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changes.mady.by.user Sharon Harden (Unlicensed)

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Overview

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

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Product Status
Product Status
nopaneltrue

Note

You cannot Complete a sales order using a tender of Credit Card if you have integrated eftpos as the completion could fail and cause the tender to be invalid.


Getting Started

Child pages (Children Display)
pageGetting started with sale orders

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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 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

Unit Price Ex Tax - sets the Unit Price Ex Tax per line

Unit Price Inc Tax - sets the Unit Price Inc Tax per line

Unit Quantity - sets the unit quantity per line

Product Unit - sets the product unit per line

Discount%

  • 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.
Note

If the discount won't show a result after applying a discount, there's usually 3 places to check why the product is not getting discounted

  1. The product (from the sale, select the product, click on button Related, click on Show Product, tab Settings, flag Allow Sell Discounts)
  2. The category on the product and it's parent categories are not flagged for allow discount (whilst in the product above, note down the category, then go to the navigation panel, Administration, Product Categories,) check the category and it's parent categories are flagged for Allow Sell Price Discounts on tab General
  3. The Location the stock is in is set to Allow Sell Price Discounts (whilst in the product above, note down the location the stock is in, then go to the navigation panel, Administration, Locations, select the location and) check tab General to make sure the flag for Allow Sell Price discounts is ticked.
  • Value Ex Tax - sets the value ex tax per line
  • Value Inc Tax - sets the value inc tax per line
Handle Missing Product

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.


Product History

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FieldDescription
QOHQuantity on hand for Prodsite (all sites)
Qty AvailableQuantity available of stock for Prodsite (all sites )
Unit QOHThis.ProductSite.NetQuantityOnHand / this.ProductUnit.Quantity
Site QOHThe quantity on hand for the site specified on the order.
Site Qty AllocatedThe quantity of stock allocated for the site on the Order
Site Net QOHThis site's net quantity on hand

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