Sales Order:
The sales order is a confirmation document sent to the customer before delivering products or services ERP Gold sales order is simple and user-friendly you just have to select customer, product, quantity, rate, and amount. The payment method and shipping method will depend on your agreement with the customer after entering all the required details you can save your order.
Step 1. From the left menu by clicking on Sales then "Customer Center" Open to the new page and click the 'Transaction' tab then it will show the 'sales Order' option.
Step 2. Users click the 'Customer Center' then opens a new screen and clicks the "Transaction" tab it will show the "Sales Order" option.
1.Add Order: Users can create a new "Sale Order" by clicking on this button.
2.Export to Excel: Users click the 'Export To Excel', the button we have the excel file downloaded.
3.Export to PDF: Users click the 'Export To PDF', the button we have the excel file downloaded.
4.Txn Number: The transaction ID is a way of control that can be used to control the sale, location of a particular transaction or, in the case of the cash register, to check the correct register when searching.
5.Date: This column will show the proposal Date of the "Sale Order".
6.Due Date: This column will show the "Due Date" of the "Sale Order".
7.Total Amount: This column will display "Total Amount" of the "Sales Order".
8.Edit: Users click the 'Edit' button then we have a new screen open that we can update the existing record.
Step 3. Once you are on the Sales Order page click on the Blue button that says “Add Order”.
Users click the 'Add Order' button a new form window will open where you have to enter your Sales Order details.
1.Customer: From this drop-down list users can select the customer.
2.Ship to: From this drop-down list users can select the contact to whom the product will be shipped.
3.Date: From this field, the user can select the date of the sales order.
4.Billing Address: Users can write the billing address of the customer in this field.
5.Shipping Address: Users can enter the shipping address of the customer where products will be shipped.
6.Due Date: Users can enter the due date for the customer in this field.
7.PO Number: Users can enter the 'PO number' in this field. A purchase order number is a unique number assigned to a purchase order form. The purchase orders detail the products or services a business wishes to receive from a particular vendor (or supplier). The purchase order number will be referenced throughout the transaction process by both buyer and seller.
8.Payment Term: From this drop-down list users can select the "Payment Term" of the Sales Order. Payment terms provide clear details about the expected payment on a sale. Often payment terms are included on an invoice and specify how much time the buyer has to make a payment on the purchase.
9.Payment Method: From this drop-down list users can select the payment method through which customers will pay the sales order it can be check or cash.
10.Shipping Method: Users can select the shipping method through which products will be shipped.
11.Sales Rep: Users can select their sales representative from this drop-down list. Sales representatives are the principal point of contact between a business and its customers. Sales reps ensure current customers have the right products and services, identify new markets and customer leads, and pitch prospective customers.
12.Site/Location: Users can choose one of the 'Site/Location' in this dropdown.
13.Ship Date: Users can select the "Ship Date" in this date format. Ship date is the date that the order is shipped from the seller or warehouse to the customer. For example, if you offer 2-day shipping, then it's expected that when the package leaves your warehouse, it will arrive at your customer's location two days later.
14.Required Date: Users can select the "Required Date" on this date format.
15.Item: This column will display products for which you are generating a Sales Order.
16.Description: If users want to enter a product/item description then it will be entered in this field.
17.QTY: Users can enter the Quantity Number of the product in this field.
18.Rate: Users can enter the Rate of a single quantity of a product in this field.
19.Amount: This field can show the total amount of a product.
20.Delete: This button will delete a product from the list users can select multiple products by ticking the box on the left side.
21.Add More: This button will add more products to the Sales Order.
22. Sub Total: This field will show the subtotal amount of all the products that are in your Sales Order.
23.Shipping Charges: Users can enter the "Shipping Charges" in this field.
24.Others: Users can enter "Other Charges" in this field.
25.Discount Percentage: Users can enter the "Discount Percentage" in this field. A percentage discount is a discount that is given to a product or service that is given as an amount per hundred. For example, a percentage discount of 20% would mean that an item that originally cost $100 would now cost $80.
26.Discount Amount: Users can enter the "Discount Amount" in this field. The discount amount is either a specific dollar amount or a percentage that will be taken of an item. This value displays in the discount box on the sales invoice window. A sale discount always overrides all prices and discount levels.
27.Total: This field will show the total amount of all the products that are in your Sales Order.
28.Customer Message: If users want to display a message on Sales Order then it will be entered in this field.
30.Memo: If users want to write a Memo for Sales Order then it will be entered in this field.
31.Save & Continue: Users click the 'Save & Continue' then save the record and show the edit screen of that record.
