SIMS: How to create a Sales Order

How to create a Sales Order in SIMS

  1. Go to : Main > Sales Order
  2. Press the  Button to create a new Sales Order
    1. Insert the Client (Client list can be found through Support > Clients)
    2. Sales Person (Sales Person list can be found through Support > Sales Persons)
    3. Delivery Address ( Delivery Addresses can be added from Support > Client Additional > Delivery Addresses)
    4. Locality ( Locality can be added from Support > Customers Additional > Localities)
    5. Deliv./Pick up (Select either Delivery or Pickup)
    6. Delivery Date
    7. Delivery Time
    8. Int. Ref
    9. Client Ref
    10. Delivery Types ( Delivery Type can be set up from: (Support > Sales Orders > Delivery Types)
    11. Default Disc. Rate (You can either select a Discount Rate or Discount Amount directly)
    12. 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:
  1. Qty Order
  2. Unit Price (If you have the permission to change the price manually)
  3. Disc%
  4. Vat Code
  5. Free Qty (If there are any Free Quantities included within this Sales Order)
  6. 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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