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Sales orders

To enter a new sales order

Open: Retail > Sales Orders > Enter New Sales Order.

1. Enter the customer account details.

   Note: If you have selected the Allow cash orders to be taken option in the SOP Settings, you must select whether the account is a customer or cash account.

2. Select a warehouse or store from the By default supply from drop-down list.
3. Click Add Multiple Items.

4. Select Show significant dimension in styles.

   The Show significant dimension in styles check box acts as a filter to make it easier for you identify which products you want to move. If you select this check box, the first dimension that was defined in the Variants tab of the Sub-class window appears as highlighted.

   Note: When you select the Show all products check box, all the products that are not associated with your selected supplier are displayed.

5. Add the product items to the Selected products window. You can either:
   • Drag an item into the Selected products table.
   • Highlight the item and then click the down arrow to move it to the Selected Products table.

   If you chose to Use multiple units on the Units of Measure tab, when you created the sub-class for this product, you can amend the Selling quantities or Selling prices of each item.

6. Enter the Quantity.
7. Click Spread if you want to order in equal quantities, For example, if you want to order 100 pairs enter 100 in the Quantity field and click Spread. This allocates 100 stock items across all of the selected products.

8. If you need your delivery of goods in specific ratios, click Quantities. The Generate Quantities window appears.

   For example, if your customer requires a delivery in proportions of 5:1, click Quantities and enter these proportions.

   • Select whether you are generating the quantities using ratios, percentages or with fixed quantities by selecting the appropriate option.
   • Enter a total quantity in the box.
   • Enter the percentage amount for every combination in the table.
   • Click OK. The Multiple Order Lines window is filled with the values calculated in the Generate Quantities window.

9. Enter the percentage discount amount in the Unit Disc (%). Click Fill to update the discount amount for all items in the Selected products list.

   To enter the percentage discount amount per unit, you must have selected Override prices and discounts on order lines in the User Permissions window of the Sales Order Processing module.

10. Enter the Requested Date and Promised Date. Click Fill to assign the selected dates to all items in the Selected products list.
11. Click OK to add all of the products as order lines on the sale order.
12. Select the Delivery & Invoicing tab and continue to enter your sales order information.

To enter delivery and invoicing information

1. From the Enter New Sales Order window, select the Delivery & Invoicing tab.
2. Enter the Delivery Address, Tax details, Invoice address, and any additional discount amounts that you want to add to the sales order.
3. Select the Payment with Order tab and continue to enter your sales order details.

To specify the type of payment

1. From the Enter New Sales Order window, select the Payment with Order tab.
2. Record your payment and invoice information.

3. Click Save to create the order in Sage 200 Accounts.

   Click Save and Generate PO to create any purchase orders specific to this sales order.

   Click Order Profit to view the estimated and realised profit level for the order as well as the profit level for individual items.

For more information about order profits, see the Sales Order Processing help.

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