Sales Order Charges & Settings

Settings

Date

This is the transaction date.

Forward

The forward date of the order.

A Forward order is an order that is marked with a date to indicate that stock is not to be allocated to it until that date arrives. A forward ordered back order will not be released until the current system date equals or exceeds the forward order date.

Required

The date the customer requires the order.

You may also specify a required date by individual line item. Do this by adding a Required column to your transaction. If you do this, the required date of the line item overrides the required date of the sales order, when specified. If you specify a required date for the sales order but do not specify individual required dates for line items, then when the transaction is saved, all line items without required dates are assigned the required date of the overall transaction.

Salesperson

The salesperson code of this transaction if applicable.

Location

If you are operating with multi-location stock you will be given the option to specify from which location/warehouse, stock is to be used.

Department

If you are running in multi-department mode you will be given the option to specify the department the transaction belongs to for sales analysis reporting purposes.

Normally the department and the location are the same, however, if you are operating from a central warehouse location and you will be dispatching stock from a location that is not the same as the one that is responsible for the sale, you would enter the sales department code here. For example, if the sale can be attributed to Department 1, but stock will be issued from Department 2, then you would enter Department 2's code in the Location field and Department 1's code in the Department field.

Taxed

Tick the box to make the transaction taxable, otherwise untick it to make it untaxed.

If this customer is tax exempt or GST free, you can also enter the reason for the GST or tax free status or an appropriate code or number.

Charges

Freight Amount

Enter the freight/shipping amount to add to the invoice total here.

User Charges

Up to 3 user defined charges in addition to freight may be defined in INSTALLATION Workshop found under Invoicing - Layby/References (These are useful if you need to record insurance, handling and other special charges as well as the default charge freight.)

References

Order No

The customer order number is entered here if applicable.

Our Ref

Optional reference field.

Carrier

How the products are to be shipped is entered here if applicable. E.g., courier code or method of dispatch.