Step 4. Users click the 'Edit' button then we have a new screen open that we can update the existing record.
1.Create Invoice: Users click on the Invoice button or the Sales Order is converted into a Sales Invoice, we create an invoice from that order.
2.Create Purchase Order: Users click on the "Create Purchase Order" button to the Sales Order is converted to the "Purchase Order", we create a purchase order from that sales order.
3.Copy: Users click the "Copy" button then it will create a duplicate to the Corresponding screen.
4.Delete: User click the "Delete" button then you can see the original entry will not appear . Any customer invoices or estimates and vendor invoices that are deleted will appear in your lists as long as you keep the Delete status selected.
5.Print Button: Users click the "print" button then opens a new window where you can "Download" or "Print" Corresponding slip.
6.Print Picking: Users click the "Print Picking" button then opens a new window where you can "Download" or "Print" Corresponding slip.
7.Send Email: Users click the 'Send Email' button, a popup screen opens next to us in which we can see the format of the email.
8.Upload Button: Users click the "Upload" button then it will upload images in this field.
Step 5. Users click on the Invoice button or the Sales Order is converted into a Sales Invoice, we create an invoice from that order.
1.Customer: From this drop-down list users can select the customer.
2. Ship to: From this drop-down list users can select the contact to whom the product will be shipped.
3.Date: From this field, users can select the date of the sales invoice.
4.Billing Address: Users can write the billing address of the customer in this field.
5.Shipping Address: Users can enter the shipping address of the customer where products will be shipped.
6.Due Date: Users can enter the due date of the customer in this field.
7.PO Number: Purchase Order number is a unique number assigned to the purchase order form. The purchase order details the products or services a business wishes to receive from a particular vendor (or supplier). The purchase order number will be referenced throughout the transaction process by both buyer and seller.
8. Payment Term: Provide clear details about the expected payment on a sale. Often, payment terms are included on an invoice and specify how much time the buyer has to make a payment on the purchase.
9.Payment Method: From this drop-down list users can select the payment method through which customers will pay the sales order it can be check or cash.
10.Shipping Method: Users can select the shipping method through which products will be shipped.
11.Sales Rep: Users can select their sales representative from this drop-down list.
12.Site/Location: Users can choose one of the 'Location' in this dropdown.
13.Ship Date: Users can select the "Ship Date" in this field.
14.Required Date: Users can select the "Required Date" in this field.
15.Item: This column will display products for which you are generating a Sales invoice.
16.Description: Users want to enter product/item description then it will be entered in this field.
17.QTY: Users can enter the Quantity Number of the product in this field.
18.Rate: Users can enter the Rate of a single quantity of a product in this field.
19.Amount: This field can show the total amount of a product.
20. Delete: This button will delete a product from the list users can select multiple products by ticking the box on the left side.
21. Add More: This button will add more products to the Sales invoice.
22. Sub Total: This field will show subtotal amount of all the products that are in your Sales Order.
23.Shipping Charges: The Shipping charge is the cost used to ship items to a buyer.
24.Others: Users can enter "Other charges" in this field.
25.Discount Percentage: Percentage discount is a discount that is given to a product or service that is given as an amount per hundred. For example, a percentage discount of 20% would mean that an item that originally cost $100 would now cost $80.
26.Discount Amount: The discount amount is either a specific dollar amount or a percentage that will be taken of an item.This value displays in the discount box on the sales invoice window. A sale discount always overrides all prices and discount levels.
27.Total: This field will show the total amount of all the products that are in your Sales invoice.
28.Customer Message: If users want to display a message on Sales Order then it will be entered in this field.
29.Memo: If users want to write a Memo for Sales Order then it will be entered in this field.
30. Save & Continue: Users click the 'Save & Continue' then save the record and show the edit screen of that record.
Step 6. Users click the 'Save & Continue' then save the record and show the edit screen of that record.
1.Customer: Users can choose one of the 'Customer' in this dropdown.
2. Ship to: From this drop-down list users can select the contact to whom the product will be shipped.
3.Date: From this field, Users can select the date of the sales invoice.
4.Txn Number: The transaction is a special set of numbers that defines each transaction. The transaction ID is always unique, which means that there are no transaction IDS that are the same.
5.Billing Address: Users can write the billing address of the customer in this field.
6.Shipping Address: Users can enter the shipping address of the customer where products will be shipped.
7.Due Date: Users can enter the due date of the customer in this field.
