Sale Orders
- Sharon Harden (Unlicensed)
- Sue Michael (Unlicensed)
- Former user (Deleted)
Overview
The Sale Orders screen shows you all the sale orders that have been recorded in Readysell.
By default, only outstanding (orders and quote) for the current site are shown when you enter the screen.
You can click on a sale order in the list to view its details.
The product status indicates the current state of the product and affects where in the system it can be used.
If you have multiple product codes of the one product, keep the main product code if it is an office brands product and set the other products to have a status of Obsolete so that they will not reorder and set the 'Ignore status' ticked on the setting tab on.
Alternatively, merge the products into the master product.
| Active | Obsolete | Discontinued | Archived | Indent | |
|---|---|---|---|---|---|
| Sales |  | | 1 |  | |
| Purchase Runs | | 2 | | | |
| Manual Purchases | | | | | |
| Supplier Credits | | | | | |
| Other Product Transactions | | | | | |
1 Lines show highlighted in red when used
2 By default, can be overridden
Product Status is now colour coded is some cases as per the key shown above. Readysell has also made our new conditional formatting feature all users. So you can add additional colour rules to lists views and transaction lines yourself. See Changing the formatting on lists using appearance rules
Purchase runs for Back Orders Only should include products that are on sales backorder, no matter what their status is as long as you have ticked the checkbox on the purchase run 'Include Indent Products' and all other checkboxes within the purchase run that may meet your criteria eg Include Obsolete Products etc.
So if you want to only purchase a product by sales backorder.
If the flag 'Always Purchase Back Order' is ticked, this means even if the back order purchase is on an outstanding purchase order, order it again.
Please note
When setting the status to Indent the Ignore Status field will be flagged as True. So when an automatic product update is run the status of the product will not change.
On all Purchase Run Types, other than Back Orders Only, the tick box/flag is greyed out for Include Indent Products.
If you need to include Indent products in your existing and new purchase run sets, change the Purchase Run Type to be Back Orders Only, turn on the tick for 'Include Indent Products' and then change the Purchase Run Type back to be what was originally set as. Save your changes. This will make sure that Indent products are then always included in your purchase runs.
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
- Entering and processing a sale order
- Sales Order Payment Terms
- Creating a Stock Transfer Out and Transfer In from Sales Order Lines
- Entering a new sale quote
- Accepting and processing a sale quote
- Copying a sales quote to a service quote
- Creating a copy of an existing sale order
- Creating multiple sale orders/quotes using Mass Copy
- Adding multiple products to a sales order or quotes using the extract product button
- Handling of Sales Orders Laybys Eway with a deposits and payments against sale orders
- Cancelling a sale order and/or Prepaid Order
- Generating purchase orders or drop shipment from a sale order
- Creating a new customer from a sale order
- Setting the Gross Profit percentage on a sale order & Quote
- Linking and unlinking a sales order to a service order and service orders to sales order
- Working with Sales Order Filter
- Matching competitor price for sale quotes and orders
- How to view a contract from a sales order
- Orders that don't have to be supplied and delivered straight away
- Reversing a payment made on a sales order with a prepayment
- Stock quantity adjustments from within a sale
- Setting Low GP warnings for sales
- Handling sales order for customers that don't want back orders
- When a customer required on sales orders
- Creating Sale Order from Customer Favourites
- Saving A Transaction for Auto Warehousing
- Creating a Sales Order and changing the Customers Charge To
- Viewing the breakdown of web vs manual sales by customer and period
- Allow Changes to Sales Orders with a Payment
- Substitute a Kit with Its Kit Components
- Comparing Readysell Pricing with Competitors Price
- Managing National Account Sales for Office Choice
- Entering and processing a sale order/shipment for a non stock product and applying manual costing
- Why did my order in sales go on hold?
Reference
Buttons
Refer to Common Buttons.
| 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 contract is created. The changes from this quote are updated to the new contract. 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 new 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. |
