Exact Globe+

Overview of sales orders to be printed and processed

Menu path

Order ➔ Entries ➔ Print / Process

Introduction

The Print / Process screen displays an overview of the sales orders which are ready to be printed and processed. Printed sales orders are used as delivery notes for the customers who placed the sales orders to verify that the items ordered are registered correctly. You can also send the delivery notes to the customers by e-mail. Furthermore, invoices can be generated and printed for the unfulfilled sales orders. From this overview, you can:

create and edit notes,
view or add attachment to the sales orders,
view the log based on the changes made to the sales orders,
change the fulfillment date of the sales orders,
print delivery notes, and/or generate and process invoices for sales orders, or
view sales orders.

However, delivery notes can only be printed after the sales orders are authorized, unless authorization is made optional at System ➔ General ➔ Settings, under Order settings, whereby the Sales order check box under the Authorize section is not selected.

Note: Only printing and processing of sales orders will be mentioned in this document. For more information on how to print and process return to merchant authorization (RMA) orders, see Overview of Return to Merchant Authorization (RMA) orders to be printed and processed.

What version are you using?

The information in this document is applicable to product update 394 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I view or edit sales orders?

Select Sales order under the Selection section.
Define the relevant criteria.
Click Search.
Select the required sales order.
Click Open. For more information, see Creating and maintaining sales orders.

How do I create or edit notes related to sales orders?

Select Sales order under the Selection section.
Define the relevant criteria.
Click Search.
Select the required sales order.
Click Note. For more information, see Creating and maintaining notes.

How do I display or add attachments to sales orders?

Select Sales order under the Selection section.
Define the relevant criteria.
Click Search.
Select the required sales order.
Click Attachment. For more information, see Viewing attached documents.

How do I view the history of changes made to sales orders?

Select Sales order under the Selection section.
Define the relevant criteria.
Click Search.
Select the required sales order.
Click Logbook. For more information, see Viewing logbooks of orders and quotations.

Keep in mind: This button is displayed only if you have selected the Logbook check box under the Entry section in the Order settings screen at System ➔ General ➔ Settings. To view information in logbooks, the function right View logbook information right is required.

How do I change the fulfillment dates of sales orders?

Select Sales order under the Selection section.
Define the relevant criteria.
Click Search.
Select the required sales order.
Click Change. For more information, see Changing fulfillment and receiving date for orders.

How do I print delivery notes, and/or generate and process invoices for sales orders?

Select Sales order under the Selection section.
Define the relevant criteria.
Click Search.
Select the required sales order(s).
Click Print. For more information, see Generating and printing invoices for sales orders and service orders.

Fields

You can filter the sales orders that you want to display by defining one or more of the following search criteria and clicking Search. The sales orders that match the search criteria you have defined are then displayed. A list of options will be displayed if you click the Browse button in the Sales order box, Ordered by box, and other boxes. From the list, make your selection click Select.

Note: It is possible that not all columns in this example are displayed. You can add or delete columns as required. For more information, see Inserting and deleting columns.

Search

Click this to search for entries based on the defined criteria.

Clear

Click this to clear the defined criteria.

Number of rows

Type the number of rows to be displayed for each screen. If you have set the default number of rows to 10, then 10 rows will be displayed. Therefore, if you have more than 10 rows listed, the Previous and Next buttons become available.

Click this to return to the previous screen of entries.

Click this to display the next screen of entries.

Warehouse

Select the warehouse of the sales orders you want to display. By default, the option All is selected to display sales orders belonging to all warehouses.

Note: This box is available only if you have E-Warehouse Management included in your license.

Selection section

Sales order

Select Sales order if you want only sales orders to be displayed in the overview.

RMA order

Select RMA order if you want only RMA orders to be displayed in the overview. If you select RMA order, RMA order date and RMA order become available instead of Sales order date and Sales order as the search criteria. For more information, see Overview of Return to Merchant Authorization (RMA) orders to be printed and processed.

SO date

SO date refers to the sales order date. Type or select the start date and end date to display sales orders that are created within that period. By default, the All check box is selected. This means sales orders that are created on any date will be displayed.

Note: Typing or selecting only the start date will display sales orders that are created on and after the selected date. Typing or selecting only the end date will display sales orders that are created on and before the selected date.

Sales order

Select the sales order that you want to print.

Ordered by

Type or select the ID or name of the debtor who placed the sales order to search for sales orders with the selected debtor.

Advanced/Simple

Click Advanced to expand the search criteria. Invoice to, Delivery to, Your ref., and Selection code will be displayed.

Click Simple to hide the search criteria.

Invoice to

Type or select the ID or name of the debtor who will be receiving the invoice to search for sales orders with the selected debtor.

Delivery to

Type or select the ID or name of the debtor who will be receiving the items to search for sales orders with the selected debtor.

Your ref.

Type the debtor’s reference number to search for sales orders with the reference number.

Selection code

Type or select the selection code of the sales order to search for sales orders with the selection code.

Note: The selection code of the sales orders depends on the Selection code defined in the sales order conditions screen (go to Order ➔ Entries ➔ Sales orders, select the relevant sales order, click Open, and then click Conditions), under the Analytical group section. You can also define selection codes at System ➔ Logistics ➔ Selection codes.

Fulfilment

Select the delivery status of the items in the sales order. Select Completed to display sales orders that are completed (all the items in the sales order are delivered but the invoice is not generated yet), select Partial to display sales orders that are partially completed (some of the items in the sales order are pending delivery), or select All to display all sales orders.

Fulfilment date

Type or select the start date and end date to display sales order lines with fulfillment dates recorded within the period range. By default, the All check box is selected to display all sales order lines with fulfillment created on any date.

When you define this field and click Print, the values in this field will be automatically filled at Fulfilment date under the Invoice data section in the Print: Sales orders screen. This enables you to generate and print invoices for order lines with specific fulfillment dates. For more information, see Generating and printing invoices for sales orders and service orders.

Note: Typing or selecting only the start date will display sales order lines with fulfillment created on and after the selected date. Typing or selecting only the end date will display sales order lines with fulfillment created on and before the selected date.

Shipping manifest

Select Partial or Completed to filter orders linked to shipping methods with the Use shipping manifest attribute, that have been partially or completely shipped, respectively. For more information, see Creating and maintaining shipping methods. If you select All, you can filter orders that have been both partially and completely shipped. By default, Completed is displayed. The information is mandatory.

Note: This check box is available only if you have the SE1343 – E-Shipping Manifest Integration and SE1200 – E-Order licenses.

Overview of sales orders to be printed and processed

Menu path

Introduction

What version are you using?

How do I view or edit sales orders?

How do I create or edit notes related to sales orders?

How do I display or add attachments to sales orders?

How do I view the history of changes made to sales orders?

How do I change the fulfillment dates of sales orders?

How do I print delivery notes, and/or generate and process invoices for sales orders?

Fields

Search

Clear

Number of rows

Previous

Next

Warehouse

Selection section

Sales order

RMA order

SO date

Sales order

Ordered by

Advanced/Simple

Invoice to

Delivery to

Your ref.

Selection code

Fulfilment

Fulfilment date

Shipping manifest

Buttons

Note

Attachment

Change

Logbook

Print

Open

Close

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