Add sales order

A sales order specifies a customer’s request to buy something from your company. When a customer places an order, create a sales order in Made2Manage. You can add a fresh sales order or base the new sales order on another sales order, a job order , or a quotation.

To add a fresh sales order

1. Open the Sales Orders (SO) page.

   a. Select Sales Management > Sales Transactions > Sales Orders.

   Or

   b. Search for SO or Sales Orders in the Navigation box and then select Sales Orders.

   The Sales Orders (SO) page appears.

2. On the Toolbar, click New.

3. Specify the customer information:

   You cannot select an inactive customer. A message,Cannot Create SO for an INACTIVE Customer. appears.

   a. Click the Customer Number lookup reference, and select the customer from the Lookup For Customer Number window.

   b. Click the Sold-To Address Key lookup reference, and select the sold-to address from the Lookup For Sold-To Address Key window.

   c. In the Estimator field, enter the initials of the estimator, if required.

   d. In the Salesperson Information section, specify the salesperson information:

   i. Click the Salesperson lookup reference, and select the salesperson from the Lookup For Salesperson window.

   ii. In the Commission Rate (%) box, enter the salesperson’s commission rate percentage.

   iii. Click the Distributor lookup reference, and select the distributor from the Lookup For Distributor window.

   iv. In the Coordinator box, enter the coordinator’s initials, if required.

   e. In the Order Details section, specify the order details:

   i. In the Customer PO Number field, enter the customer’s purchase order number.

   ii. Select the Proforma Invoice Required checkbox, if your company sends proforma invoices to customers to alert them to pay the deposit.

   f. Click the Shipping/Billing Address tab, and in the Shipment Details section, select the shipment details in the Ship Via and FOB lists.

   g. Click the Financial Info tab and set the financial information:

   i. In the Payment Type list, select either Cash, COD, or Terms.

   If you selected thePayment Type as Terms, click the Terms lookup reference, and select the terms from the Lookup For Terms window.

   ii. Click the Currency lookup reference, and select the customer’s currency from the Lookup For Currency window, if your company uses the multiple currency feature and the customer uses a different currency.

   If the Contract is selected on the header, it defaults to the newly added line items in theItems tab and the part number lookup is filtered based on the contract.

4. Click the User Defined tab to store other details that are not available in the other tabs.

5. On the Toolbar, click Save to save the order.

   The Items tab becomes available.

6. Click the Items tab.

   The Item Details page appears with the Item Details tab selected by default.

7. Specify the details of the first item:

   a. In the DC Facility list, select the distribution facility.

   If the Contract is selected on the header, it defaults to the newly added line items and thePart Number Lookup is filtered based on the contract.

   - If you want to add part numbers that are not on the defaulted contract, clear the Contract field from the line item and select any part/parts from all the part numbers displayed in the Part Number Lookup.

   - If you want to add part numbers that are on a different contract, select the required contract on the line item and then select the part/parts associated with the contract from the Part Number Lookup.

   b. To add a standard part, click the Part Number lookup reference, and select the part number to use from the Lookup For Part Number window.

   c. To add a non-standard part:

   i. In the Part Number box, enter the part number.

   ii. Press the Tab key.

If the starting characters of the part number entered match the starting characters of an already existing part number in theItem Master (INV), a browse window opens. If you click Cancel in the browse window or press Esc, the value entered in the Part Number field is retained, the Revision value is set to NS and the Non Standard Item checkbox is automatically selected. If the part number entered does not match any of the existing part numbers in the Item Master (INV), the value entered is retained, the Revision value is set to NS and the Non Standard Item checkbox is automatically selected.

d. In the Description field, change the part description, if required.

e. Select the Non Standard Item check box, to add a non-standard make item.

f. In the Source Facility list, select the source facility.

g. In the Quantity field, specify the number of parts. h. Specify the part’s shipping and billing information:

i. Click the Shipping/Billing Info tab.

ii. In the Delivery Commitment field, type the delivery notes.

iii. Select the Taxable checkbox if the item is taxable.

TheJurisdiction field is automatically populated with the jurisdiction under certain conditions. Refer to Identify Jurisdiction for more information.

8. On the Toolbar, click Save to save the part. ​