Overview
The Sale Orders screen shows you all the sale orders that have been recorded in Readysell.
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| Image | Field | Description | ||||||
|---|---|---|---|---|---|---|---|---|
 | New | Has a top and bottom section The top section of this button creates a new whatever tab you're on The bottom section of this button creates a new whatever you choose from the drop down list | ||||||
 | Copy | Copy the existing sales order regardless of whether it is Open, Cancelled, In Progress, Pending, etc | ||||||
 | Accept Quote | Accepts the SALQUO quotation and will automatically copy and convert the copy into a sale order SALORD | ||||||
 | Credit | Generate a credit based on all lines on this sale order | ||||||
 | Copy To Contract | 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 contractcontract. There are now 2 contracts for this customer. Should a product be on both of those contracts, the system will give best of pricing out of the two contracts. 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 displayednew contract is created. | ||||||
 | Create Customer | Quickly create a new customer and attach it to this order You are asked for very limited information which a sales rep could then go back to the card and contact them to look at making them an account customer Useful in tracking sales and products sold, reporting, ability to have an address and details added to a sale quickly, etc. | ||||||
 | Mass Copy | Copy this sale to generate a number of new sales with the same products | ||||||
 | Hold | Allows users to place orders on hold manually, blocking it from being processed. (Example of use: Taking a phone order, clients needs to call back / confirm something that they have ordered. Need to be able to save order, not have it allocate) | ||||||
 | Ship | Creates a shipment for all or part of this order. It will not automatically print the picking slip though. | ||||||
 | Complete | Complete (ship and invoice) this order in full. You must have all stock available in order to do this. | ||||||
| Pay | To make payments against a sale order, a pop-up will appear where you enter the Pay Amount and Payment Date
Payment Date- This is used as occasionally the payment may be refunded and /or the payment for the order is made but entered on a later date. | |||||||
 | Purchase |
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 | Cancel Order | Cancels the sale order (only can be done if status is open) | ||||||
 | Set Supply Type | Update supply type to all sale order lines | ||||||
 | Select Address | Select from the list of available addresses Useful if you selected the wrong address at the start of the sale and need to correct it | ||||||
 | Extract Products | This extracts multiple products and quantities selected into a sales order. Click here to see more on extract products | ||||||
| Set Sale Value | 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) | ||||||
 | Quote View | Show a quotation version of this sale order | ||||||
 | Customer History | Shows the History of the customer - their purchases from you etc. | ||||||
 | Notes | You can add notes to the Sale Order | ||||||
 | Related | 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. | ||||||
 | Set Operator | Provides a capability where operator codes can be added at sales ordering time. This also allows POS computers that are logged in as POS to allow each user to use their own Operator Codes to say who is entering the sale. They do orders as well as shipments as sometimes the customer wants to purchase items but at the same time back order something. |
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| Image | Field | Description |
|---|---|---|
 | New | 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. |
 | Credit | |
 | Purchase | 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. |
 | Delete | |
 | Set Value | Allows users to apply discount percentage to line items. Pop-up appears allowing the user to enter a discount percentage. Only the selected line items are discounted in this case. |
 | Handle Missing Product | NOTE: THIS ONLY APPEARS ON SALEWEB
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 | Product History |
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| Field | Description |
|---|---|
| QOH | Quantity on hand for Prodsite (all sites) |
| Qty Available | Quantity available of stock for Prodsite (all sites ) |
| Unit QOH | This.ProductSite.NetQuantityOnHand / this.ProductUnit.Quantity |
| Site QOH | The quantity on hand for the site specified on the order. |
| Site Qty Allocated | The quantity of stock allocated for the site on the Order |
| Site Net QOH | This site's net quantity on hand |
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