8.PO Number: Purchase Order number is a unique number assigned to the purchase order form. The purchase order details the products or services a business wishes to receive from a particular vendor (or supplier). The purchase order number will be referenced throughout the transaction process by both buyer and seller.
9. Payment Term: Provide clear details about the expected payment on a sale. Often, payment terms are included on an invoice and specify how much time the buyer has to make a payment on the purchase.
10.Payment Method: From this drop-down list users can select the payment method through which customers will pay the sales order it can be check or cash.
11.Shipping Method: Users can select the shipping method through which products will be shipped.
12.Sales Rep: Users can select their sales representative from this drop-down list.
13.Site/Location: Users can choose one of the 'Site/Location' in this dropdown.
14.Ship Date: Ship date is the date that the order is shipped from the seller or warehouse to the customer.
15.Required Date: Users can select the "Required Date" in this field.
16.Item: This column can display products for which you are generating a Sales Order.
17.Description: Users want to enter a product/item description then it will be entered in this field.
18.QTY: Users can enter the Quantity Number of the product in this field.
19.Rate: Users can enter the Rate of a single quantity of a product in this field.
20.Amount: This field can show the total amount of a product.
21. Delete: This button will delete a product from the list users can select multiple products by ticking the box on the left side.
22. Add More: This button will add more products to the Sales invoice.
23. Sub Total: This field can show the subtotal amount of all the products that are in your Sales invoice. A subtotal is a figure that is the result of adding some numbers together but is not the final total.
24.Shipping Charges: Users can enter the "Shipping Charges" in this field. The shipping charges are the cost used to ship items to a buyer.
25.Others: Users can enter "Other charges" in this field.
26.Discount Percentage: Users can enter the "Discount Percentage" in this field. A percentage discount is a discount that is given to a product or service that is given as an amount per hundred. For example, a percentage discount of 20% would mean that an item that originally cost $100 would now cost $80.
27.Discount Amount: Users can enter the "Discount Amount" in this field. The discount amount is either a specific dollar amount or a percentage that will be taken of an item. This value displays in the discount box on the sales invoice window. A sale discount always overrides all prices and discount levels.
28.Total: This field will show the total amount of all the products that are in your Sales Order.
29.Balance: Balance is the difference between the sum of debit entries and the sum of credit entries entered into an account during a financial period.
30.Customer Message: Users want to display a message on the Sales invoice then it can be entered in this field.
31.Memo: Users want to write a Memo for a Sales invoice then it can be entered in this field.
32.Save & Close: If you click "Save and Exit", then it will redirect to the list page of the Customer Center screen.
33. Save & Continue: Users click the 'Save & Continue' then save the record and show the edit screen of that record.
34. Print: User click the "print" button then opens a new window where you can "Download" or "Print" Corresponding slip.
35. Packing Slip: Users click the "Packing Slip" button then opens a new window where you can "Download" or "Print" the corresponding slip.
36.Shipper Print: Users click the "Shipper Print" button then opens a new window where you can "Download" or "Print" the corresponding Shipper Print slip.
37.Receipts / Credits: No Work.
38. Delete: Users click the "Delete" button then you can see the original entry will not appear in your activity by account report but will show in the modified transactions report. Any customer invoices or estimates and vendor invoices that are deleted will appear in your lists as long as you keep the Delete status selected.
39.Void: Users click the "Void" button then you can see the original entry will still appear in your activity by account report, and an additional reversing entry will be posted and shown as voided. Any invoices or payments that are voided will also show a status of voided.
40.Return: Users click the "Return" button then it will return the items.
41.Copy: Users click the "Copy" button then it will create a duplicate to the Corresponding screen.
42. Send Email: Users click the 'Send Email' button, a popup screen opens next to us in which we can see the format of the email.
When we click the Email button, a popup screen opens next to us in which we can see the format of the email
43.Fulfillment: When Item is Serialized then it will show to the "Fulfillment" Button on the Invoice screen.
44.Shipment Tracking: You track shipments to know exactly where the shipments are, both physically and within the system. This information enables you to report on the products as it travels to customers.
45.Tracking Number: Tracking numbers are numbers assigned to packages when they are shipped. Tracking numbers are useful for knowing the location of time-sensitive deliveries. It is a unique ID number or code assigned to a package or parcel. The tracking number is typically printed on the shipping label as a bar code can be scanned by anyone with a bar code reader or smartphone.
46.Carrier Name: Users can enter the "Carrier Name " in this column.
47.Tracking status: Users can see the "Tracking status" in this column.
48.Status: Users can see the "Status" in this column.
