erp-manual:cloud:sales:sales-order
Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision | ||
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erp-manual:cloud:sales:sales-order [2026/01/18 08:26] Kalpesh Popat [Step 7: Transaction Actions] |
erp-manual:cloud:sales:sales-order [2026/03/11 03:03] (current) Kalpesh Popat |
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| * **Create New**: Click on **Sales Order** from the Menu and then click on **Create New** button | * **Create New**: Click on **Sales Order** from the Menu and then click on **Create New** button | ||
| * **Edit Existing Order**: Search for the order that you want and then click on the link to open that sales order | * **Edit Existing Order**: Search for the order that you want and then click on the link to open that sales order | ||
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| * **Billing Name**: This defaults to the customer name, to have a Billing different from customer, select the required billing name. | * **Billing Name**: This defaults to the customer name, to have a Billing different from customer, select the required billing name. | ||
| * **Billing Address**: Select the billing address, if Billing address is different than the one selected. | * **Billing Address**: Select the billing address, if Billing address is different than the one selected. | ||
| - | * **Comments**: | + | * **Comments**: |
| After the information that is required is provided, click on the **Confirm** button to close the popup. | After the information that is required is provided, click on the **Confirm** button to close the popup. | ||
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| * **Scan Barcode or QR code** to add item. | * **Scan Barcode or QR code** to add item. | ||
| * Provide the **Item Id** in the box mentioned " | * Provide the **Item Id** in the box mentioned " | ||
| - | * Click **+ button directly**, this will **open search screen** for users to search and select the item to add. | + | * Click **+ button directly**, and select **Add Design**, this will **open search screen** for users to search and select the item to add. |
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| **Repeat Step 3** for each item to be added in the Order | **Repeat Step 3** for each item to be added in the Order | ||
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| + | ===== Step 4: Add the Delivery charges ===== | ||
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| + | **Add Delivery Service**: In Order item section, There are following option to add delivery costs: | ||
| + | * Click **+ button**, and select the **Add Delivery** option this will **open search screen** for users to search and select the delivery services. | ||
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| + | **Provide cost details**: After the delivery service is added, you can click on Edit button for that service, system will open a popup, and you can provide the following details: | ||
| + | * Provide Cost | ||
| + | * Select the applicable Tax | ||
| + | * Add Comments as necessary. | ||
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| + | After editing is done, click **Confirm** to close the popup. | ||
| - | ===== Step 4: Order Terms ===== | + | ===== Step 5: Order Terms ===== |
| **Click edit** in Terms. System will open a popup to edit the information of the terms. following information is required: | **Click edit** in Terms. System will open a popup to edit the information of the terms. following information is required: | ||
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| - | ===== Step 5: Review Summary ===== | + | ===== Step 6: Review Summary ===== |
| Check following details in the summary: | Check following details in the summary: | ||
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| - | ===== Step 6: Save the Document ===== | + | ===== Step 7: Save the Document ===== |
| After all necessary information is provided and reviewed, Click on **Save** at the top of the screen, | After all necessary information is provided and reviewed, Click on **Save** at the top of the screen, | ||
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| - | ===== Step 7: Transaction Actions | + | ===== Step 8: Record Dispatch, Invoice and Collection |
| Following **one click** actions are available at the bottom, after the summary, scroll down and find the section. | Following **one click** actions are available at the bottom, after the summary, scroll down and find the section. | ||
erp-manual/cloud/sales/sales-order.1768724818.txt.gz · Last modified: 2026/01/18 08:26 by Kalpesh Popat
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