Sales Order
A Sales Order is a confirmation of an order from your customer.
It is usually a binding Contract with your Customer. Once your customer confirms the Quotation you can convert your Quotation into a Sales Order.
Before creating and using a Sales Order, it is advised that you create the following first:
· Customer
· Item
2. How to Create a Sales Order
To create a sales order in ASAERP version 14, follow these steps:
STEP 1: Log in to ASAERP: Open your web browser, navigate to your ASAERP instance, and Log in to your ASAERP account using your username and password.
STEP 2: Access the Sales Order Module:
· From the ASAERP dashboard, click on the "Module" icon in the top left corner.
· Select the "Selling" module.
STEP 3: Create a New Sales Order:
· In the Selling module, click on "Sales Order" to access the sales order list.
· Click the "New" button to create a new sales order.
STEP 4: Fill in Sales Order Details:
On the Sales Order form, you will need to provide the following information:
· Customer: Choose the customer for whom you are creating the sales order. You can either select an existing customer from your database or create a new customer.
· Transaction Date: Set the date of the sales order.
· Delivery Date: Specify the expected delivery date.
· Payment Terms: Choose the payment terms for this sales order.
· Currency: Select the currency for the sales order.
STEP 5: Add Items to the Sales Order:
· In the "Items" section, click the "Add Row" button to add products or services to the sales order.
· For each item, enter details such as the item code, description, quantity, rate (price), and any applicable discounts or taxes.
STEP 6: Save and Submit:
· After filling in the necessary details, click the "Save" button to save the sales order as a draft.
· If the sales order is ready to be confirmed, click the "Submit" button. This action will confirm the sales order, and it can no longer be edited.
STEP 7: Generate Sales Invoice (Optional):
· Once the sales order is confirmed, you can generate a sales invoice from it. Click the "Create" button at the top of the sales order, then select "Sales Invoice." This will create a linked sales invoice based on the sales order.
STEP 8: Manage the Sales Order:
· You can track the status of the sales order in the "Status" field. As the order progresses through the sales cycle, you can update its status accordingly.
STEP 9: Print or Email Sales Order (Optional):
· If needed, you can print or email the sales order to the customer by clicking the "Print" or "Email" buttons.
Remember that the specific fields and options may vary depending on your ASAERP configuration. Consult your ASAERP documentation or administrators or consultant for any variations or additional settings you might need.