The sales order and sales order quotations Details tab

Solution Properties

Solution ID:

200427112419825

Last Modified Date:

Tue Nov 22 15:09:35 UTC 2022

Taxonomy Path:

Case category//How do I...//processing

Author:

[email protected]

The sales order and sales order quotations Details tab

Description

TIP: For more information about creating invoices, credits, sales orders and quotations - Read more >

Below is the information you can enter on the Details tab of a sales order or sales order quotation:

Details tab

This tab is used to enter key information such as the tax point date, the customer account reference and any customer order numbers. This is also where you enter details of the products and services being sold.

Type	Select the type of sales order you want to create: Sales Order Proforma SOP
Date	Enter the tax point date of the order.
A/C	Enter the customer account reference for the sales order.
Order No.	When you create a new sales order, ‹Autonumber› appears in this box . Order numbers are assigned when the order has been saved. If you want to edit an existing order, or create a new order with your own number, enter the number here. If you've selected to Lock Autonumber within Invoice and Order Defaults, you can't change this.
Invoice Ref	When you update the sales order to an invoice, the last invoice number relating to the sales order appears here.
Expiry	This field is available on quotations only and is where you can enter the date the quote expires. Once the Expiry date passes, the status of the quote automatically changes to Expired.
Item No.	This shows the number of the item that's currently highlighted. For example, if there are ten item lines and the cursor is on the second line, this box shows 2 of 10.
Rate	If you're working with foreign currencies, a Rate box appears in this window. This displays the current exchange rate to be used for this transaction. You can edit this exchange rate here, if required.

Editing an item line

When you add a product or service onto the order or quotation, to access the Edit Item Line window select the item then press F3. Alternatively, click the arrow in the Description column.

Product Code	This box automatically displays the product you've chosen. The drop-down list shows the product code, name and free stock available.
Description	The description from the product record appears here.
Units	Enter the unit type here. For example, you may sell items by sheet or by roll.
Description and Details	You can enter any additional comments you may have regarding product items here.
Order Reference	Enter a reference for the order. When you complete the order, this reference transfers to the item line of the product invoice. This information is used exclusively by the Transaction e-Mail option.
Order Line Reference	This shows the item's position on the order and can't be changed. This information is used exclusively by the Transaction e-Mail option.
Quantity	Enter the quantity of the selected product that you want to add to the order.
Unit Price	The sales price taken from the product record appears here.
Discount %	This box displays the total percentage of discount taken from the supplier record. This can be changed but any changes made here don't save back to the customer record. To view a breakdown of how this discount is made up, click Discounts.
Discount	This shows the value of the discount the customer will receive.
Net	This box displays the net value for the current item. It's calculated by multiplying the quantity by the net unit price, including any discounts. You can't amend this value.
VAT	This box shows the amount of VAT calculated for this item according to the tax code being used.
Nominal	This is the sales nominal code taken from the product record.
Tax Code	This is the default tax code for the product.
Department	This is the default department for the product.
Line Information	Enter any additional information about the item line in this box.
Item Status	This section shows the allocated, despatched and delivered status of the item you're viewing. The Intrastat reference also appears here, if applicable.

[BCB:62:F1 Help Centre promo:ECB] [BCB:21:Support message - Sage Q&A Live:ECB]