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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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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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Line Notes tab

FieldDescription

Display on Sale Notes tab

Product Summary tab

FieldDescription
QOHQuantity on hand for Prodsite (all sites)
Qty AvailableQuantity available of blank text fieldProvided you have selected a line of product on the Order to attach a note to, you can key in any related note, colour the font, highlight the font, make is larger/smaller, etc.  This will then print on the shipment and invoice for a customer to view

Internal Notes tab

FieldDescription
blank text fieldProvided you have selected a line of product on the Order to attach a note to, you can key in any related note, colour the font, highlight the font, make is larger/smaller, etc.  This will only print on the shipment and NOT for customer

Product Summary tab

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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FieldDescription
CardCustomer card ID on this card note
MachineThe machine ID on this card note
Created DateThe date this card note was created
Created ByThe user who created this card note
Transaction Type

The transaction type this note applies to

Transaction NumberThe transaction number this note applies to
Transaction DateThe transaction date this note applies to
ExternalFlag as to whether or not this note is to print anywhere.  Flag on means print, flag off means do not print as it is an internal note
First Shipment OnlyIf the check box External note is ticked, you are then able to flag a note to only appear on the first shipment and invoice only
Display On Gift RegistryFlag for displaying this note on the gift registry (if you are using this module)

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