How to create a Sales Order in SIMS
- Go to : Main > Sales Order
- Press the
Button to create a new Sales Order
- Insert the Client (Client list can be found through Support > Clients)
- Sales Person (Sales Person list can be found through Support > Sales Persons)
- Delivery Address ( Delivery Addresses can be added from Support > Client Additional > Delivery Addresses)
- Locality ( Locality can be added from Support > Customers Additional > Localities)
- Deliv./Pick up (Select either Delivery or Pickup)
- Delivery Date
- Delivery Time
- Int. Ref
- Client Ref
- Delivery Types ( Delivery Type can be set up from: (Support > Sales Orders > Delivery Types)
- Default Disc. Rate (You can either select a Discount Rate or Discount Amount directly)
- Discount Amount
Once all the details are filled up press 
to proceed.
Press 
to start adding the Stock Card.
Press ? on your keyboard to bring up the full list of your stock cards
Depending on your SIMS settings, make sure to fill in the following information:
- Qty Order
- Unit Price (If you have the permission to change the price manually)
- Disc%
- Vat Code
- Free Qty (If there are any Free Quantities included within this Sales Order)
- Analysis (To assign an Analysis code for this specific Sales Order Item)
Once all your stock cards are assigned on this Sales order, press Commit*
Next: to convert the Sales order to an official Invoice
Select Details Tab
And press the 
button (convert Sales Order to an Invoice)
Should the user needs to issue a Credit Note to reverse the Invoice you can do so from
Invoice Issued Tab > Reverse Button
* Pressing the Commit Button, will automatically update the 'Committed' field of all the stock cards on the Sales Order.
* Useful buttons
Printer: you can print the Sales Order
MP: Pressing the Manual Price will automatically calculate the Vat Amount.
On S/O: Will show all Sales Orders pending of that selected Stock Card
I : Allows you to Import the same Stock Items from another Sales Order automatically.
SP: Allows you to change the Selling Price of that Stock Card (If you have the permission)
L : Allows you to the quantity location available of the selected stock card
R: To add Remarks on that particular Sales Order
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