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Create a Best Sales Order for Inventory

Sales Order is a document that’s created for a Customer who wants us to sell specific Products, Units and Quantity as per his document. This is a contractual document as Customer will receive the materials based on the same. Sales Order for Inventory is a type of Order thats created by seller to meet customer needs. This section explains on how to create a Sales Order for Inventory items.

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

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

When you click on the Sales Order Option on the Sales Dashboard, it shows the screen as below. This screen helps you enter the Order ID, Customer Details, when the materials should be delivered and also the agreed Unit Price per item.

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

How to create a Sales Order and Invoice – Video Help

Sales Order for Inventory looks as below

When you select the Sales Order – Inventory menu, 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.

Details of fields and what it means are here.

Field IDField DescriptionNeeded?Field Description and how it helps?
Site IDBranch NameNoIf 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 NumberSales Order NoYesThis is the Sales Order number, a unique number to recognize the document. This is either auto generatedManually you can create.
Credit termsCredit PeriodNoSelect the Credit terms from the Dropdown.
SO DateSO creation DateYesEffective Date of transaction
SO CurrencyCurrency of DocumentYesIt is the currency used for SO Document / for Transaction. This is also called “Document Currency”.
Due DatePayment due dateYesThis is the date by which the payment has to be made.  
Customer IDCustomer IDYesIt is a unique identification number given to each Customer in ACTouch ERP
Customer NameCustomer / Party NameYesCustomer Name / Business name.
Ship ToShipping AddressYesThis is the address of the customer where the particular product has to be delivered to.
GST Number / TAX IDCustomer Tax IDNoThis gives Customer TAX NO. It’s a unique ID necessary for businesses.
PAN NumberPermanent Account NumberNoThis is the Permanent Account Number of the individual / Business.
Ship material nowMaterial to be shippedOptional Default Value = NThis tells us whether these Products to be delivered immediately or later on some date. This creates INVOICE immediately.
TCS TaxTax Collected at Source AmountDefault value = NEnable 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 referencePurchase/sales order numberNoThis is Customer’s Order Number (for reference)
Order AmountPurchase order amountNoThis is the total amount of the Customer Order (for reference)  
Order DatePurchase order dateNoThis is the Customer Order Date (for reference)
Default LocationDefault Storage locationNoThe default Materials location to Pick the Products for Sales Order.

Sales Order for Inventory – Enter the PRODUCT Master / Items to sell here with Quantity, Units and Selling Price. If you have set the Taxes in Product master, they would appear here.

Field IDField NameNeeded?Field Description and how it helps?
Product Group, Subgroup1, Subgroup2, Subgroup3.Product Group, Subgroup1, Subgroup2, Subgroup3 drop down values.NOThese are the data helps to select the right PRODUCT for the line item.   These data appears on the screen, if you enable “Product Group = Yes” in the “Sales Settings”.
Product IDProduct IDYesSelect Product ID  for Sales.
Product
Description
Product DescriptionYesIt is the description about the product.
UOMUnit Of MeasureYesUnit of Measurement of the Product. If you have an Alternate UOM, then select the same here for the Product that you are selling.
QuantityQuantity MeasureYesThis is the Selling quantity
Unit PriceUnit PriceYesIt is the Unit price of the product.
DiscountDiscount on LINE levelNoApply the PRODUCT level DISCOUNT for the Customer, if any.
Tax incl.Inclusive of TaxDefault = NoTax 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 amountTax AmountNoPlease 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.
TotalTotal AmountYesThis is the Total amount of the line item excluding TAX AMOUNT
HSN CodeHSN CodesNoHSN Codes for the Product that are provided by Government.
Bar CodesBar code NoNoBar codes helps to pick the items from master.
Line Due dateDate when the materials to be recd.NoThis is LINE specific DUE date for the item to be SOLD or RECD.

Sales Order for Inventory – Financial Details like Charges, Terms and Conditions etc.

Select the Terms and Conditions, other charges to be collected from Customer etc.

Field IDField NameNeeded?Field Description and how it helps?
Sub TotalTotal priceYesSubtotal of the Order.
Payment TypePayment (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 PaymentNoIn 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 ConditionsBusiness Terms And conditionsNoIt’s the General Terms and Conditions for the Delivery etc. If you can also make templates and use it.
Ship ModeTransport modeNoThis describes us about the type of transport for delivery. It may be by Air, Cargo, etc.
eWay Bill NoeWay Bill NoNoIf you are shipping the items, then you can enter the eWay Bill no that’s generated by Indian Govt Portal.
eWay Bill DateeWay bill DateNoDate of the eWay Bill specific to Indian Govt
MemoAdditional informationNoYou can add more Information about the Sales Order.  
Payment termsPayment termsNoThese 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 DescriptionPayment TermsNoThis is description of Payment terms.
GROSS / Cash DiscountDiscount on the total PaymentNoIt’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 taxAmount before taxYesIt’s the Total amount without Tax amount
Total taxTax amountYesIt’s the total Tax on the line items.
Round offRounded off amountNoEnter the Amount, if you want to change it. Its small amount that can be added or removed from the TOTAL AMOUNT to round-off.
  TotalTotal Amount of the Order  YesThis is the total Order amount after rounding off.

