Sales - Order Processing - sales orders - sales order preparation

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

	On completion be sure to:

Select	<< Done

!	In the course of preparing a Sales Order, Line Level Shipment information (ETD) must be associated with each line item. This may be done Automatically or Manually.

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Information	In come cases, you may want to copy information directly from a previously created Sales Order.
		Copy SO from Last Purchase from this Customer	- to select the most recently created Sales Order.
		Copy SO from Last Purchase from this Customer that Contains	- select from a list of previously purchased Products.
		Select From List	- to select from a list of previously created Sales Orders.
	Select	<< View SO	- simply copy and paste the information you want to duplicate.

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

	Enter	Trader	- the person responsible for the transaction. (Sales Person, Purchaser, Buyer) - may be edited - defaults to Trader set up during Sales Order Assign.
		Preparer	- system-generated based on User ID log-on.
		SO Date	- may be edited - defaults to today's date.
		Can SO be Duplicated?	- may be edited - defaults to Yes. Enables re-use of information per above.
		Blanker Order?	- defaults to No. To accrue customer deliveries against a single Sales Order.
		Consignment Order?	- defaults to No. If Yes is selected, then Consignment Information e.g. how many days, is displayed on a Sales Order document.
		Consignment Days	- if a Consignment Order, then the number of days on consignment from receipt of the goods.

General Information		Customer	- may be edited - previously populated in Sales Order Assign.
		Customer Name	- may be edited - previously populated in Sales Order Assign.
		Destination	- e.g. Sales Region.
		Customer PO#	- Customer's internal PO # if available.
		Sold To Address	- may be edited - defaults to Address set up during Customer Setup.
		Sold To Country	- may be edited - defaults to Address set up during Customer Setup.
		Sold To Address Text	- may be edited - defaults to Address set up during Customer Setup.
		Ship To Address	- may be edited - defaults to Address set up during Customer Setup.
		Ship To Country	- may be edited - defaults to Address set up during Customer Setup.
		Ship To Address Text	- may be edited - defaults to Address set up during Customer Setup.

Price & Payment Terms		Currency	- may be edited - previously populated in Sales Order Assign.
		Discount Percent	- any discount to be applied against the entire order.
		Discount Info.	- additional terms of a discount.
		Additional Charge 1	- any additional charges to be applied against the entire order.
		Charge Info. 1	- identification of the charge.
		Additional Charge 2	- any additional charges to be applied against the entire order.
		Charge Info. 2	- identification of the charge.
		Payment Terms	- payment terms to be applied to the entire order.
		L/C Number	- Customer's Letter of Credit number, if applicable. (Most often used for onward exports.)
		Routing	- e.g. Method of Delivery/Name of Freight Carrier. e.g. Fedex Tracking number/Next Business Day/Delivery Saturdays etc.

Order Remarks		Order Remarks Text	- text entered here will show up in the Order Remarks section on the Sales Order document.

Lines		Add Lines	- to add/edit items associated with the Sales Order. See Line Level Maintenance & Line Level Shipment Maintenance.

Docs		Associated Documents &/Images Upload	- to upload any documents/images associated with the Sales Order. e.g. Customer specifications.

		On completion be sure to:

Select		<< Done


Line Level Maintenance:		Line Level Maintenance
!	Additional line level information may also be maintained from within Line Level Shipment Maintenance. This affords an optional additional level of granularity.

To access Line Level Maintenance

From within Sales Order Preparation:

Select	<tab> Lines

Select	< Add Line OR
	< Edit (see image right)

In the course of preparing a Sales Order, the following line information may be added/edited (see image right):		Line Level Information

	On completion be sure to:

Select	<< Update

<tab>

Lines			Item #
			Quantity
			Unit of Measure
			Price
			Currency

			On completion be sure to:

Select			<< Update


Line Level Shipment Maintenance:		Line Level Shipment Maintenance
!	In the course of preparing a Sales Order, Line Level Shipment information (ETD) must be associated with each line item. This may be done Automatically or Manually. If your company often works with Sales Orders with multiple lines, each with different shipment dates, which may not be known at the time of Sales Order Preparation - selecting Manual Shipment dates triggers a later prompt to remind you to add a shipment date for each line item. i.e. acts as a failsafe.	Line Level Shipment Maintenance

To access Line Level Shipment Maintenance

From within Sales Order Preparation:

