Sales Order Payment Terms

Overview

Readysell allows you to change the Payment term on the Sales order. In doing so, the due date on the sales invoice will be calculated from the Payment Term on the sales order and not from the Customer Card.

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

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

3. The New Sale Order screen displays. 

4. Click in the Customer field.

5. 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.

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

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

   1. Click into the Product field on the first empty line on the list window

   2. Start typing and this will trigger the search window adding in automatically what you've started typing, 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.

   3. Press the Right Arrow on your keyboard to move to the Qty field, then key in the quantity required.

   4. Press Right Arrow again to move through the fields on the line, and make any necessary changes to pricing and discount information.

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

   6. Repeat this process for all the products you wish to add to the order.

8. When you have finished entering products, click on the Delivery tab.

   1. If you select an existing customer, their details will be displayed on this tab. Check that the details are correct and make any necessary changes.

   2. If you had to create a new customer, enter contact details for the customer.

9. If required, enter the Ship After date to stipulate that an order is to be converted to a shipment after a specified date.

10. If required, enter the Allocate After date to stipulate that the stock on an order is not to be 'Allocated' until the current date reaches the specified Allocate After date.

11. Once the order looks complete, then click on the General Tab and drop the arrow on the field 'Payment Term'
    Search for and highlight the required payment term.
    The invoice due date will now be calculated based up on the rules on the payment term you have selected
    Click on Save
    Note, if you copy an existing sales order whereby you have applied a different payment term, then just remember that the payment term is not the one from the card but the one from the updated sales order.

12. When you have finished, you have six 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.

    • 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.

    • Save to park the order.  This saves what you have done but does not close this tab, instead leaving the tab open on the Readysell screen.

    • Save and New. Once you complete working on the current sale order you can create a new sale order straight away by clicking save and new. 

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

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

    • 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 so 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.