Sales - Order Processing - sales orders - sales order assign

Sales Order Assign:		Sales Order Assign
Here the following information is maintained (see image right).

	On completion be sure to:

Select	<< Assign


Customer Id	Select	< Scan	- in order to assign (create) a Sales Order, you need to associate it with a particular Customer. Or simply type in a new Customer Id. You can go back to the Customer Information section to fill in the rest later.

Copy from Purchase Order	In some cases (back-to-back/direct) you may want to copy information directly from a previously created Purchase Order.
	*Enter*		PO #
	OR
	Select	< Scan	- to select from a list of previously created Purchase Orders.

	Select	<< Copy PO Lines	- to copy the Product information over into the new Sales Order.

	Select	< Add Line	- to add additional line items.


	If not copying information from a previously created PO, simply begin entering Sales Order information:

Item #	Select	< Scan	- in order to select Products from the list of previously created Products. Unlike Customer Id, you must select from the list of previously created Items.

Quantity	*Enter*		- the quantity of the Product you are selling.

Unit of Measure	*Enter*		- the Unit of Measure in which you are selling. Depending on your Administrative System Settings UseCustomerPricingVISYN & UseProductStandardWeightVISYN the Price Per Unit may be set to a default.

Price Per Unit	*Enter*		- the Price Per Unit of Measure. Depending on your Administrative System Settings UseCustomerPricingVISYN & UseProductStandardWeightVISYN the Price Per Unit may be set to a default.

Currency	*Enter*		- the currency in which you are selling the Product. The Currency will be set to an initial default, based on your Administrative System Setting: BaseCurrency

	Select	<< Update	- in order to save each item as it is added to the Sales Order.

	Select	< Add Line	- to add additional line items.

Trader	*Enter*		- the person responsible for the transaction. (Sales Person, Purchaser, Buyer).

Ship to Address	Select	< Scan	- in order to select from Ship to Addresses associated with the Customer.

			On completion be sure to:
	Select	<< Assign
			A Sales Order # is then Assigned. You will then be taken be given the option to Continue to Prepare or exit the Sales Order.

	Select	<< Continue to Prepare	- to begin entering additional information associated with the Sales Order, OR

	Select	<< Back	- to exit the Sales Order without entering additional information at this time.

Sales - Order Processing - sales orders - sales order assign

Sales Order Assign:

VISCO LLC 721 Broadway, Suite 270, Kingston, NY 12401 Copyright © VISCO LLC 2012

VISCO LLC
721 Broadway, Suite 270, Kingston, NY 12401
Copyright © VISCO LLC 2012