Sales Order Services is a document that’s created for a Customer who wants us to provide specific services and a cost as per his document (Purchase Order). This is a contractual document as Customer will receive the materials based on the same. Sales Order Services is a type of Order that’s created by seller to meet customer needs. The business process and principle is reverse of Purchase Order Services.

This section explains on how to create a Sales Order Services items.

in ACTouch ERP, you can make Sales Orders for 2 main category.

1. Sales Order for Inventory
2. Sales Order Services items (Typically for Consulting Business, Services etc)

Basic Data settings to complete before you begin this operations.

Please complete the basic data settings to before start the operations. Few of these data are shown on the screen based on the settings done in Sales Settings

Video – Sales Order Services and how to create?

Create Sales Order Services in ACTouch ERP

When you select the Sales Order Services, you see the below page with details that needs to be entered. Here you would select the Customer to whom you received the Sales Order for the Purchase Order thats received from Customer. So ensure that his data and also where the materials should be delivered are right.

Note: Typically a Customer sends his Purchase Order. We create the Sales Order as an acknowledgement towards the same. Few customers also create an “Order Acknowledgement (OA)” Document for the same.

Field ID	Field Name	Mandatory?	Field Description and how it helps?
Site ID	Branch Name	No	If you are using Multiple Branches feature then this FIELD appears. Multi Branch / Sites is a feature that can help to make separate document for each SITE / Branches.
SO Number	Sales Order No	Yes	This is the Sales Order number, a unique number to recognize the document. This is either auto generatedManually you can create.
Credit terms	Credit Period	No	Select the Credit terms from the Dropdown.
SO Date	SO creation Date	Yes	Effective Date of transaction
SO Currency	Currency of Document	Yes	It is the currency used for SO Document / for Transaction. This is also called “Document Currency”.
Due Date	Payment due date	Yes	This is the date by which the payment has to be made.
Customer ID	Customer ID	Yes	It is a unique identification number given to each Customer in ACTouch ERP
Customer Name	Customer / Party Name	Yes	Customer Name / Business name.
Ship To	Shipping Address	Yes	This is the address of the customer where the particular product has to be delivered to.
GST Number / TAX ID	Customer Tax ID	No	This gives Customer TAX NO. It’s a unique ID necessary for businesses.
PAN Number	Permanent Account Number	No	This is the Permanent Account Number of the individual / Business.
Delivery Services Now?	Services to be delivered	Optional Default Value = N	This tells us whether these Services to be delivered immediately or later on some date. This creates INVOICE immediately.
TCS Tax	Tax Collected at Source Amount	Default value = N	Enable the feature, if you need it. This is the tax payable by a seller, which he collects from the buyer at the time of sale.
Order reference	Purchase/sales order number	No	This is Customer’s Order Number (for reference)
Order Amount	Purchase order amount	No	This is the total amount of the Customer Order (for reference)
Order Date	Purchase order date	No	This is the Customer Order Date (for reference)

If Consignee = Yes, then we see the below records

Consignee Details.

Field ID	Field Name	Mandatory?	Field Description and how it helps?
Consignee	Consignee	By Default = NO	This is the Recipient of the Goods that are shipped. It tells whether we have a Consignee or not?
Consignee Id	Consignee ID	Yes	This is mandatory, if you enable “Consignee = Yes” This is the identification number given to a consignee.
Consignee Name	Name of the Consignee	Yes	Consignee Name / Business Name.
Consignee State	Consignee State	Yes	Consignee State and its important for Indian GST purpose.
Consignee Shipping Address	Shipping address of Consignee	Yes	Address of the shipment receiver (Consignee).
Calculate Tax based on Consignee	Tax on Consignee	By Default = NO	This tells whether to apply the tax on the Consignee or not.

Sales Order Services – Enter the Line details.

Here we enter the Service details, to which Account the services amount to book, Amount and taxes to apply.

Sales Order Services line items details are as below

Field ID	Field Name	Mandatory?	Field Description and how it helps?
Service Description	Service Description	Yes	It is the description about the Services that’s delivered.
Service Category	Accounts to which service is booked	Yes	This is picked from Accounts master. When you select an Account, we book the service revenue to this account.
Service Price	Service Price	Yes	It is the Unit price of the Service.
Discount	Discount on LINE level	No	Apply the line level DISCOUNT for the Customer, if any.
Tax incl.	Inclusive of Tax	Default = No	Tax include – Yes or No. This feature is used for the MRP types of Products where the TAX is ADDED with UNIT price. So we should show the Basic Product Amount + Taxes Separately.
Tax amount	Tax Amount	No	Please select the TAX CODES that are RIGHT for the PRODUCT. If you have setup these data in Product Master, then ERP will pick from there directly.
Total	Total Amount	Yes	This is the Total amount of the line item excluding TAX AMOUNT
SAC Code	HSN Codes	No	HSN Codes for the Product that are provided by Government.
Payment Type	Payment (Now or later)	By default – “LATER”	It describes whether the payment will be made immediately or at a later stage. Based on the same, a Financial Voucher is made.
Any Advance?	For the Advance Payment	No	In few cases, when you make a SO, you can also receive the Advance money from Customer. ERP helps you to make an Advance Voucher as part of this.
Terms And Conditions	Business Terms And conditions	No	It’s the General Terms and Conditions for the Delivery etc. If you can also make templates and use it.
Delivery Mode	Delivery mode	No	This describes us about the type of transport for delivery. It may be by Air, Cargo, etc.
Memo	Additional information	No	You can add more Information about the Sales Order.
Payment terms	Payment terms	No	These give us the details about payment terms between the two Parties that they have agreed on. You can define multiple “Payment Terms” in Master and use them.
Payment Terms Description	Payment Terms	No	This is description of Payment terms.
Sub Total	Total price	Yes	Subtotal of the Order.
GROSS / Cash Discount	Discount on the total Payment	No	It’s the Overall discount on the Order. Two types Cash Discount – You can give the Discount in “Amount” only.Trade Discount  – You can give either in “%age“ or in “AMOUNT”
Total before tax	Amount before tax	Yes	It’s the Total amount without Tax amount
Total tax	Tax amount	Yes	It’s the total Tax on the line items.
Round off	Rounded off amount	No	Enter the Amount, if you want to change it. Its small amount that can be added or removed from the TOTAL AMOUNT to round-off.
Total	Total Amount of the Order	Yes	This is the total Order amount after rounding off.