The Sales Order and Sales Return daybook has three menus, Entry, Daybook and Process
Entry
- Refresh – Refresh the daybook to see new transactions, and updates you and your colleagues have made.
- Print – Print a confirmation of the selected document.
- Check – Checks the entry details to make sure the correct Status is applied.
- Dispute – Selects or clears the selected documents as disputed.
- Add – Create a new sales order or sales return.
- Hold – Selects or clears the selected documents as on hold.
- Void – Void a transaction.
Daybook
- Hide completed
- All
- 7 days or older
- 14 days or older
- 1 month or older
- Report
Process
- Deliver – Deliver the entry where stock is allocated.
- Check – Checks the entry details to make sure the correct Status is applied.
- Back-to-back – Back-to-back the sales order/return to a purchase order/return.
- Order-pad – Creates a copy of the document as an order-pad.
- Reprice – Reprice the document.
- Reverse – Create the reverse entry type of the entry, i.e. if you reverse a sales order, you create a sales return.
- Copy – Creates a copy of the selected document.
- Invoice – Invoice all delivered/confirmed lines on the selected document.
- Allocate – Allocate available stock against the transaction's detail lines.
- Force – Reserves all lines on the entry, even if there is no stock.
- Convert movement – converts the entry to a movement.
See Also
