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Trace: • transfer-out • cost-breakup • sales-order • collection
erp-manual:cloud:sales:sales-order

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erp-manual:cloud:sales:sales-order [2024/04/19 23:38]
Varun Nagrecha 		erp-manual:cloud:sales:sales-order [2024/04/27 10:38] (current)
Varun Nagrecha
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  ===== Header =====  ===== Header =====
 +
 +{{popup>erp-manual:cloud:sales:soheaderview.png?400}}
  
 **Step 1:** Click edit Header. System will open a popup to edit the information of the header. following information is required: **Step 1:** Click edit Header. System will open a popup to edit the information of the header. following information is required:
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     * **Required by Date**: Specify the date by when the items are required, this will help purchase department to make priority to complete your purchase     * **Required by Date**: Specify the date by when the items are required, this will help purchase department to make priority to complete your purchase
     * **Order Incharge** or **Requested by**: This is the person who wants the item, by default system will set the name of the person creating the sales order.     * **Order Incharge** or **Requested by**: This is the person who wants the item, by default system will set the name of the person creating the sales order.
 +    * **Billing Name**: Select the billing person, if Billing name is different than the one selected.
 +    * **Billing Address**: Select the billing address, if Billing address is different than the one selected.
     * **Delivery Name**: Select the delivery person, if Delivery Name is different than Billing Name     * **Delivery Name**: Select the delivery person, if Delivery Name is different than Billing Name
     * **Delivery Address**: Select the delivery address, if Delivery Address is different than Billing Address     * **Delivery Address**: Select the delivery address, if Delivery Address is different than Billing Address
     * **Comments**: Any comments that will help make the purchase.     * **Comments**: Any comments that will help make the purchase.
 +
 +{{popup>erp-manual:cloud:sales:soheaderedit.png?400}}
  
 **Step 2**: After the information that is required is keyed in, click on the Confirm button to close the popup. **Step 2**: After the information that is required is keyed in, click on the Confirm button to close the popup.
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     * Click **+ button directly**, this will **open search screen** for users to search and select the item to add.     * Click **+ button directly**, this will **open search screen** for users to search and select the item to add.
  
 +{{popup>erp-manual:cloud:sales:solineitemview.png?400}}
  
 **Step 2:** Provide item details: After the item is added, you can click on Edit button for that item, system will open a popup, and users can provide the following details: **Step 2:** Provide item details: After the item is added, you can click on Edit button for that item, system will open a popup, and users can provide the following details:
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     * Comments, Reference Code, etc.     * Comments, Reference Code, etc.
     * After editing is done, click **Confirm** to close the popup.     * After editing is done, click **Confirm** to close the popup.
 +
 +{{popup>erp-manual:cloud:sales:solineitemedit.png?400}}
  
 **Step 3:** Provide Cost Breakup. Click on Action button "..." to open menu specific to the item and select the option "Cost Breakup", a popup will open to provide budget details, and users can provide the following details: **Step 3:** Provide Cost Breakup. Click on Action button "..." to open menu specific to the item and select the option "Cost Breakup", a popup will open to provide budget details, and users can provide the following details:
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     * Payment date, Credit Days, Payment Terms and Mode of Payment     * Payment date, Credit Days, Payment Terms and Mode of Payment
     * After editing is done, click **Confirm** to close the popup.     * After editing is done, click **Confirm** to close the popup.
 +
 +{{popup>erp-manual:cloud:sales:sopaymentterms.png?400}}
  
  
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   * Transaction References: Document ID, Document Code, Document Date, Currency, Budget Used, any other Reference Document that this transaction refers to   * Transaction References: Document ID, Document Code, Document Date, Currency, Budget Used, any other Reference Document that this transaction refers to
   * Status of the document   * Status of the document
 +
 +{{popup>erp-manual:cloud:sales:sosummary.png?400}}
  
 ===== Save the Document ===== ===== Save the Document =====
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 Users can select the file to attach or drag and drop the file on the popup Users can select the file to attach or drag and drop the file on the popup
 +
 +{{popup>erp-manual:cloud:attachment.png?300}}
  
 **Step 2:** Click confirm to close the popup **Step 2:** Click confirm to close the popup
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 To add comment click on Add button and provide the comment in the popup. To add comment click on Add button and provide the comment in the popup.
 +
 +{{popup>erp-manual:cloud:comments.png?300}}
  
 Note: User can edit only their own comment, eg: User A cannot change comment of User B Note: User can edit only their own comment, eg: User A cannot change comment of User B
erp-manual/cloud/sales/sales-order.1713569936.txt.gz · Last modified: 2024/04/19 23:38 by Varun Nagrecha

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