Create a rapid entry sales order

Create a rapid entry order

Open: Sales Order Processing > Sales Orders > Enter 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 details:

   By default supply from	If you are using multiple locations, select the warehouse you want to supply the goods from. Any goods added to the order are allocated from this warehouse. Note: You can specify a default warehouse for each Sage 200 user in the user permissions.
   Document date	Amend the order date, if necessary. Note: The order date must be earlier than the delivery dates. The delivery dates must be in the future.
   Date requested	Enter the requested delivery date or leave it blank.
   Date promised	Enter a promised delivery date or leave it blank. The promised date is required if you want to Generate purchase orders in Purchase Order Processing.

3. Add items to the order.

   Enter the Item and Quantity into the grid.

   The Unit price is taken from the Price Book.

   The Disc.% is taken from the customer account Documents tab or the customer discount group in the Price Book.

   You can change these if you have the appropriate user permissions.

   Note: The quantity will be modified if it is not an allowed amount (according to the unit's precision setting).

4. If you assign batch/serial numbers to traceable items before the order is despatched, click Amend Batch/Serial to check or change the selected batch/serial numbers.
5. To amend delivery and invoicing information or add additional charges, free text items or comments, click Full Order Entry.
6. To confirm the order, click Save.

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Useful info

About creating a rapid entry order

Rapid order entry is a quick way of entering sales orders.

Rapid orders use the default prices and discounts for the customer. You can change these if you have the appropriate user permissions.

With this type of order entry the speed of order creation is most important. Typically this will be used when you are entering data from a batch of completed order forms.

• Delivery and invoicing details.

  These are taken from the customer's account. These details are not displayed for amendment on the order. If you want to use separate delivery addresses and view discounts you should use Full Order Entry.

• Credit limit.

  This is checked as you start to create the order and when the order is saved. If the customer has exceeded their credit limit the order is put on hold. You can change this if you have the appropriate user permissions.

• Multiple locations.

  The goods can be supplied from any one warehouse. As goods are added to the order, the amount of free stock is displayed.

• Fulfilment options.

  Stock is fulfilled using the default stock fulfilment method that is set up for the stock item in the Stock Control module.

• Stock allocation.

  Stock is automatically allocated, if you have chosen to Allocate stock on order entry in the SOP settings Processing tab. The allocated quantities are not displayed and therefore cannot be changed. The quantity is highlighted if there is not enough stock to fulfil the order.

• Traceable items.

  Batch/serial numbered items may require additional processing if you have chosen to assign numbers when entering an order.

  • If have chosen to assign batch/serial numbers when allocating stock in the stock settings Options tab, the numbers are allocated automatically when entering the order.

    If required, you can change the assigned numbers when entering the order. The batch/serial numbers are printed on the picking lists if you have chosen to do so.

  • If you have chosen to assign batch/serial numbers when despatching stock in the stock settings Options tab, the required quantities are allocated from the relevant warehouse or bin, but no batch/serial numbers are assigned.

    The batch/ serial numbers are selected when the goods are confirmed as despatched.

Note: You cannot add free text items, comment lines or additional charges when using rapid order entry. You cannot record a payment with the order and you cannot view profit or discount values.

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, and 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.