III. Sales Order Module

The Sales Order Module works as a repository of all Sales Orders,from here we can manage and review all Sales orders.

To access the sales order module form the Home page. Click on BASIS , Sales orders and then sales orders

SALES ORDER MODULE NAVIGATION

ACTIONS SECTION

• Generate XML – Sync the order with the BASIS App
• Download Excel – use this button to download the SalesOrders Form or to dowload the form with a selected
  sales order

Sample excel file

SO EXCEL FIELD DEFINITION

• TYPE – Set to H and D where H is the Header of an order and D is the part of the order.
• PO NUMBER – Sales order number
• Customer CODE – Vendor code
• DATE – date of the SO
• TERMS = terms of payment
• WAREHOUSE – warehouse number
• ITEM NUMBER – Product code
• UPCCODE – UPC code
• UOM – unit of measure
• QUANTITY – number of the items

• UploadExcel – use this button to upload the SalesOrder Form
• Delete – Deletes a selected sales orders
• Clear Selection – Clears selected orders
• Master BOL Report – TBA

FILTERS SECTION

Use this section to find sales order via search field.

MANAGING SALES ORDER ITEMS

Orders can be managed by clicking on the down arrow button right after the sales order number

From here you will see all available options for order management.

Description

• View Details – This option will display the contents of an order

• View Transactions – TBA
• Mark not received – TBA
• Generate BOL Report – Generates a bill of lading

sample form

• Generate Packing Slip – Generates a packing slip

sample form

• Manage Labels – TBA
• Logs – TBA

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