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Main Menu > Sales Order Enquiry Main Menu > Sales Ordering > Sales Order Enquiry |
The Sales Order Enquiry program allows users to view existing Sales Orders and quotes. To create, edit and delete Sales Orders and quotes, please refer to Creating & Maintaining Sales Orders & Quotes.
Sales Order Enquiry Screen
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When an existing Sales Order number is entered into the Order No field, the details of the sales order including customer details will be displayed. |
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Messages - Allows users to view a list of messages attached to the Sales Order
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Deliveries - Allows users to view a list of delivery dockets, manifests and proof of deliveries if part or all of the order has already been shipped. Please refer to Delivery Dockets, Manifests & PODs for more information. |
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Picking History - Allows users to view a list of the picking history.
View Pick Slip - Allows users to view the PDF of the Picking Slip View Pick Run - Allows users to view the PDF of the Picking Run |
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Pre-Payments - Allows users to see pre-payments applied to a Sales Order, and also the invoice/s that have taken up the pre-payment.
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Audit Trail - Allows users to view the Audit Trail for the Sales Order
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Displays a list of the product lines on the sales order. When a product line is double clicked, a pop up box will display more detail of the product line. Please refer to Sales Order Enquiry - Line Detail for more information. |
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Print Order - Allows users to print the Sales Order in various formats (Sales Order (Internal Copy), Order Confirmation, Proforma Invoice, Delivery Note, Delivery Note (POD), Quotation, Work Order, Picking List (Ad Hoc), Package Label, Package Label (A4)) to either the screen or printer
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Notes & Attachments - Allows users to view any Notes & Attachments that may be attached to the Sales Order. Please refer to Debtors Notes & Attachments for more information. |
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Global Customer Enquiry - Navigates users to the Global Customer Enquiry screen |
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Jump To (F8) - 1. Sales Order/Quote Maintenance - Allows users to maintain/edit the sales order 2. Copy to New Sales Order/Quote - Allows users to create a copy of the sales order to either the same customer or another customer, the same warehouse or another warehouse. Please refer to New from Existing Sales Order/Quote for more information. 3. Invoice/Confirm Sales Order - Allows users to confirm and invoice the sales order. Please refer to Manually Invoice Sales Order for more information. 4. Split Sales Order/Quote - Allows users to split the sales order/quote onto a new sales order/quote. Please refer to Split a Sales Order/Quote for more information. 5. Enter POS Payment/Refund - Allows users to enter a payment/refund for the selected sales order. Where the sales order is part paid, users will receive the below pop up message asking if they wish to process a payment or refund.
Where a sales order is fully paid users will be navigated to the Point of Sale - Receive Payment screen to issue a refund or where no payment has been applied to the selected sales order to take payment. Please refer to POS - Customer Payment/Refund for more information. 6. Send Order Collection SMS - Allows users to send a SMS to the customer notifying them that their sales order is ready for pick-up/collection. Please refer to Send Order Collection SMS for more information. |
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Navigates users to the Quick Attach File to Debtors Account screen to attach files to the sales order. Please refer to Quick Attach Files to Debtor Account for more information. |
Sales Order Enquiry - Line Detail
When a product line within the Sales Order Enquiry screen is double clicked the below pop up screen will be displayed.
 Sales Order Enquiry - Line Detail Screen
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When selecting to send a SMS for sales order collection BBS will scan the sales order, associated web order, or the customer/delivery address details for a valid mobile phone number in the following order: 1.Sales Order Delivery Address and Delivery Contact 2.Web Order Delivery Phone Number (if applicable) 3.Delivery Address Phone Number 4.Web Order Billing Address Phone Number 5.Customer ‘Mobile Phone’ Number 6.Customer ‘Sales Phone’ Number The first valid mobile phone number found is selected for the SMS message.
The default ‘Sales Order Collection’ message template is then selected and populated with the data. users can alter the message before sending:
Users can define their own templates if required so alternate messages can be selected. Please refer to BBS System Lists Maintenance for more information.
When a SMS is sent, it is logged in the Sales Order Audit Trail as well as the Document Processing Audit Trail. |
