Create a new Sales Order, Print a Packing Slip and Book a Courier.
Overview
You can create a new Sales Order from the Sales module on the Top menu, or from the quick navigation bar on the right of the screen.
There are several options in the Sales Order screens.
When you have entered your Sales Order, you can print a Packing Slip, print an Invoice for the order and Book a courier.
Create a Sales Order
To create a new Sales Order:
- From the Sales > Sales Orders menu, click New Sales Order.
OR:
- Click Sales Orders from the right side quick navigation bar.
In the Create new sales order modal:
- Select the Receivable account from the dropdown list.
- Click Confirm.
In the Order screen:
The Receivable account and the Branch they are associated with will display. The order will have been automatically allocated a Sales Order number which will display in the top menu tab beside the Client description.
- You can now add the Ordered by, Client order number and Client reference details. These details will appear on the Packing Slip screen if entered here. If you do not enter these details here, you can add them to the Packing Slip later.
- Select the Stock Item from the dropdown list.
- Enter the Quantity required.
- Show Cost price and margin: Check this field to display the cost price and margin on the Sales Order.
- Pickup Status: You can select from the dropdown list. The options are Pickup Required, No Pickup, Awaiting Pickup, and Picked Up. On the Sales Order search screen, you can use the Advanced search to find any orders by a selected Pickup Status.
- Assuming you have the item(s) in stock, click Now to add them to the order. If you don't have them in stock please refer to this article for how to create a backorder or stock transfer.
The item will now display in the lower part of the screen.
- Continue adding more items as required.
Save
You can Save the order at any time.
- Click Save at the top left of the screen.
This allows you to Save an incomplete order without yet creating a Packing Slip or sending it.
Save the Sales Order and following Options
This is the process for a straight forward Sales Order with no Back Orders required, and it's not a cash sale.
When you have completed the Sales Order lines:
- Click Save and Close.
This will prompt you to Create a Packing Slip.
If further details are necessary for the Sales Order, such as the Client order number, when you click Save and Close in the Create a Packing Slip screen, the system will remind you of any fields that you need to complete.
Now you are at the Create packing slip for sales order screen. Here there are many options. You can perform any or a combination of these tasks.
1. Create a Packing Slip
If a Packing Slip is required:
You can select an existing Delivery Address or add a new Delivery Address for your Packing Slip. Read Delivery Address for a Sales Order to read about this.
- Check Print (view) packing slip.
- Select the Taken By person's name from the dropdown list, or enter the name in the Taken by (override) field.
- Click Save and Close.
Alternatively, if a Packing Slip is not required:
- Leave Print (view) packing slip unchecked.
- Click Close but don't create p/s.
2. Print an invoice for the Sales Order
If you require an Invoice right away, then in the Create packing slip screen:
- Check Invoice and print.
- Select the Taken by person from the dropdown list.
- Enter the Client order number.
- Click Save and Close.
The invoice will appear on-screen, where you can print or save it.
Alternatively, if an Invoice is not required at this stage, leave Invoice and print unchecked.
3. Book a Courier and send a text or email notification
In the Create packing slip screen, you have the option to book a Courier for the goods sold.
If you wish to book a Courier, then in the Create packing slip screen:
- Select a Courier from the dropdown list, or add one from the
Plus icon.
- Click Book courier.
This takes you to the Book Courier screen where you can Confirm the courier and send a notification message via text or email to your customer.
- Enter the Courier tracking number.
- Enter the Freight charge.
Now you can send a notification message.
Send tracking ref via text. Refer below for details.
OR:
Send tracking ref via email. Refer below for details.
- Click Confirm.
Send tracking ref via text
In the New Text SMS screen:
- Select the person or the Account to send a text notification to.
The standard message can be edited here if required.
- Click Send to send the text.
Send tracking ref via email
In the New Email screen:
- Select the person to send an email notification to.
- Enter a Subject for the email.
The standard message can be edited here if required.
- Click Send to send the email.
- Click Save and Close.
This will print the Packing Slip.
Alternatively, if you do not need to book a Courier:
-
Click Save and Close.
Search Sales Orders & Find Old Orders
You can search for sales order from the Sales Order search screen under Sales>Sales Orders. Please note this search will only go back 3 years. If you need to find older orders, you can use the Advanced Search and specify a date range. Enter a Start Date and an End Date and you'll be able to find older orders.
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