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Mobile Sales – Create Sales Order

Mobile Sales – Create Sales Order allows user to create a sales order to place orders from customer from the web browser

Below actions are available under Mobile Solution “Create Sales Order”:

Samooha icon2  Create new sales order; update, delete, print, and view sales order details

Note: User need to enable Cookies in their Internet Web Browser to be able to print / save the report

Sales Orders - create new

 

Field Name
Explanation
Mandatory Information
Document Date Date of the sales order Y
Document Number Number of the sales order Y
Reference Number A unique number as reference for the sales order N
Promised Date The promised date to deliver the items / articles in the sales order N
Customer Company’s customers Y
Currency Currency used by the customer Y
Payment Term Payment rules imposed by suppliers on their customers. Y
Address Delivery address for the sales order Y
Description Description N
Items/Articles – # Product Self-explanatory Y
Items/Articles – Description Description of product Y
Items/Articles – Order Qty Quantity of product ordered by customer Y
Items/Articles – Qty Quantity of product available for this sales order Y
Items/Articles – Unit Price Self-explanatory Y
Items/Articles – Discount Discount from the unit price N
Total Amount Total amount for the ordered product Y
Total – Quantity Self-explanation Y
Total – Amount Total amount of sales order before tax Y
Total – Tax Self-explanation Y
Total – Grand Total Total amount of sales order with tax Y

 

Create New Sales Order

1. Click on “Create New” button at the top of screen if the sales order form is not empty, it will open “Sales Order” with empty form

Sales Orders - create new

2. Select a customer from “Customer” list, it will fill up the customer’s info on the form

Sales Orders - customer list

3. Fill up the document information on top half of screen. Click “Save” button to save progress

4. Click “Add Item” button in the middle of the form, to add product to the sales order document, it will open “Items / Articles Form

Sales Orders - add item button

5. Select a product from “Product” list, it will fill up the product’s info on the form

Sales Orders - add item

6. Enter quantity to be ordered in “Ordered Qty” field, it will calculate the total price for the product ordered

Sales Orders - add item form

7. Optional: Select an expense type from “Expense Type” list for the product ordered

Sales Orders - add item expense type

8. Click “Save/Create” button to add more product to the sales order document. Click “Save/Close” button to add the product and go back to the sales order document

Sales Orders - added item

9. Click “Confirm” button at top of the screen to confirm the sales order document.

Note: Approval of sales order document can only be done using GOOMI application

10. Click “Generate Similar” button at top of the screen to generate new sales order document with the same information.

 

Confirm / Reopen Sales Order

1. Click on “Confirm” button at the top of screen to confirm a drafted sales order. The “Confirm” button will then be disabled to indicate the document has been confirmed.

Sales Orders - confirmed - marked

2. User may reopen a sales order if the status is “Confirmed” or “Approved”, by clicking “Reopen” button at the top of screen

Note: Approval of sales order document can only be done using GOOMI application

 

Delete Sales Order

1. Click on “Delete” button at the top of screen. If a sales order’s status is “Confirmed” or “Approved”, reopen the order first by clicking “Reopen” button at the top of screen

Sales Orders - delete

2. Click on “OK” button on the pop-up window to confirm sales order deletion

 

Print Sales Order Details (as PDF file)

1. Click on print pdf - icon button at top of screen of the selected order, it will open file dialog to save the sales order document as a pdf file

Note: User need to enable Cookies in their Internet Web Browser to be able to print / save the report

Sales Orders - print

2. Select a folder and file name to save the sales order document as pdf file

3. Open the pdf file and print

Sales Orders - printed