Sales Order Process Explained

This guide will walk you through taking payments, filtering for pick up at a later date, confirming picked up/shipped orders.

Creating a new Sales Order

Step 1: Create a new Sales order by navigating to the SALES module and clicking the “+” next to Orders in the dropdown.

Step 2: Fill in the necessary info on the new “Sales Order” form. The form requires a Customer name and store Location. :

Step 3: Add Products and/or services to the order below.

Note: Tax will be automatically generated based on the rate set on the first register at the applicable location.

*Check the ‘Layaway’ box located under ‘General’ in the gray column on the left. This moves the goods out of your stock to avoid double selling.

Step 4: Save and _Confirm _the document.

Posting Payments to the Sales Order

Once the order is saved, you can associate a payment with your Sales Order.

Step 1: Click the “$” button in the bottom bar. If this bottom bar is not visible, click the yellow button in the bottom left corner of your screen.

Step 2: On the Payment Card, fill out the appropriate information.

Step 3: Click Save to post the payment:

Payment will be reflected under Customer Balance. Go to SALES module, click Order and open the concerned order.

Note: Once the Sales Order document is saved, you will notice that the products on the ORDER have been moved out of available stock and into the layaway column. This can be located in the stock table on the Product Card.

Processing Sales Order Pick-Ups

Once the client returns for item pickup: Step 1: Go to the SALES module and select Orders.

Step 2: Find the Sales Order being picked up. If you do not remember the order number, you can use the filters to locate the Order (date, customer name, status, location, etc).

Step 3: Once located, click the Sales Order to open it. Then click To Invoice, located in the bottom black bar.

Step 4: This will open a new Invoice-Waybill document. If the client has not yet paid for the order, click Save then the “$” at the bottom of the screen. This will allow payment methods to be entered as noted above.

Step 5: Confirm & Save. Once this done, this means the customer has picked up the goods from the location. The customer balance will now return to zero (or previous balance). You can now print a receipt or shipping label.

The goods are now moved from layaway to out of stock in inventory.

Notice that the original Sales Order and related Invoice Waybill are now associated. The Invoice Waybill number is located to the left of the yellow More button. You can open it by clicking on the number.