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OverviewOverview

The Sale Orders screen shows you all the sale orders that have been recorded in Readysell.

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In respect to the status on a Product:

SalesAny Non-Archived product can be entered onto a sale
Purchase OrdersOnly Active and Obsolete products can be purchased
Supplier CreditsAny non-archived product can be entered onto a supplier credit
Any Other Product TransactionAny non-archived product can be entered

Reference

Buttons

Refer to Common Buttons.

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ImageFieldDescription
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 an 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 ValueAllows users to to apply discount percentage to line items. Popup appears allowing the user to enter a discount percentage. Only the selected line items are discounted in this case.
Product History 

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 on this sales line
FieldDescription
ProductThis is the products ID
NameThis field contains the name of the product
QtyThis field shows the unit quantity ordered for this line
Allocated QtyThis field shows the unit quantity allocated for this line
B/O QtyThis field shows the unit quantity back ordered for this line
On Shipments Qty This field shows the number of lines that are on open and posted sale shipments
UnitThe unit at which you are selling this product to the customer
Unit Quantity on HandThe stock on hand based on this unit
Price IncThis field shows the unit price including tax for this line.
DiscThe discount applied to the item, expressed as a percentage
Tax The tax code on this sales line
Tax ValueThis shows the tax applied to the sales order. The value is automatically calculated
Value IncThe value inc tax ordered for this line
Supply Type

Instock- allocate if you can allocate the full quantity,backorder allowed, ship allowed,
Allocate- allocate if you can,backorder allowed, ship allowed,
Back Order- do not allocate, back order, do not ship,
Ignore- do not allocate, backorder not allowed, ship not allowed,
Priority- allocate stock from any other transactions to this line,backorder allowed, ship allowed,
Quarantine- do not allocate, do not back order, do not ship,
Waiting- only set by the system,do not allocate, do not back order, do not ship

 

Allocate in full

if possible

Allocate partially

if possible 

Backorder

Allowed  

Shipment

Allowed 

Priority Stock

Allocation over

other transactions

 Use case
Instock 

 (tick)

(error) (tick) (tick)  (error)
  • One shipment order
 Allocate (tick)(tick) (tick)(tick)  (error)
  • Majority of the cases
 Back Order (error)(error) (tick) 

(error)

Tax ValueThis shows the tax applied to the sales order. The value is automatically calculated
Value IncThe value inc tax ordered for this line
Anchor
Supply Type
Supply Type
Supply Type

Dictates how stock allocation will apply to the line based on the rules below.

want to increase the stock QOH via purchase run QTY later time   Ship After date where system will set the line to Waiting to prevent any further processing until the ship after date is reached where supply type will be changed to their default supply type and process accordingly
 AllocateBack OrderShip
Allowed
Use Case / Notes
AllocateAny stock that is availableRemaining quantity(tick)Default. Used in majority of cases.
IgnoreNoFull quantity ordered(tick)No stock allocation e.g., displayed stock "never" to be sold.
PriorityAny stock, even if it's been allocated elsewhereRemaining quantity(tick)Urgent orders.
In StockOnly if full quantity is availableNo(tick)One shipment order.
Back OrderNoFull quantity ordered(error)Manually control the order processing however still
 Ignore (error)(error) (error)(error)  (error)
  • No stock allocation e.g., displayed stock "never" to be sold
 Priority (tick)(tick) (tick) (tick)  (tick) 
  • Urgent orders 
 Quarantine (error)(error) (error) (error)  (error) want to increase the stock quantity on hand via purchase run.
QuarantineNoNo(error)

Location for returned stock or over supply of stock

quantity for reviewing and processing at a

later time.

 Waiting

(Not available to users,

can only set by the system)

 (error) (error) (error) (error)  (error) 
WaitingNoNo(error)Set by the system if the order has a future "Ship After" date or is waiting on stock from drop shipments or allocated purchases.
Notes This is a check box - it will tick itself the moment you add a line note at the bottom of the window for this sales line.  If no line note is added, this box is not ticked.  This is not a check box you can manually change yourself.
Backorder Date DueThe date the product is due to come into the store by from the supplier for the customer.  This feeds off the lead time on the product and the supplier files.
Last Machine Shipment DateThe date and quantity on  the most recent sale shipment line for that part and machine,
Machine Meter CountThe date and meter reading on the most recent sale shipment line for that part and machine.

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