Create a new sales order (full order entry)

Goods created using full order entry are despatched from the warehouse with a despatch note. An invoice is generated separately.

Enter the sales order information:

• Order details.

  Use this to specify the customer account and add goods, services and cost lines to the order.

  The total order values and relevant exchange rate, if applicable, are displayed here. If required, you can change the exchange rate.

• Delivery and Invoicing details.

  These are taken from the customer's account in the Sales Ledger. If required, you can change these details on each order.

• Analysis Codes.

  Enter analysis code values for the whole sales order.

• Payment with order.

  Use this to enter a payment when the order is entered. You must have chosen to Allow payments to be recorded during invoice and full order entry in the Invoice and Order Entry tab of SOP Settings.

  You cannot enter a foreign currency payment here.

  To create immediate invoices for customers paying a deposit, select Invoice payment with order immediately.

Note: You can add memos to sales orders in the Web Portal, but these will not be visible in the Sage 200 desktop.

To create a new order (full order entry)

Open: Sales Order Processing > Sales Orders > Enter New Order - Full.