Enter the sales order details

The customer's credit limit 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. However, if you have the correct user permissions, you can override this.

To enter the order details

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

1. Select the customer account:

   • If the order is for a customer account, select the customer.
   • If you have chosen to allow cash orders to be taken in the SOP settings Default Accounts tab, specify whether you want to enter customer details, or select the cash account.

   Note: If 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. 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 goods from by default. Note: You can specify a default warehouse for each Sage 200 user in the user permissions. Any goods added to the order are allocated from this warehouse where possible. If required, you can change the warehouse for individual items. To select the warehouse for each item, leave this blank.
   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 delivery date requested by the customer, or leave the date blank. If you change the date, you can choose to update all existing items in the order with the new date (in Sage 200 Professional version 2024 R2 onwards).
   Date promised	Enter the delivery date you have promised to the customer, or leave the date blank. If you change the date, you can choose to update all existing items in the order with the new date (in Sage 200 Professional version 2024 R2 onwards). The promised date is required if you want to Generate purchase orders in Purchase Order Processing.
   Show values Show quantities	Select how you want to display the order information; by values or by quantities.
   Exchange rate	If the order is for a foreign currency customer, accept or amend the exchange rate. The currency is set in the customer's account. The exchange rate is set in Accounting System Manager. You can change the exchange rate as long as it Amendable.

3. To add goods, service and costs to the order, click Add items. You can:
   • Add standard items.
   • Add free text items.
   • Add additional charges.
   • Add comments.

4. Click Suggested Items to see the customer's preferred items, and items that they've frequently or regularly ordered.

   Note: Suggested Items will only be available if you've enabled suggested items in SOP Settings. See Sales Assistance (SOP settings / Invoice and order settings).

Useful info

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.