49.Date Time Created:
50.Type:
51.Upload File: Users click the "Upload" button then upload the image in this field.
Step 7. Users click the "print" button then opens a new window where you can "Download" or "Print" Corresponding slip.
Step 8. Users click the "Packing Slip" button then open a new window where you can "Download" or "Print" the corresponding slip.
Step 9. Users click the "Shipper Print" button then open a new window where you can "Download" or "Print" corresponding "Shipper Print" Report.
Step 10. Users click on the "Create Purchase Order" button to the Sales Order is converted to the "Purchase Order", we create a purchase order from that sales order.
Follow the instructions given below to create a Purchase Order.
1.Select Check Box: Users select the item check box, we should make a purchase order for this item.
2.Item code: Users can see the "Item Code" in this field.
3.Preferred Vendor: Users can see the "Preferred Vendor" in this field. preferred vendor is an industry title to describe a partnership between one vendor and another. Most wedding venues will have preferred vendors for your flowers, DJ, and caterer, to name a few. The title signifies that they trust these specific vendors and know they will do a good job.
4.On Hand: Users can see the "Quantity On Hand" in this field. On Hand is how many are currently stocked. Available is On Hand minus quantities reserved across Acctivate for various open transactions such as sales orders, assemblies, and transfers.
5.QTY: Users can see the Total "QTY" of items in this field.
6.Create Purchase Order: Users click on the "Create Purchase Order" button to the Sales Order is converted to the "Purchase Order", we create a purchase order from that sales order.
Step 11. Users select an item and click on the purchase order button, we are taken to the purchase order screen where we can create a purchase order.
1.Vendor: Users can choose one of the 'Vendor' in this dropdown.
2.Drop to: Users click the dropdown and select the "Recipient".
3.Document Date: Users will select the Purchase Order Document Date from this field.
4.Shipping Method: Users will select the Shipping Method from this drop-down list.
5.Payment Term: From this drop-down list users can select the "Payment Term" of the Sales Order. Payment terms provide clear details about the expected payment on a sale. Often payment terms are included on an invoice and specify how much time the buyer has to make a payment on the purchase.
6.Due Date: Users can select the "Due Date" in this field.
7.PO Status: Users can see the status of 'PO status' from this Dropdown that opened and closed.
8.Mailing Address: Users can show the Mailing Address of the Vendor.
9.Shipping Address: Users can show the Shipping Address of the Customer.
10.Site/Location: Users can choose one of the "Site/Location" in this dropdown.
11.Work Order Number: Users can enter the "Work Order Number" in this field. A work order is usually a task or a job for a customer, that can be scheduled or assigned to someone. Such an order may be from a customer request or created internally within the organization. Work orders may also be created as follow-ups to inspections or audits.
12.Item: This column will display products for which you are generating a Sales Order.
13.Description: This column will have a Description field where users can write some description of the Item.
14.QTY: Users can enter the Quantity of Items in this field.
15.Rate: Users can write the Rate of a single quantity of an Item in this field.
16.Amount: Users can show the total amount of an item.
17.Customer: Users can choose one of the customers in this dropdown.
18.Add More: Users can add more items to the Purchase Order list.
19.Memo: Users can write a Memo for this transaction in this field.
20.Sub Total: Users can show the subtotal of all the items.
21.Total: Users can show the total of all the items.
22.Vendor Message: Users can enter Vendor Message in this field.
23.Save & Exit: If you click "Save and Exit", then redirect to the list page of Purchase Order.
24.Save & Continue: If you click "Save and Continue", then it will show you the continue that you saved.
Step 12. Users click the 'Save & Continue' then save the record and show the edit screen of that record.
1.Receive Item: Users clicks on the Receive inventory button, then the purchase order screen converted to the received inventory screen. You can receive inventory with or without a bill after you record a purchase order. Recording the inventory received and the corresponding bill, if given, updates the quantity on hand for each item and the payable to the vendor.
2.Receipts: Users can click the "Receipts" button then open a pop-up to show "Receipt" information. Completing a sales receipt is similar to filling out an invoice or purchase order. However, when you create a sales receipt in ERP Gold, you are recording the payment at the same time.
3.Print: Users can click the "print" button then opens a new window where you can "Download" or "Print" Corresponding report.
4.Delete: Users can click the "Delete" button then deleted the create screen.
5.Copy: Users click the "Copy" button then it will create a duplicate to the Corresponding screen.
6.Send Email: Users click the 'Send Email' button, a popup screen opens next to us in which we can see the format of the email.
7.Upload file: Users click the "Upload" button then it will upload the image in this field.
