Enter rapid sales orders

Find this screen

Open: Sales Orders > Sales Orders > Enter New Order - Rapid.

Open: Sales Order List > New Order Rapid.

How to

Enter a rapid sales order

Open: Sales Orders > Sales Orders > Enter New Order - Rapid.

Open: Sales Order List > New Order Rapid.

1. Select the customer that you want to enter an order for.

   Note: If customer alerts have been set up for this customer account and document type, they'll be displayed before you continue. To view the alert messages again, click the alert icon next to the customer account. See Customer alerts.

2. Enter the order dates.

   The promised date is required if you want to create a purchase order from the sales order (back to back order).

3. Enter a Customer order no if required.

4. Choose the warehouse you want to supply the goods from.

   All goods added to the order are allocated from this warehouse. You can specify a default warehouse for each Sage 200 user in the user permissions.

5. Add items to the order:

   1. Click in the list and choose an item. The VAT rate is set on the item and can't be changed here.
   2. Enter the Quantity.

   3. Change the price and discount if required.

      The price and discount are set on the customer's account. You can change these if you have the correct user permissions.

6. To confirm the order, click Save.
7. To change to the Full order entry - if you need to change the delivery address for example, click Full Order Entry.

Amend sales orders

What you can amend in a sales order depends on how complete the order is and on your user permissions. You can't change the order number.

Open: Sales Orders > Sales Orders > Amend Order.

Watch a video

Correcting order processing mistakes (video)

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Useful info

About rapid sales orders

Use rapid sales orders for entering a batch of sales orders quickly, when you're selling standard items only (you can't add free text, items, comment lines or additional charges). You can't record payment with the order or view profit or discount values using this method.

If you need the extra options available when you enter a full sales order, you can convert a rapid order to a full order by selecting Full Order Entry on the rapid entry screen.

Things to consider

• Delivery address and invoicing details (order discount, settlement discount, analysis codes).

  These are taken from the customer's account and can't be amended on the order.

• Credit limit.

  This is the same as using a full order. The credit limit is checked when create the order and when it's saved. If the customer has exceeded their credit limit the order is put on hold. If you have the correct permissions you can override this.

• Prices and line discounts.

  These are taken from the customer's account. You can override these if you have the correct permissions.

• Warehouse.

  Only items stored in the same warehouse can be added to an order.

• Stock Allocation.

  Stock is automatically allocated regardless of the stock level.

Use Invoice Payments

Sage Invoice Payments is a great way for your customers to pay you online, quickly and easily.

Use Sage Invoice Payments to request payments from your customers, using the payment providers Stripe, PayPal, or GoCardless.

You generate invoices with a Pay Now button, then email the invoices to your customers. Your customers then select the Pay Now button to pay the invoice using the payment provider that you've chosen.

After your customer pays the invoice, the transactions can be downloaded and posted in Sage 200.

Invoice Payments integrates seamlessly with Sage 200, making it easier for your customers to pay you, and easier for you to process those payments.

• Select Invoice Payments to get started.

  This button is not displayed if you've already set up Invoice Payments.

  Note: You can only set up Invoice Payments if you have permission to access Cash Book Settings.

See Take payments using Invoice Payments.