Front Accounting

Sales order processing

Hopefully you'll have lots of customers wanting to place sales orders with you.

It's very important to manage these correctly and in a timely manner.  How you perform here can make or break your relationship with your customer.

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First create a Sales Order

1. Click on Sales > Sales Order Entry.
2. Choose the correct Customer and Branch.
3. Select the appropriate Price List.
4. Enter the order date (usually today).
5. Choose a sales order item and edit as required, click Add Item.
6. Click Place Order.

The order is now placed and a Purchase Order can be printed off for the customer.

The next step is to deliver the order

1. Go to Sales > Delivery against Sales Orders.
2. Click the dispatch icon to the far right of your Purchase order.
3. Check the details and click Process Dispatch.

You can now print off the delivery note.

Now you can invoice for the deliver

1. Go to Sales > Invoice against Sales Delivery.
2. Click on the Invoice icon to the far right of your delivery.
3. Check the details and click Process Invoice.

You can now print off the invoice for the customer.

Thanks for visiting.