Order Header

Order Header

The order header carries basic information about the order. It has four sections, i.e, the main header, order agreement and terms, payments and additional party.

The main header will show the name of the organisation that you are logged in to. In a multi-organisation setup, you can change the organisation from the drop-down. To choose the customer for the order, start typing in the name of the customer and the system will show you names matching the text. If you know the Customer ID, you can type that in directly and pick up the customer.

*Go to PARTY>Parties>Create Party if you have to add the customer as new

You can give the Order an internal name if you want. If there is a Customer Purchase Order, you can enter the PO number and date. The Order Type (domestic or export) and Product Store that will be indicated by default. You can change these if needed.

*If it is an Export order, merely choosing Export as order type has no effect, unless zero GST for export sales has been defined for the item.

The order Currency is picked up from the Party Master, though you can change it here. The Sales Channel and Sales Representative can be tagged, which will be helpful in analysis and CRM. The Sales Order numbering sequence is shown, from which the next number is assigned to the order. The payment term for the customer is shown from the Party Master.

*To add a new Order numbering sequence, go to ADMIN CONFIG>Numbering Sequence

In the next section – Order Agreements and Terms , you can introduce special terms and conditions for the order, such as extra credit term, incoterms, legal caveats etc.

Assign a mandatory Payment Method for the order in the following Payments section.

*You can set up Payment Methods for a customer in the Party Master.

In the next Additional Party section, another party can be attached to the order in a role chosen alongside, which can be that of supplier, a shipping customer etc. The roles are pre-configured and will be shown only when such party is selected.

Click Continue to move to the Shipping Details tab