Optional fields to collect the Additional charges.

Field IDField NameNeeded?Field Description and how it helps?
Postage ChargesPostage Amount, if anyNoEnter the Amount, if you need it. (Other charges for Order). Enter the Postage charges that will be billed to the Buyer, if any.
Postage SAC CODESAC CodeNoEnter the SAC Code, if you need it.
Postage TaxPostage TaxNoSelect the Taxes, if you need it. This gives the tax levied for postage.it comes under different GST slabs for the type of product.
Packing ChargesPacking Charges, if anyNoEnter the Amount, if you need it. (Other charges for Order). This is the Charges for the product that’s billed to the buyer, if any
Packing SAC CODESAC CODENoEnter the SAC Code, if you need it.
Packing TaxTax for the ChargesNoSelect the Taxes, if you need it. This gives the total TAX on transport cost of the product.
Shipping ChargesShipping Charges, if anyNoEnter the Amount, if you need it. (Other charges for Order). This is the Shipping Charges for the product that’s billed to the buyer, if any
Shipping SAC CODEShipping SAC CODENoEnter the SAC Code, if you need it.
Shipping TaxTax for the ChargesNoSelect the Taxes, if you need it. This gives the total TAX on transport cost of the product.
Insurance ChargesInsurance Amount, if anyNoEnter the Amount, if you need it. (Other charges for Order) Enter the Insurance amount for the product to be delivered, if any
Insurance SAC CODEInsurance SAC CODENoEnter the SAC Code, if you need it.
Insurance TaxTax for the ChargesNoSelect the Taxes, if you need it. This gives the total TAX on the freight insurance amount.

Sales Order for Inventory Product details Data Upload

Few customers, who manage the Sales Orders with 100s of line items, it takes time to enter the data one by one.  In few cases, it may be easy to create these data in Excel and upload them into ERP.

We built an interface for the Data upload that’s similar to an excel screen interface.

  1. You create the product line details with necessary fields.
  2. Paste the data on the Excel Interface
  3. Click on “Validate” and this process will ensure the Accuracy of Data.
  4. If you find any errors, then fix them.
  5. Once the data is OK, press “save”.
  6. Now application will start loading the records on the SO LINE Level.

Notes: Don’t upload more than 40 records at a time. This takes around 1 to 2 min to load the data on the screen. So you can upload the data in multiple tranches

Field NameField NameNeeded?Field Description and how it helps?
ConsigneeConsigneeBy Default = NOThis is the Recipient of the Goods that are shipped. It tells whether we have a Consignee or not?
Consignee IdConsignee IDYesThis is mandatory, if you enable “Consignee = Yes” This is the identification number given to a consignee.
Consignee NameName of the ConsigneeYesConsignee Name / Business Name.
Consignee StateConsignee StateYesConsignee State and its important for Indian GST purpose.
Consignee Shipping AddressShipping address of ConsigneeYesAddress of the shipment receiver (Consignee).
Calculate Tax based on ConsigneeTax on ConsigneeBy Default = NOThis tells whether to apply the tax on the Consignee or not.

Sales Order for Inventory – Vehicle Details entry

Field NameField NameNeeded?Field Description and how it helps?
Vehicle / Courier detailsVehicle /courier detailsNoEnter Vehicle / Courier details like Transporter Name / Courier name, vehicle number, etc.
Gate pass IdGate Pass Voucher IDNoThis is the GATE Pass no that’s created in GATEPASS Module in ACTouch ERP. This helps to connect the GATE PASS Entry to the Invoice / GRN data.
Gate pass DateGate Pass DateNoDate of Gate Pass entry in ERP
Transporter NameTransporter NameNoTransporter Name / person Name
Transporter GSTNTransporter Tax IDNoTAX NO. It’s a unique ID necessary for businesses.
Vehicle No.Transporter Vehicle NumberNoEnter Transporter Vehicle Number.
Courier NameCourier Agency NameNoCourier Agency Name responsible for delivering the product to the customer or businesses.
Courier BranchCourier Branch NameNoCourier Agencies Branch
Courier DateDate of product dispatchNoDispatch Date.
Docket NumberDoc NoNoDocket Number
GC / LR Date / Ship Bill DateReceipt of the lorry  NoIt is the Date of Receipt LR No etc that’s received from the transporter.
GC / LR Number / Ship Bill NumberLorry receipt numberNoThis gives the lorry receipt from the transporting company.
Packing DateDate of packageNoDate the product was packaged.
Packing NumberPackage numberNoPackage no for reference.
Number of PackagesTotal number of packageNoTotal number of packages that’s delivered
Weight of PackagesTotal weight of the packagesNoTotal weight of the packages.
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