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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 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).
Columns:
- A/C Ref: Customer Account Reference.
- Adt Ln 1 - 5: Customer address.
- Alloc Status Code: Stock allocation status code.
- Alloc Status: SO stock allocation status (Nil / Part / Full).
- Bank Ref: Bank nominal code for any advance / pre-payment.
- Billing Address: Billing / Invoice address as a single line.
- Boxes: Number of boxes / parcels that teh SO is being shipped in.
- Carr Nett(FC): For foreign currency customers, nett carriage / delivery charge in their designated currency.
- Carr Nett: Nett carriage / delivery charge.
- Carr Tax(FC): Tax amount on carriage charge in foreign (customer) currency.
- Carr Tax: Tax amount on carriage charge.
- Carriage (FC): Total carriane charge in foreign currency.
- Carriage: Delivery / Shipping charge.
- Closed: Has the SO been marked as closed ?
- Company: Customer company name.
- Contact Name: Name of contact person at the customer company.
- Country Code: Country code of the country in which the customer is located.
- Courier ID: Courier / shipping company ID.
- Courier: Delivery / Shipping company.
- Created: Date the SO was created - set by the system and NOT the user.
- Curr ID: Customer designated currency ID.
- Cust Order No: Customer order reference.
- Cust Tel No: Customer telephone number.
- Date: Date the SO was created.
- Del Address: Delivery address as a single line.
- Del Adr Ln 1 - 5: Delivery address.
- Del Company: Company name for the delivery address.
- Del Count: Number of deliveries; a shipment may be dlivered in multiple stages.
- Del Country Code: Country code for the delivery address.
- Del Date: Expected delivery date.
- Del Dept No: Delivery department number.
- Del Dept: Delivery department.
- Del Nom Code: Delivery charge nominal code.
- Del Note: Delivery note / message.
- Del Tax Code: Delivery charge tax code.
- Del Tax Rate: Percentage delivery tax rate.
- Deleted: Has the SO been marked as deleted ?
- Desp Date: Date the SO was despatched.
- Desp Status Code: Despatch status code.
- Desp Status: SO despatch status (Blank i.e. Nil / Part / Full).
- Exch Rate: For foreign currency customers, the exchange rate to be applied to stock item prices in base currency.
- Global Dept: Department - used if no department is specified.
- Global Details:
- Global Nom Code: Nominal code to be used for SO items if no nominal code is specified.
- Global Tax Code: Tax code to be used for SO items if no tax code is specified.
- ID: Internal unique system record ID for the SO.
- Inv Nett (FC): As Inv Nett but in foreign currency.
- Inv Nett: Invoice / SO nett amount, excluding delivery / carriage charge.
- Inv No:
- Inv Status ID:
- Inv Status:
- Inv Tax(FC): As Inv Tax but in foreign currency.
- Inv Tax: Invoice / SO tax amount, excluding tax on delivery / carriage charge.
- Invoice: One or more invoice numbers created when items are shipped.
- Item Desc (FC): As Item Desc but in foreign currency.
- Item Desc: Item discount.
- Item Gross (FC): As Item Gross but in foreign currency.
- Item Gross: SO gross value for all items i.e. excluding delivery / carriage charge.
- Item Nett (FC): As Item Nett but in foreign currency.
- Item Nett: SO nett value for all items i.e. excluding delivery / carriage charge.
- Item Tax (FC): As Items Tax but in Foreign currency.
- Items Tax: Total tax amount on all SO items.
- Modified: Date the SO was last modified / updated.
- NOTC: Nature of transaction code.
- Nett Amt 1 - 5:
- Notes 1 - 4: Special notes 1 - 4
- Notes 4: SO note 4.
- Order: Sales Order Number
- Override Tax:
- Payment Ref: Payment reference for any advance / pre-payment.
- Payment Type: Advance / pre-payment method.
- Pre-paid (FC): As Pre-paid but in foreign currency.
- Pre-paid: Advance payment amount.
- Price Band: Customer discount price band (A - D)
- Printed: Has the SO been printed.
- Quote Exp Date: Quote expiry date.
- Quote Status ID: Quote status ID
- Quote Status: Quote status.
- Req'd Date: Required by date.
- STLM Disc Amount:
- STLM Disc Rate:
- STLM Due Days:
- STLM Total (FC):
- STLM Total:
- Sales Person: Name of person creating the SO.
- Ship Count: Number of shipments.
- TERMS:
- Tax Amt1 - 5:
- Tax Rate 1 - 5:
- Total (FC):
- Total Profit %: As above but as a percentage of sell price i.e. percentage margin.
- Total Profit: Total profit amount, based on the items that have been shipped and stock that has been allocated to the SO.
- Total: Sales Order total value.
- Type Code: 1 = Sales Order, 2 = Sales Quote
- Type: Sales Quote / Sales Order
- Value Disc Rate:
- Voucher: SO discount voucher reference.
- Web Order Email:
- Web Order No:
- Weight: Total weight of all items on SO.
- Zero Tax Rate:
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