Sales Orders

The Upsilon Sales Orders option allows you to produce and manage sales orders for your customer base. The module includes options to analyse sales orders by analysis code, allocate stock to selected sales orders, produce delivery notes and is backed by fully featured reporting options.

For help on the sales order option grid, header form or items form click the respective tab pages below.

Sales Orders DataGrid
Sales Orders Header Form
Sales Orders Items Form

The Upsilon Sales Orders DataGrid allows you to browse, filter and sort the orders that you have created within the Upsilon Sales Orders module.

TIP: Clicking the pencil icon will launch the header form in edit mode for the selected record.

NOTE: Sales Orders are displayed in different colours dependant upon the despatch status of each order. Orders which have a despatch status of NONE are displayed in black. Orders which have a despatch status of PART are displayed in amber. HELD orders are displayed in purple. Order with a despatch status of CANCEL are displayed in purple. Finally, orders which have been fully despatched and have a despatch status of COMPLETE are displayed in green.

Toolbar

Toolbar Item	Description
	The Quick Search option can be used to quickly filter the grid. NOTE: Fields searched by the Quick Search option are Document Number, Account Reference, Company Name and Customer Order Number.
	Add New record.
	The search button can be used if a more detailed search is required. Using this option the grid can be filtered by any value in any field.
	The Export button is used to export the grid records to an external, downloadable data file. Supported file formats are MS Excel, CSV and XML. At time of export there are also options to specify which columns are included in the exported data along with other file type specific options.
	The Settings button can be used to customise the column layout of the grid by adding or subtracting grid columns. The status of the grid can also be saved so that the required grid status can be loaded again at a later time.
	Refresh the grid.
	Calls context sensitive help system.

The Upsilon Sales Order Header form allows you to edit and save the selected Sales Order record.

Toolbar

Toolbar Item	Description
	Add new record. NOTE: When in Add mode the form toolbar buttons will be replaced with Add and Cancel buttons. Add will add the new record and Cancel will return the form to Edit mode.
	Save the form.

	Print	Print Sales Order Confirmation.
	Delivery Notes	Allows you to view and issue new delivery notes.
	Allocate	Allocate available stock to all items on this order.
	Un-Allocate	Un-Allocate stock to all items on this order.
	Put On Hold	Place order ON-HOLD.
	Despatch	Despatch delivery notes.
	Amend Despatch	Amend despatch of delivery notes.
	Duplicate	Duplicate this Sales Order.
	Convert To Works Order	Convert this Sales Order to a Works Order. NOTE: Only items which have Bill of Materials components defined in the Products option can be converted to a Works Order.

	Call the context sensitive help system.
	Return to calling grid.

Items Toolbar

TIP: Clicking the pencil icon will launch the items form in edit mode for the selected item record.

Toolbar Item	Description.
	Add new item record. NOTE: When in Add mode the form toolbar buttons will be replaced with Add and Cancel buttons. Add will add the new record and Cancel will return the form to Edit mode.

Mandatory Fields

Field Name	Notes
Account Reference	Lookup from the Customers option. The Account Reference field Is editable only upon adding new records.
Document Date	Must be a valid date.
Customer Order Number	Field must be populated with the customers order reference number.

Tab Pages

Tab Name	Description
Sales Order	The sales order tab is where the key information relating to the current order is entered, such as the customer account reference, document date, customer order number and so on.
Customer Details	The customer details tab contains the contact information for the current quotation and is copied from the customers option at the time the account reference field is populated. Details can be edited if required.
Delivery Address	The delivery address tab allows you to edit the delivery address for the current quotation. If the selected customer has no delivery addresses defined the address details from the customer details tab will be used.
Carriage	The Carriage tab allows you to enter a carriage value and tax code for the selected quotation.
Notes	The Notes tab allows you to enter any notes relating to the current quotation. NOTE: Maximum 255 characters.
Status	The Status tab displays read-only information relating to the status of the Sales Order.

The Upsilon Sales Order Items form allows you to edit, save or delete the selected order item record.

Toolbar

Toolbar Item	Description
	Add new record. NOTE: When in Add mode the form toolbar buttons will be replaced with Add and Cancel buttons. Add will add the new record and Cancel will return the form to Edit mode or back to the quotation header dependant upon which add item button was clicked.
	Save the form.
	Delete the current record. NOTE: The system will not allow deletion of a Sales Order Item if the order has been cancelled, if there is a despatch quantity, if there is an allocation quantity or if there is a quantity of items printed.
	Call the context sensitive help system.
	Return to calling form.

Mandatory Fields

Field Name	Notes
Product Code	The Product Code field Is editable only upon adding new records. NOTE: The product code field is not available if Free Text is set to yes.

Tab Pages

Tab Name	Description
Sales Order Item	The Sales Order Item tab is where key information relating to the selected order item is entered such as product details, pricing and discount percentage.
Unit Of Sale	The unit of sale tab allows you to select a unit of sale for the selected product. Units of sale are defined in the Products option.
Tax Code	The tax code tab allows you to select a tax code to apply to the current quotation item.
Item Status	The Status tab displays read-only information relating to the status of the Sales Order Item.