How to create new SO (walkthrough to invoice)

How to create new SO (walkthrough to invoice)

From the customer page, click on Create SO [1]


Then the system will take you to a Sales Order page
Top side is called Header, bottom side is called Details

 

Make sure the desired customer information is shown in the Header section.

 

Some Terminology:

  1. Ship Date - Do Not Ship Before Date or Start Ship Date

  1. Cancel Date - Do Not Ship After Date

  1. The buyer will have the right to cancel the order if the seller does not ship before this date.

  2. The seller may ask for Extension or Extension Date

    1. Cancel Reason Date - When the Sales Order is Cancelled if it gets canceled

    1. Factor Reference Date - The Date Factory approved the Sales Order


    Now, let’s Add Style (Ctrl+A)

    You will get a new line added on Details section


    Input

    Style [1]

    Color [2]

    PrePack (if applicable) [3]

    # of P.P [4]

    You may Duplicate the same line (Ctrl+R) and then simply change the color


    Save. Now you have a S.O#

     

     

     

     

    Allocation

    Asking N41 what styles are available to ship in the sales order  

    Comparing Sales Orders with the Inventory


    Click Allocate. If you have enough inventory and are good to go, this page should pop up.

    Click Check All

     

     

     

     

    Click Select


    Then you will land on the Allocate page.

    Save [1]

    Refresh [2] or

    Open [3] and you will see Allocate # updated


     

    When Allocation is saved, it reserves the available styles in N41.

     

     

     

    Pick Ticket 

    Making a decision that you want to Ship this order.

    Also, telling the warehouse to go ahead and prepare the package for the pick ticket.

     

    Click on Pick Ticket


    Then click

    Check All [1]

    Select [2]


    You should get a pop-up like this


    Save.

     

     

     

     

    Scan & Pack

    A record of the volume and the weight of the package

    A record of the contents of the package

     

    Go to Scan & Pack by clicking

    Customers [1]

    Scan & Pack by Style/Color [2]

    New [3]

    Put in the Pick # you got from Pick Ticket Page [4]

    Save [5]

     

     

     

     

     

     

    Then Details section will populate

    Decide how many Cartons (boxes) you would like to ship for your items [1]



    In this example I will use 2 cartons

    Select the carton sizes [1]

    Put in the weight of each carton [2]

    Click on View All [3]

     

     

     

     Now we are going to allocate the items in each Carton



    Save.

    You will get a pop-up.

     

     

     



    Then you will see updated sections.

    Scan & Pack # is now populated [1]

    Bottom right you will see Ship #, right click [2] and

    Click Details [3]


    From the new tab called Sales Order Shipment, you are now able to

    Print Packing List [1]

    Save

    Click on Invoice [2]


     

    On the Invoice tab, simply click on Save. Invoice number is generated.

    Go back to Sales Order tab and refresh. Your SO is now closed.


    ​

      • Related Articles

      • How to create a “New Style”

        How to create a “New Style”. 1 1 Create a New Style. 1 2 How to add colors. 2 3 How to apply to other color. 2 4 How to duplicate a style. 3 Appendix. Column Lists on Style Master. 4 1 Create a New Style Creating this crucial list is the backbone of ...

      • Create a New Component

        How to create a “New Component”. 1 Create a New Component. 1 How to add colors. 2 How to apply to other color. 2 1. Create a New Component Go to “style” [1] Click Component “Master”[2] Click “New” [3] # and necessary information [4] – In this master, ...

      • Invoice [Cloud]

        This is where you create and process an invoice. Path: Home > Customers > Invoice Invoice List Invoice Header You can click on “Additional Information” to display the rest of the header details. Invoice Detail You can adjust the style detail layout ...

      • Auto Invoice by RTI (Ready To Invoice)

        (System Option USE_RTI = “Y”) 1. Set RTI for SO Shipment If you click “Ready To Invoice” button, Ready To Invoice window shows. When a credit card shipment is processed, the SO Shipment is set as RTI, but Invoice is not created simultaneously. ...

      • Closed / Reopen invoices

        How to edit closed invoices & How to re-open invoice Steps Go to Customers Click Invoice Click Refresh Enter Invoice Number Click OK Invoice print window will be populated Click the magnifier on Paid Amt Double Click Payment# It will open Receive ...