Sales Order

The Sales Order section is where you record all the details of the orders placed by customers. It consists of three primary tabs:

General Tab

• Customer Name or Bill Number:
  • In this tab, you must enter the customer name or the bill number. If you enter the bill number, the relevant details for that bill will automatically be displayed for you to check and verify.

Price Tab

• Enter Product Price:
  • In this section, you need to input the price for each product that is being sold. Ensure that you provide accurate pricing based on the agreement with the customer. This helps in generating an accurate sales bill.

Command Tab

• Leave Command Blank:
  • This tab can typically be left blank, as it may be used for any special instructions or commands if required, based on your specific business needs.

Once all the details are filled in, review the information and save the sales order for processing.

General Tab

Confirmation of Required Fields

Confirm that all required fields are filled in:

• Customer
• Quotation No. (if applicable)
• Bill No.
• A/C Date
• Salesman Code
• Product details

Check that the added products appear correctly in the table.

Price Tab

Add Products and Quantities

Ensure the product list is populated with the correct items and quantities.

Verify Unit Prices

Check that the Sales Item Price column reflects accurate prices for each product.

Check Totals

Confirm that the total price for each product is calculated correctly (Quantity × Unit Price).

Apply Discounts (if any)

Enter the Discount % or value in the relevant field, ensuring it is applied correctly.

Round Off and Adjustments

Verify if the round-off or any additional subsidies/advance amounts are applied correctly.

Confirm Overall Totals

Check the bottom section for Total Qty and Total values to ensure accuracy.

Save the Data

Use the F9 - Save button to save the updated details.

Comments Tab

Navigate to the Comments Tab

Click on the 3. Comments button.

Add Comments

Enter any relevant notes, instructions, or additional details in the provided space.

Save Comments

After adding the comments, ensure to save them using the F9 - Save button.

Review and Proceed

Double-check all entries before returning to other tabs.