The customer's credit limit is checked as you start to create the order and when the order is saved. If the customer has exceeded their credit limit the order is placed on hold. However, if you have the correct user permissions, you can override this.
Open: Sales Order Processing > Sales Orders > Enter New Order - Full | Order Details.
Enter the order details:
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By default supply from |
If you are using multiple locations, select the warehouse you want to supply goods from by default. Note: You can specify a default warehouse for each Sage 200 user in the user permissions. Any goods added to the order are allocated from this warehouse where possible. If required, you can change the warehouse for individual items. To select the warehouse for each item, leave this blank. |
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Document date |
Amend the order date, if necessary. Note: The order date must be earlier than the delivery dates. The delivery dates must be in the future. |
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Date requested |
Enter the requested delivery date or leave it blank. |
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Date promised |
Enter a promised delivery date or leave it blank. The promised date is required if you want to Generate purchase orders in the Purchase Order Processing module. |
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Show values Show quantities |
Select how you want to display the order information; by values or by quantities. |
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Exchange rate |
If the order is for a foreign currency customer, accept or amend the exchange rate. The currency is set in the customer's account. The exchange rate is set in the Accounting System Manager. You can change the exchange rate as long as it Amendable. |
Steps in this task
Add goods and services (standard items)
Add goods and services (free text items)
Add an additional charge to the sales order
Add a comment to sales orders and returns
Other tasks
Confirm selected batch/serial numbered items
Enter the delivery and invoicing details (sales orders)
Finish creating the sales order
Reference