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Generate sales orders from
this module. This module is linked to the Stock/Services, Jobs/Projects
and Contacts modules. Details for a sales order can be entered on a line
by line basis or on a textual basis. Sales orders can be turned into sales
invoices, purchase orders or dispatch dockets with the click of a button.
There are various reporting options on the Options screen. Sales orders
are typically only used where you need the customer to sign a sales order
so you can go ahead with a job or invoice. Also, some companies do not do
their invoicing from this system but from their accounts package, so they
will create a sales order and this can be given to their accounts
department to create the invoice in their accounts package. Sales orders
can be printed or emailed (as a PDF) in any currency.

Users can also link related documents for sales orders
stored on a server or locally on the user's computer.
Track
commission for every order based on the sale or profit amount or just on
an entered value.

On the Options screen you can
do the following:
Find sales orders... In
progress Complete Cancelled Shipped but not fully
invoiced
You are not restricted to just finding records based on
these buttons. On the data entry screen, clicking the 'Find' button allows
you to find records based on any type of information.
Customer sales order
reports... Report by Company
Detailed Report by Company Summary Report by Area Detailed Report
by Area Summary
Product
reports... Report by Product
Detailed Report by Product Summary Report by Category
Detailed Report by Category Summary Back orders report
Commission reports... Detailed
commission report by name - Found set of records Summary commission report by name - Found set of
records
For the current
record Print sales order Print
label Create eMail Create fax Create letter Create sales
invoice (using current sales order) Create purchase order (using
current sales order) Create dispatch (using current sales
order) Part invoice / dispatch (using current sales
order)
For the found set of
records... Print mini list Print
labels
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