Confirm the sales order
All orders are confirmed. When you choose to save the order, the order confirmation window appears. This displays the order totals and discounts.
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Order numbers
These are applied manually or automatically depending on your SOP settings Document Numbering tab.
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Order discounts
The invoice discount, if applicable, is applied from the customer's account. If the price book discount is more than the invoice discount, you can choose which one to apply.
To confirm the order
Open: Sales Order Processing > Sales Orders > Enter New Order - Full.
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To confirm the order, either:
- Click Save.
- To save your sales order and immediately generate any purchase orders attached to this order, click Save and Generate PO.
The Sales Order Confirmation window appears.
Note: Purchase order items will only appear on the purchase order if they originated from the same sales order.
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Enter or check the Order No.
- If you generate order numbers automatically and have chosen to show the order number when order confirmed, the next sales order number is allocated to the order and displayed in the Order no box when you click OK.
- If you enter order numbers manually, enter the order number for the customer in the Order no box. This must be a unique number.
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Enter the Customer order No.
This can be a reference that the customer gives you, their name, or their own order number. You can use numbers and letters.
- Click OK.
- If the order qualifies for order value discount, and the percentage value is more than the order discount percentage currently recorded, confirm that you want to apply the discount.
If the customer exceeds the credit limit, specify whether to override the credit hold or put the order on hold The 'on hold' status indicates that an account or an order has been queried. It is suspended to prevent any processing until the on hold status is removed ('off hold')., if you have the correct user permissions.
Otherwise the order is placed on hold.
- If you have entered a payment for more than the order value, you may not be able to confirm the order.
- If you are receiving or increasing an online payment for the order, the Enter Card Details window appears.
- Enter the card details.
If you reduced the value of the online payment, the system will refund the amount to the card used for the original payment.
If the order consists only of additional charges (or additional charges with free text lines, not requiring confirmation), you will be asked if you want to print the invoice immediately.
Click either Yes or No, or click Cancel if you want to go back to the order and add more items.
Note: You cannot record a payment with an order that contains only additional charges.
- The order information is stored.
If stock is to be allocated during order entry, the system will allocate the required stock.