Sales order items

1. Click Add or Edit.

   The Add New Sales Order Item or Edit Sales Order Item window appears.

2. If you are adding an item, specify the item code and name. Codes and names can contain numbers and letters.

   A sales order item must have its own unique code that is not already used for another sales order item or stock item.

   A sales order item may also have its own name.

   If you are amending an item, you cannot amend the item code.

3. Enter a price in the Price box. This amount must be in your base currency, and must be a value greater or equal to zero. You can use up to five decimal places.

   Note: The ability to change item prices on orders is governed by user privileges. If you are going to restrict who can and who cannot amend prices on order entry you must ensure the price entered on the sales order product item is correct. Other users may not be able to change it on the order.

4. Enter the notional cost by entering an amount in base currency (this is the cost of the item you incur and is used to calculate the sales profit made on the item). The notional cost is not displayed during order entry.

5. Select the tax rate to be used for the item using the list.

   This is used to display the most likely tax or VAT rate for the sales order product item. The tax rate set for the item is offered when recording orders. The tax code can be overridden for the item as the order is recorded.

6. If you are adding an item, specify if the item requires despatch processing, using the Item requires despatch check box.

   Once an order has been recorded for a sales order product item, the invoice is immediately available for print. This can mean invoices are sent to customers before the goods or services are supplied.

   To stop this you can set the item to require despatch processing and the system marks the order as Pending Despatch. Until the order is marked as despatched using the despatch routine the invoice will not be available for print.

   If you decide not to set the item for despatch, it may be prudent to record such orders for the item once you know the goods or services have been supplied.

   If you are amending an item, you cannot change the Item requires despatch setting.

7. Specify the nominal account to be used for the revenue postings from the item, using the list.

   This is the profit and loss nominal account used to post the value of stock when sold. This is the nominal account you would expect to use in most instances to post the values to in the Nominal Ledger. Once set, the system displays the default nominal accounts during order entry. It can be overridden as you record an order, provided the allow amendment of nominal codes setting has been selected in the SOP settings Order Entry tab.

8. Specify the extended description of the item.

   This is optional and can be used to describe an item in detail. This description can be used on order and invoice documentation and is particularly useful if you intend to create stock information for a website.

9. Specify whether you want the extended description to be used on Sales Order Processing documentation or not, using the check box.
10. Click OK to save the item.

Note: You cannot delete a sales order item associated with an outstanding sales order.

1. Select the Sales Order item that you want to remove, and click Delete.
2. Confirm that you want to delete the item.