Entering and processing a sale order short cut

Owned by Sharon Harden (Unlicensed)
Aug 30, 2023
2 min read

  1. In the Navigation panel, go to Sales then Orders.

  2. Click on the button New in the ribbon. (If your screen is small, you may need to click on Create then New.)

  3. Click in the Customer field.

  4. Search for and select the customer from the list. If the customer does not exist in Readysell, you can click on the button Create Customer to create them.

  5. In the Customer Order field, enter the customer's order reference. This will usually be their purchase order number to you.

  6. In the Lines tab, enter products as follows:

  7. Click on the field to search for and select the product you wish to add. If you know the product code, manufacturer's code, or alternate code, you can key it in directly.

  8. Press the right-hand arrow on your keyboard to move to the Qty field, then key in the quantity required.

  9. When you have finished entering this product, you can use the Down arrow on your keyboard to move you to the next line.

  10. When you have finished, you have four options. If you have not filled in all mandatory fields at this point, Readysell will tell you what information is missing once you select one of the buttons listed below.

    1. Save and Close to park the order. Use this if you are unable to complete the sale order at this time, but want to return to it later.  It saves what you've done and closes the tab.

    2. Purchase to generate a purchase order based solely on this sale order. See Purchase Orders for more information about this step.

    3. Ship to generate a sale shipment for the order. See Sale Shipments for more information about this step.

    4. Complete to send all of the products on the order to the customer and invoice it without printing a picking slip/shipment.  You can only select this button if all stock is on hand and available and you can send out the entire order.  Not recommended if you require a picking slip/shipment to be printed.  Complete will invoice this order without printing a picking slip/shipment.