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Create a Sales Order

Overview

Sales Orders are used to track the sales of products from customers. In the Sales Order, you can specify the Customer and the Warehouse you want the products to be shipped from. You can also generate a Sales Order document to send to the Customer for confirmation.

Create a New Sales Order

Open the App Launcher. Search for Sales Orders.

Click New to create a Sales Order.

  1. Enter the Customer's Information 

    • Once the Sell-to Customer is entered on the Sales Order, the default billing and shipping information that had been setup on the customer account will automatically be entered on the order.  This information can be changed as needed.

    • If you have a different bill-to, use the Bill-to Customer field to update the Sales Order. You can default using the Alternate Billing field on the Account page.

    • If you have a different ship-to address, use the Alternate Shipping Address field to easily update the sales order.

When searching for customers, it is possible to search only accounts that have Is Customer = true. To turn on this feature, go to Company Setup, then check Enable Customer/Vendor Filter field.

When searching for items, it is possible to search by Customer Part Numbers that are defined in the Cross References table. To turn on this feature, go to Company Setup, then check Enable Cross Reference Search field.

If the sales order is prepaid by the customer’s credit card, you can select a Prepaid payment term with the following setups to skip the cash receipt step.

  • Bypass AR = true

  • Account Undeposited Cash = a Bank GL Account

When posting the sales invoice, GoldFinch will automatically debit Account Undeposited Cash and credit Sales. When you receive the credit card statement, you can reconcile the Bank GL Account and transfer fund to your regular operating bank account.

  1. Enter the Line Information 

    • Click Add Lines to create lines where the item information will be held.

    • Enter the Item, Quantity, and Unit of Measure being ordered.  The default information for the item will automatically be entered. This information can be changed as needed.

    • GoldFinch will evaluate the Unit Price, and Line Discounts based on the Customer, Order Date, Item, Item Category, Unit of Measure, and Quantity defined.  Read Sales Prices and Sales Discounts for more information. 

    • Total amount will update as each line is entered. 

  2. When complete, select Save

    • When saving the Sales Order, GoldFinch will automatically allocate the inventory on the Sales Lines based on the Item, Unit of Measure, and Warehouse defined.  

    • After the inventory has been updated with additional material, you can the Allocate button to update the allocated inventory. 

Note: if you do not want to allocate the inventory for this specific order, put a check in the Do Not Allocate field.  Read Sales Orders Allocation to learn more.

If you have items that are for consumption only and not for sale, you can check the Non-Sellable field on the item card to exclude them from searching.

Sales Tax Setup

Review Sales Tax V1 for proper sales tax configurations.

Print Confirmation

Select Print Confirmation to print or the Sales Order Confirmation document from the saved Sales Order. 

Example of Sales Order PDF:

Email Confirmation

Read Electronic Document Management for more information.

More Information

How to Edit PDFs such as Sales Orders, Sales Invoice, Purchase Order, and Packing List documents?

There is Plenty of Inventory to Allocate but the System Only Allocates Some.

To see more records in the typeahead lookup page, read Lookup Page Configurations

                            

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