Sales Orders (Without Calculation Worksheet)
This chapter describes how to create sales orders for service items without a calculation worksheet. It is divided into the following sections:
- Creating Sales Orders for Service Items
- Adding Costs to Sales Documents
- Adding Discounts to Sales Documents
Creating Sales Orders for Service Items
This section describes how to create a sales order for a service item without creating the document from a calculation worksheet. To do so, please proceed as follows:
Note
You can create a sales order directly from a sales quote. To do so, click on Home > Create Order in the menu bar of the corresponding sales quote and confirm the following dialog window with Yes.
- Use the quick search (ALT+Q) to find the Sales Orders page.
- To create a new sales order, click New in the menu bar.
- Select the customer for the sales order in the Customer Name field in the General FastTab.
- Select the order type in the Order Type field in the General FastTab.
- Fill in the other fields in the General FastTab as needed.
- To add a service item to the sales order, click on Functions > Add Service Item in the Lines FastTab.
- Complete the information according to the following table:
| Input field | Description |
|---|---|
| In Stock as | Select from the dropdown list which value you would like to filter by. |
| Manufacturer | Select the code of the manufacturer of the service item from the dropdown list. |
| Category | Select the category of the service item from the dropdown list. |
| Subcategory | Select the subcategory of the parent category from the dropdown-list. |
| Model | Use this field to enter the model of the service item. |
| Service Item No. | Use this field to enter the service item. If the service item has not been created in the system yet, then leave the field empty. After entering the remaining information you will be automatically forwarded to the item templates to create the item in the system. |
Note
If you enter the model name of the service item in the Model field, the Manufacturer, Category, and Subcategory fields are automatically filled in by the system. You can find more information about this in the Service Item Models section.
- Click on OK to add the service item in a new line.
Tip
If needed, you can use the personalization action menu to display the Margin % field in the Lines FastTab. The margin amount is calculated as shown in the following illustration:
You have successfully added a service item to the sales order. If needed, you can add additional costs and discounts to the sales order. To release the sales order for further processing, click on Home > Release in the menu bar.
Adding Costs to Sales Documents
Note
If a sales order is in the open status in the system for a long period of time, you can update the prices or discounts of the individual lines before posting. To do so, click on Line > Update Price in the menu bar of the Lines FastTab of an open sales order. Then, select which prices or discounts you want to update and confirm your selection with OK. The corresponding prices or discounts are updated in the lines. You can also update prices and discounts of multiple lines at the same time. Simply select all desired lines beforehand.
This chapter describes how to add costs to purchase documents without an underlying calculation worksheet: For the following description it is assumed that you have already created a sales document. Please proceed as follows to add costs to a sales order:
- Use the quick search (ALT+Q) to find the Sales Orders page.
- Navigate to the Lines FastTab and click on Functions > Add Sales Cost in the menu bar.
- The Item Charge Wizard opens.
Note
If no costs or discounts are displayed, it is possible that no item charges have been defined for this document type. You can find more information on this in the Item Charges chapter.
- Select the item charge from the list and enter the amount in the Charge Amount column.
- Confirm your entries with OK.
You have successfully added a new line including sales costs to the sales document.
Adding Discounts to Sales Documents
Note
If a sales order is in the open status in the system for a long period of time, you can update the prices or discounts of the individual lines before posting. To do so, click on Line > Update Price in the menu bar of the Lines FastTab of an open sales order. Then, select which prices or discounts you want to update and confirm your selection with OK. The corresponding prices or discounts are updated in the lines. You can also update prices and discounts of multiple lines at the same time. Simply select all desired lines beforehand.
This chapter describes how to add discounts to sales documents without an underlying calculation worksheet: For the following description it is assumed that you have already created a sales document. Please proceed as follows to add discounts to a sales order:
- Use the quick search (ALT+Q) to find the Sales Orders page.
- Navigate to the Lines FastTab and click on Functions > Add Sales Discount.
- The Item Charge Wizard opens.
Note
If no costs or discounts are displayed, it is possible that no item charges have been defined for this document type. You can find more information on this in the Item Charges chapter.
- Select the item charge from the list and enter the amount in the Charge Amount column.
- Confirm your entries with OK.
You have successfully added a new line including a sales discount to the sales document.