Sales Orders

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Accessing the Sales Order Search Screen

• Click on the 'sales orders' item from the 'sales menu'.

Important Sales Order Fields

type

status / status date / assigned oo

ready to post

order date

invoice date

required date

their po #

web/confirmation number

special instructions

printed instructions

Creating a Sales Order

• From the sales order search screen, , click the add record button source:trunk/phpbms/common/stylesheet/mozilla/image/search-toolbar-new.png located to the top left of the search result.

Choosing a client

• Start with the client AutoFill? field. As you type, it will find active clients (not prospects) who matched your typed criteria. The Search criteria follows this format:

Lastname, Firstname (Company)

-or-

Company

Client Search Examples

Lets say we type the letter 'B' in the client field.

Typing the letter 'B' will find all active clients whose last name starts with the letter 'B' or, if they do not have a last name, whose company starts with the Letter 'B'.

It will not find clients whose firstname starts with the letter 'B', or clients who have a last name that starts with the letter 'B' but whose company name starts with the letter 'B'

If you want to find clients that have the letter 'B' anywhere in any part of the first name, lastname or company name, begin your client search using the wild card character '%'.

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• After choosing a client, phpBMS will auto-populate the address. If the client is setup with order defaults, the discount, tax, shipping method, and payment method will also be set.

Adding Line Items

The line item section is where you enter products/services and quantities for the order.

• Use the part number or name AuotoFill? fields to choose a product (or leave the product blank)
• If you chose a product, phpBMS should fill in the default description (if any) in the memo field, and the default sell price for the product.
• You can change or update the memo field, the sell price, and quantity fields manually.
• The line item extended field is automatically calculated for you.
• Click the add line item button source:trunk/phpbms/common/stylesheet/mozilla/image/button-plus.png to add the line item to the order.

Adding a Service Line Item

Applying a Discount

Applying Tax

Applying Shipping

Applying Payment (non-receivable)

Applying Payment (receivable)

Final Instructions and Saving

• Click the 'save' button (located upper right and lower right.

Creating a Quote

To create a quote, follow the same procedures above for creating a sales order but make sure to set the type to 'Quote'.

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