Follow the steps below to record sales orders.
1. Navigate to Sales -> Delivery Orders -> +New
2. A new delivery order window appears as per below.
Customer | Select Customer. You can choose to create a new customer or select the existing customer. |
Billing Party | Key in Billing Party information. *(Optional) Note: The billing party information will be auto-filled if you have set the default billing address in the Contacts module. |
Shipping Party | Key in Shipping Party information. *(Optional) Note: The shipping party information will be auto-filled if you have set the default billing address in the Contacts module. |
No. | Key in own Delivery Order No. or the system will autogenerate it. Note: Turn on Custom Numbering in the Company Settings > Number Formats to override the auto-numbering. |
Reference No. | Key in a References No. if any. *(Optional) |
Date | Select a delivery order date. Note: The default date is the Current Day. |
Currency | Select Currency. Note: The default currency is Malaysian Ringgit (MYR). |
Rate | Only for foreign currency transaction. Note: System will auto pull the rate based on the transaction date. |
Tags | Add Tags for your transaction if any. *(Optional) |
Title | Add Title for your transaction if any. *(Optional) |
3. Scroll down to the Items section, and click +Item to record the transaction.
OR
You can transfer items from Quotations or Sales Orders.
4. Select the existing Product.
You can create a new product by clicking +Add Product.
5. Select an appropriate Account.
You can create a new account by clicking +Add Account.
6. Update the UOM, Quantity, Location, and review the Unit Price. The Amount column will be auto-calculated by the system based on the Quantity and Unit Price.
7. Add in Discount if any. *(% or RM)
8. Select Tax if any. *(Optional)
9. The Sub Total, Discount Given, Tax, and the Total will be auto-calculated and displayed by the system.
10. Scroll down to the Others section. Key in notes under Remarks for your customer. *(Optional)
Note: Remarks will be auto-filled if you have set a default remarks under the Company setting.
11. Write a Description. *(Optional)
Note: The transaction description will be appearing on the Reports.
12. Attach Files to the transaction, either select the existing files or upload a new file.
13.Once the file is uploaded, tick Shared if the file needs to be shared with the contact.
14. Tick Send Email to send the document immediately upon saving.
15. Click Save to save the transaction in the system. You can save by Draft , Pending Approval or Ready.
16. Review the Email To, Subject, Personal Message, and Form Design.
Note: Email To will be auto-filled if you have set the email address in Contacts.
17. Once done, click on Save & Send.