A sales order should be created when a customer has concluded a quote for materials or labour and they have sent you a purchase order.
To create a sales order you want to open your companies data on Sage Line 50. Go to the customer section by clicking the customer button in the left hand corner. You may then have a list above that, in that list select sales order list. This could bring up a listing of all recent sales orders.
To make a new sales order push the new/edit button at the top area of the screen. This can open a new window with a blank sales order.
In the A/C box you'll select which customer the order is for. You may then insert all of the products sold to the customer. The product code should be the product number sold to the customer. This ensures that when the sales order is completed it is taken out of stock. The description should be exactly the same as the quote so that the customer knows what they are buying. The price should be checked so it matches the quote as this is the price the customer has concluded. The first page is reasonably straight forward to finish.
Next click order details at the top of the new window. This lets you put in a delivery address for the customer. The notes section doesn't show on a made public sales order so any extra information should be written here.
The order taken by section is immediately filled in with the computer users name. This keeps control of who has made the sales orders.
In the next tab along footer details you can add courier details and settlement discounts by putting data in the boxes provided.
After you've checked the sales order you can then click save at the very bottom of the screen. This sales order will then be at the very top of your sales order list and will have its own sales order number.
To create a sales order you want to open your companies data on Sage Line 50. Go to the customer section by clicking the customer button in the left hand corner. You may then have a list above that, in that list select sales order list. This could bring up a listing of all recent sales orders.
To make a new sales order push the new/edit button at the top area of the screen. This can open a new window with a blank sales order.
In the A/C box you'll select which customer the order is for. You may then insert all of the products sold to the customer. The product code should be the product number sold to the customer. This ensures that when the sales order is completed it is taken out of stock. The description should be exactly the same as the quote so that the customer knows what they are buying. The price should be checked so it matches the quote as this is the price the customer has concluded. The first page is reasonably straight forward to finish.
Next click order details at the top of the new window. This lets you put in a delivery address for the customer. The notes section doesn't show on a made public sales order so any extra information should be written here.
The order taken by section is immediately filled in with the computer users name. This keeps control of who has made the sales orders.
In the next tab along footer details you can add courier details and settlement discounts by putting data in the boxes provided.
After you've checked the sales order you can then click save at the very bottom of the screen. This sales order will then be at the very top of your sales order list and will have its own sales order number.
About the Author:
Lois Park has just recently joined the team at Prosyn and is giving help with internal small business IT Support setups. This Sage Line 50 task was one of her first projects. At Prosyn we concentrate on our internal systems as much as we do when providing Business IT Support to our clients.
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