Select	<tab> Lines

Select	< Line # (see image right)


In addition to the shipment information, the following information may also be maintained from within Line Level Shipment Maintenance (see image right): Most of this information defaults from the general Sales Order Preparation input, however within Line Level Shipment Maintenance, it may be edited and customized for each line item, thus affording an optional additional level of granularity.		Line Level Shipment Information

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Select	< Add Shipment OR
	< Edit

Shp Schd		Shipment	- system-generated automatically generated based on the number of shipments associated with each line.
		Quantity Ordered
		ETD	- is generated either Automatically or Manually.
		ETA	- is generated either Automatically or Manually. - the use of ETA is an Administrative System Setting: IncludeSalesETADatesVISYN both in the context of Sales Order Line Level Maintenance, and Delivery Information.

Shp Schd to Print			- system-generated based on Shp Schd entry. Although this may be manually edited, subsequently revised Shipmen Schedule dates will overwrite it.

General Info.		Customer	- may be edited - defaults to information entered during general Sales Order Preparation (above).
		Customer Name	- defaults per above
		Customer PO#	- defaults per above
		Destination	- defaults per above
		Blanket Order?	- defaults per above
		Consignment Order?	- defaults per above
		Consignment Days	- defaults per above
		Customer's Product Name	- line specific but defaults per above
		Additional Description	- line specific but defaults per above
		Bill To Address	- defaults per above
		Bill To Country	- defaults per above
		Ship To Address	- defaults per above
		Ship To Country	- defaults per above

Price & Payment Terms		Currency	- defaults to information entered during general Sales Order Preparation (above), however it may be edited here at the individual line level.
		Quantity Ordered	- line specific but defaults per above
		Quantity Text	- line specific but defaults per above
		Price	- line specific but defaults per above
		Discount Percent	- defaults per above
		Discount Info.	- defaults per above
		Additional Charge 1	- defaults per above
		Charge Info. 1	- defaults per above
		Additional Charge 2	- defaults per above
		Charge Info. 2	- defaults per above
		Payment Terms	- defaults per above
		L/C Number	- defaults per above
		Routing Number	- defaults per above


Line Remarks		Line Remarks	- to enter general remarks about the line. For internal communication only for users of the application.

Docs		Associated Documents &/Images Upload	- to upload any images/documents associated with the line item, for example Customer specifications.

Additional Info		Product Weight	- product specific
		Product Length	- product specific
		Product Height	- product specific
		Product Width	- product specific
		Product Dimension Unit of Measure	- product specific


Line Level Shipment Maintenance (Auto Generated): See also Line Level Maintenance.	Auto-Generate Shipment Dates
In the course of preparing a Sales Order, shipment information (ETD) must be associated with each line item.	Auto-Generate Shipment Dates

Select	< Proceed to Line Level Maintenance
			- you will be asked if you wish to Auto Generate the Shipments (see image right).

		ETD	- may be edited - defaults to today's date.
		ETA	- the use of ETA is an Administrative System Setting: IncludeSalesETADatesVISYN both in the context of Sales Order Line Level Maintenance, and Delivery Information.

Select	<< Yes		- to apply the default dates to all lines in the Sales Order. These may be overwritten manually, line-by-line.
		OR
Select	<< No		- to associate shipment information later, line-by-line.


Line Level Shipment Maintenance (Manual): See also Line Level Maintenance.			Manually Generate Shipment Dates
In the course of preparing a Sales Order, shipment information (ETD) must be associated with each line item.

Select	< Proceed to Line Level Maintenance

Select	<< No

Select	< Line #	e.g. 1 (see image right)

Select	< Add Shipment

Select	< Select	- to select a shipment date from a pop-up calendar.

Select	< Update	- to save the new shipment date.

		Continue adding Shipments as needed - e.g. A Sales Order Line may be broken down into multiple shipments.

Select	< Edit	- to edit a shipment.

Select	<< Back to Header Level Maintenance	- to return to general Sales Order preparation.

Sales - Order Processing - sales orders - sales order preparation

Sales Order Prepare:

Line Level Maintenance:

Line Level Shipment Maintenance:

Line Level Shipment Maintenance (Auto Generated): See also Line Level Maintenance.

Line Level Shipment Maintenance (Manual): See also Line Level Maintenance.

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