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Ice Ledger

Sales Order Processing


The list shows all current sales quotes and orders. There is a tool and filter bar, above the list. Some of the columns (e.g. A/C Ref and Customer) are hyperlinks which when clicked allows you to view the appropriate record. You can customise, search, sort, filter and group the data presented in list views.

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The tool bar has a number of buttons, including:


Add
Create a new sales quote / order.

Record
Edit selected record.

View
View selected record. When viewing a record, options relating to save changes are disabled.

Copy
Copy selected record and save as a new quote / sales order.

Search
Show / hide search toolbar.

Ship
Ship / despatch items that have been allocated in sales orders but have not yet been despatched.

Close SO
Mark selected quotes / sales orders as closed. An incomplete sales order may be marked as closed. A closed sales order can no longer be amended.

GDN
View all goods delivery notes for the selected sales order.

Print
Print selected records using predefined stationary templates. Printing

Delete
Delete selected records.

The filter bar allows you to quickly go to a particular order number, apply a date range filter (click on the Filter label), select what type (Quotes, Orders, Proforma or All) of documents are shown and select records by their status (Pending, None, Part, Full or All).

Index | Sales Ledger | Sales Orders | Shipments | Sales Invoices

Sales Quote / Order

Both sales quotes and orders use the same screen layout which has a toolbar at the top and a split screen with five tabs (Order, Addresses, Nominal & Notes, GBP and Profit) in the top section. The toolbar buttons include:

Ship:Marks allocated stock items as being shipped to customer and stock levels are adjusted. Every shipment creates a shipment / GDN (goods delivery note) record.

Close SO:Marks the sales order as being closed which prevents it from being altered in the future.

Print:Print template based documents such as sales orders, picking lists, delivery notes etc..

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order

You can enter all relevant details in the header section tabs:

Index | Sales Ledger | Sales Orders | Shipments | Sales Invoices

icon-address.pngAddresses

Under this tab you can view and select customer billing and delivery addresses.

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You can also enter other pertinent details, including:


Index | Sales Ledger | Sales Orders | Shipments | Sales Invoices

icon-normal.pngNominal & Notes

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You can enter addition information here, including:


Index | Sales Ledger | Sales Orders | Shipments | Sales Invoices

icon-gbp.pngGBP

The currency tab provides all summary financial vales in both the selected company base currency (in this example GBP) and the designated customer trading currency, if different. For foreign currency customers, you can click in the box to the left of the Exchange Rate to view the current exchange rate and to convert all figures to customer currency.

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Index | Sales Ledger | Sales Orders | Shipments | Sales Invoices

icon-profit.pngProfit

Here you can check the profitability of the sales order on an item by item basis. You can select different columns to view profitability for allocated stock, shipped items and total (allocated and shipped).

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Index | Sales Ledger | Sales Orders | Shipments | Sales Invoices

so-icon.pngSO Items

In the lower section you can enter sales order items. You can customise the list view to suit your requirements. The items section also has a toolbar with buttons, including:

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To allocate stock for individual items, click the button in the last column, Allocate.

Item Details: In the top left corner of the screen are the item navigation controls. Using these you can select any existing item or add new items without having to exit and re-enter the screen. The total number of items are displayed to the right of these controls. You can either click on the buttons or use keyboard shortcuts.

Item Details

In the top left corner of the screen are the item navigation controls. Using these you can select any existing item or add new items without having to exit and re-enter the screen. The total number of items are displayed to the right of these controls. You can either click on the buttons or use keyboard shortcuts

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Working from left to right, the controls have the following functions:

Details on the screen include:


Index | Sales Ledger | Sales Orders | Shipments | Sales Invoices

icon-stock.png  Allocate Stock

Althogh you can fully allocate stock to all items from the button, Fully in the header, Order tab, there are occasions when you need to allocate stock to items on an individual basis. To this end, you can click the button in the Allocate column for the appropriate item to display the stock allocation screen:

The top part of the screen displays the item description, quantity required (order minus despatched quantity), quantity allocated at present and remaining balance. The lower section shows a list of all batches that have been purchased are still in stock. Yoy can use the Auto Allocate button to allocate stock from the oldest available batch first. Alternatively, you can allocate select quantities from one or more specific available batches.

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Index | Sales Ledger | Sales Orders | Shipments | Sales Invoices
 

 

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