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 menu options. If the cursor changes to a hand (
), then click to go to the subject.
Hover the mouse over the different fields on the form. If the cursor changes to a hand () , click to get more information.
If the item is a bill of material, you can begin a production run from this form (click the "Prod.Run" button above).
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. |
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 |
Weight Extended |
Weight of the items that must be invoiced. |
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) |
Global on Hand |
Stock on hand from all warehouses combined. |
WH on Hand |
The number of items in this employee's default warehouse. Set your default warehouse in Company > Add or Edit Branches as well as in the Employee form. See also Default Warehouse for Stock Levels |