Step 13. Users click the Receive item button, a new screen opens in which we receive our items.
1.Receipt /Receipt & Bill: From this drop-down list users can create Received Inventory record for Received Item only or if the bill is generated then for Received Item & Bill.
2.Document Date: Users will select the document date of this transaction from this field.
3.Reference Number: Users can write a Reference number for this transaction in this field. A reference number is a unique identifier assigned to any financial transaction including those made using a credit or debit card.
4.Txn Number: This field can show the transaction number of the Receive Inventory which will be auto-generated by the system. The transaction is a special set of numbers that defines each transaction. The transaction ID is always unique, which means that there are no transaction IDS that are the same.
5.Vendor: Users can choose one of the 'Vendor' in this dropdown. A vendor, also known as a supplier, is an individual or company that sells goods or services to someone else in economic production.
6.Purchase Order: Users can select the Purchase Order for which you are receiving inventory. It tells some vendor that you want to purchase some item. In fact, a purchase order is a contract to purchase. ERP Gold that you want to create a purchase order by choosing vendors.
7.Site/Location: Users can choose one of the 'Location' in this dropdown. Sites can be an actual warehouse with different addresses, like Mobile stores, staging areas, or any other locations, large or small where you want to track inventory quantities.
8.Bill Received: If users have received the bill then tick this check box.
9.Mailing Address: This field will display the mailing address of the vendor.
10.Memo: Users will enter a Memo for the transaction in this field.
=>Expense: This button will show a record for user accounts where the transaction amount will be saved.
=>Inventory: This button will show items which you are receiving in this transaction.
11.Account: This column will show list of accounts in which you want to save your transaction amount.
12.Amount: This column will show expense amount of the account.
13.Memo: This column will have fields for every account users can write Memo in it.
14.Customer: Users will select the customer from this drop down list.
15.Billable: If item is billable then check this tick box.
16.Delete: This button will delete the selected account.
17. Add More: This button will Add More accounts to the list.
18.Expense Amount: This field will show Total Expense Amount of accounts.
19.Total: This field will show total amount of the item.
20. Bill Due: This field will show Bill Due to the item.
21.Save & Exit: If you click "Save and Exist", then it will redirect to list page of Customer Center.
22. Save & Continue: If you click "Save & Continue", then it will show you changes that you saved.
23.Save & Create New: If you click "Save & Create New", then is will redirect to create screen of Receive Inventory after saving record.
24.Transaction List: User click "Transaction List" button then it will open new screen to Received item.
Receive Inventory (Inventory Button)
This button will show item options for the received inventory.
1.Item Code: Users can select the received inventory item from this column drop-down list.
2.Description: Users can write descriptions of items in this field.
3.QTY: Users can enter the quantity of items in this field.
4.Bal QTY: This column can show the total available quantity of the item.
5.Rate: Users can enter the rate of a single quantity of an item in this field.
6.Amount: This field can show the total amount of all quantities of an item.
7.Customer: Users can select the customer from this list.
8.Billable: Users can check this tick box if the item is billable.
9.Delete: This button can delete items from the list.
10.L / Cost Button:
11.Landed Cost: This field can show the "landed cost" of an item.
12.Item Amount: This field can show the "Item amount" of an item.
13.Total: This field can show the "Total amount" including expenses and item.
14.Bill Due: This field can show the "Bill Due" of the item.
15.Save & Exit: If you click "Save and Exit", then it will redirect to the list page of Customer Center.
16.Save & Continue: If you click "Save & Continue", then it will show you changes that you saved.
17.Save & Create New: If you click "Save & Create New", then redirect to the create a screen of Receive Inventory after saving record.
18.Transaction List: Users click the "Transaction List" button than open a new screen to Received item information.
14.Users click the "Transaction List" button than open a new screen to Received item information.
1.Receive Item: Users click the "Receive Item" button than open a new screen to Add "Receive Inventory" information.
2.Search Field: Users can search "Vendor Name or Transaction Number" in this search bar.
3.Txn Number: Users can see the "Txn Number" in this field.
4.Type: Users can see the "Type" of the item in this field.
5.Vendor Name: Users can see "Vendor Name" in this field.
6.PO Number: Users can see "PO Number" in this field.
7.Doc Date: Users can see the "Doc Date" of the item in this field.
8.Due Date: Users can see the "Due Date" of the item in this field.
9.Total Amount: Users can see the "Total Amount" of the item in this field.
10.Amount Due: Users can see the "Amount Due" of items in this field.
11.Next Page Button: Move to next page.