Sales Order Detail

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The Sales Order detail shows a list of all the sales orders and the stock items on the sales order(s).

 

Go to Quotes & Sales Orders | Sales Order Detail

Hover the mouse over the different fields on the form. If the cursor changes to a hand (Hand_Cursor) , click to get more information.

Follow UpStatus 2Status 1On Order AvailableQuantity PackedOn OrderOn Order Quantity AllocatedQuantity AllocatedSummary BarSearch BarShortfallAvailableReservedOrder No.Customer Order No.Item CodeOrder QtyQty InvoicedQty AllocatedSOHETAAllCompleteCancelledIn ProcessPrintClear Search DataClear FilterRetrieveRefreshProjectQuick DateFromSales Order StatusSales_Order_Detail

 

Menu Bar

Description

Refresh

Click on Refresh to get the latest data on the screen.

Clear Filter

To clear all filters on the Sales Order detail form

In Progress

A filter to view all Sales Orders that is not completed

Cancelled

A filter to view all cancelled Sales Orders

All

A filter to view all Sales Orders (Completed as well as Non-completed)

Recalc Order can be filled

Calculate all orders that can be filled.

Print

To print the Sales Order Detail form.

 

Display Options

Description

Sales Order Status

A filter to view Sales Orders by their Status, using the drop down menu

Note: Status: You can assign a status to a sales order. Status can be used to categorise different types of orders and in the sales order Lookup form, you can filter the orders for a specific status type.  If you make use of a Webshop (PrestaShop), this status is pulled through to your Webshop when you do a Webshop Sync.

NB:  If you have a Webshop (with PrestaShop) you would need to create a status on Presta Shop, for this information to be pulled through from Smart-IT.

From [Date] to [Date]

Sales Orders can be viewed by a selected date range. Remember to select the Retrieve button to retrieve the data for that date range.

Select Project

A filter to view Sales Orders linked to a specific project.

Right click on row for more options

A context menu with different options will open.

 

Columns on the form

Description

Follow Up

Date that you must follow up on this Sales Order.

Promised ETA

Date promised to the client..

Order Qty

Sales Order quantity

On Order

Purchase Order Quantity

PO ETA

Purchase Order - Expected time of arrival of the stock.

Stock Reserved

All items that are reserved via Sales Orders or Job Cards

Shortfall Quantity

Quantity needed to fulfill that specific order.

(Order Qty - Invoiced Qty - Cancelled Qty - On Order Allocated Qty - Allocated Qty)