Exact Globe+

Overview of sales orders

Menu path

Order ➔ Entries ➔ Sales orders

Introduction

You can create or edit sales orders under E-Sales Order. Sales orders are created when orders are received from customers. On this screen, all the created sales orders are displayed, unless the sales orders are completed. From this overview, you can:

create and edit notes
view and/or add attachments to the selected sales order
view the debtor card of the customer
change the fulfillment date of the selected sales orders
create duplicate copies of sales orders
view the log based on the changes made to the selected sales order
delete the selected sales orders
create sales orders, or
modify existing sales orders.

Fields

You can filter the sales orders that you want to display by defining your 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 at Sales order, Ordered by, and other fields. From the list, make your selection and click Select.

Note: It is possible that not all columns 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 in 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, you will see the Previous and Next buttons.

Click this to return to the previous list of entries.

Click this to display the next list of entries.

Warehouse

Select the warehouse of the sales orders you want to display. You can also search All warehouses.

Note: The Warehouse box is available only if E-Warehouse Management is part of your license.

SO date

This is the sales order date. Type or select the date or date range in which the sales orders were created to search for sales orders with the selected date. By default, the All check box is selected.

Note: Typing or selecting only the start date will display sales orders that are created on or 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

Type or select the sales order to be displayed.

Ordered by

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

Advanced/Simple

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

Click Simple to hide the search criteria.

Invoice to

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

Delivery to

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

Your ref.

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

Selection code

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

Buttons

Note

Click this to type a new note or to view the notes that are recorded for the sales order. For more information, see Creating and maintaining notes.