Overview

A sales order enables you to allocate stock, customer order items, and take payments without creating a tax invoice.


It can be updated, split or deleted, and is finalised by converting to a tax invoice.


Sales Orders can be used for

  • Allocating stock before invoicing
  • Customer ordering items
  • As a contract for a unit sale
  • Web orders 
  • Warranty claims
  • Lay-bys 


Allocating Stock

When a sales order is saved any stock supplied will reduce the available quantity and increase the allocated stock


Stock allocated to a sales order is counted towards your stock valuation. 


Customer Orders

Customer orders are created when saving a sales order.


You can update pricing on the sales order when receiving the customer order, and notify the customer.


Units

Units allocated on a sales order will reserve the unit under the customers name.


If the unit is in stock or the unit cannot be allocated, you are able to skip the allocation stage to add a unit to a sales order. 

EVOPOS will not allow you to convert the sales order into an invoice until the unit has been allocated.


Payments

Sales Orders can have one or more payments allocated to them.


EVOPOS will show the balance owing on the sales order and any previous payments when finalising.


EVOPOS links the Payment to the Sales Order by putting a reference in the Payment Reference field (e.g. SO:100100).


Settings

Here are some default settings to do with Sales orders:

  • Heading name for Sales Orders (Settings / System / Sales / Sales Order Heading)
  • Transaction to a Sales Order (Settings / Workstations / Default Sales Type)
  • Recall Screen mode to Sales Order (Settings / Workstations / Default Recall screen)
  • Message for Sales Order (Settings / Workstations / Default Recall screen)
  • You can change the form that is printed by selecting one of the sample forms or creating a custom one (Settings / Workstations / Print Options / Sales Order Form)  



Flow Chart

This shows a typical Sales Order Process. Note: In this example if you were to Hold items till the whole order was ready you would Special order rather than Back order. 


Creating a Sales Order

Sales Orders are created using the Sales transaction screen, when clicking Finish you can choose to save the transaction as a sales order, at which point a payment can be taken.

  1. Build a transaction in the Sales Screen
  2. Click Finish
  3. Click Sales Order from the left side menu
  4. (Optional) Take Payment
  5. Click Save


Taking a Payment

  1. Go to the Finish Screen
  2. Select Sales Order from left menu
  3. Enter Amount Paying Now
  4. Click Save


Editing a Sales Order

  1. Go to Sales transaction screen
  2. Click Recall on left menu
  3. Choose the sales order tab
  4. Double click the sales order you want to recall, or select and click OK.



Finalising a Sales Order / Converting to an Invoice

  1. Recall the sales order
  2. Select Finish
  3. Choose the invoice option
  4. EVOPOS will allocate any payments linked with the sales order
  5. Enter final balance payment if applicable
  6. Select save


Deleting a Sales Order

  1. Go to Sales transaction Screen
  2. Click Recall on left menu
  3. Choose the sales order tab
  4. Find the sales order you want to delete
  5. Click the delete option on the side menu