'Allocated'. 

Manually overrides the price level on the sales order

(Example: The user enters a sales order. The customer is set to the level 1 price level. The user negotiates a special deal with the customer. They change the price level on the sale order to government price level. All the sell prices that are not manual sell prices on the sale order lines recalculate to government price level)

Creates a new sales order line

Creates a stock quantity adjustment- This is used if user's site has poor stock control. They are entering a sale order and notice the stock displayed is incorrect. The user right clicks on the product and from the new pull-down menu selects new stock adjustment. A new stock adjustment is created. The product from the sale-line being added automatically to the stock adjustment.

This purchase button allows you to have the ability to purchase selected lines from a sales order. You can select the product line items that you wished to generate the Purchase orders for and not create orders for all items.

NOTE: THIS ONLY APPEARS ON SALEWEB

• 'Create Product from Price Book'
• 'Create Automatic Substitution'. Create an automatic substitution, so that the new product will automatically be swapped to an alternative product in future. If an automatic substitution is requested. Display a search allowing the product to be substituted to be selected.