Create or Edit a Sales Order - Smarter Sales & Inventory Management | Zayls

by Zayls
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Knowledge Base Sales | Create or Edit a Sales Order

Create or Edit a Sales Order

Create a Sales Order:   

  1. In the Sales Orders  Overview, click  New  Sales Order. 

2. In the  New  Sales Order window, enter  the  Customer,  Item/s,  and  Quantity.

3. You may also enter  the  Reference #,  Delivery Date,  Remarks  and change the  Location,  Payment Terms, and select a Discount per Item.    

Item set in the Price Matrix will have its automatic discount. Final price set in the Price Matrix cannot be removed in the Sales Order. 

If a 100% discount is applied, once saved and approved, the invoice and collection progress displays 100% completed.

The Unit Price displayed in the item list is VAT-inclusive while the unit cost that would be deducted to the current inventory cost once the order is delivered would be VAT-exclusive or the Net of VAT for that specific item.

4. Once done, click  Save  or  Save and Approve  to save the  transaction or  Cancel  to terminate the form. 

  • Save and Approve will save the transaction and approve the SO that will unlock the succeeding transactions such as Deliveries, Invoices, and Collections.  
  • Save  will only save the transaction and the transaction will have a  Pending  status until approved.  

If the Total Amount of the Sales Order resulted in the customer exceeding it’s pre-defined Credit Limit, there would be a prompt asking the user whether the transaction should proceed or not.

5. A successful message will appear at the top-right hand corner and you’ll be able to see the newly created sales order. You can click the message to create another sales order.  

SO# is auto-generated but you can override and type in a different number. To check the form’s next auto-generated numbers, click  here. 

Edit a  Sales Order:    

  1. Click the  Sales Order that you want to edit.   
  2. Click  Edit.   
  3. Enter the new details and then click  Save or  Save and Approve located at the bottom. A message will appear if the sales order is saved  successfully.    

If you are not able to create or edit a Sales Order that means the admin did  not  give you access to  Sales Order - Modify. 

If you are a regular user, you cannot add more items once the Sales Order has been approved and there are already DeliveriesInvoices, Sales Returns, and Collections.  

If the user is not an Admin, functionalities such as edit, void, delete will not work after seven days of the transaction creation.  

Add Comments to a Sales Order:    

The comment feature allows you to leave important messages to keep everyone informed.

  1. In the Sales Order record, scroll down to view the Comments section.
  2. Enter your message in the Comment box.    
  3. You may also add attachments such as photos or files. Click Add attachment below the  Comment box. A Dialog box asking the location of the file will appear. Click the file you want to upload and then click Open.
  4. Once finished, click Post. A successful message will appear, and the new message will display on top of the conversation.   

Edit or Delete a Comment:    

  1. Find the comment you want to edit or delete.     
  2. Click  .    
  3. To update the comment, click Edit. To delete the comment, Click Delete.

Only accounts with admin account type can delete comments made by other regular users.