How to use SO Manager

How to use SO Manager

- You can manage customer’s sales order process from Sales Order to Pick Ticket in one screen.

- SO Manager displays 4 sections

· Customer List: Upper left corner. It will display customers who have open Sales Orders only.

· Open Sales Order: Upper right corner. It will display Open/Hold Sales Orders with no Allocation nor Pick Ticket.

· Open Allocation: Lower left corner. It will display Open Allocation with no Pick Ticket

· Open Pick Ticket: Lower right corner. It will display Open Pick Ticket

- Most of functions available on existing separate windows of Customer Master, Sales Order, Allocation, and Pick Ticket are available here.



1. Navigate to “SO Manager”

1.1 Go to “Customers”

1.2 Click “SO Manager”

1.3 Each window has User Setting, Extend, and Shrink button.

 Expend: Expend window

                            Shrink: Shrink window
                            User Setting” for Filter and Layout

1.4 You can click “Picture & Digital Asset” to see selected style’s picture on the right panel


2. “Customer list” section

This customer list has most of the functions of customer master. If you are not familiar with existing Customer Master screen, please refer “How to use Customer Master” first.

Type the customer you are looking for in search box and press Enter key or click “Refresh” button.

You can click “Refresh” button without typing any letter to bring up all the customers who have Open/Hold Sales Order.

You can click the customer and the other 3 windows information will be populated for the customer you selected.


 New customer: Create new customer
 Create SO: Create new sales order
 Customer Memo: Create customer memo if necessary
 Register Credit Card: it opens “Credit Card Management”
 Customer So Detail: it opens “Sales Order Detail List by Customer” window

3. Open sales order section

The list of Open/Hold Sales Order for the selected customer with no Allocation nor Pick Ticket.

The selected customer’s Allocation and Pick Ticket are displayed on lower windows.

This list has many of the functions of Sales Order. If you are not familiar with existing Sales Order function, please refer “How to use Sales Order” first.


 Create New SO with combining selected Sales Orders: Create new sales order with combining selected sales orders, it combines multiple sales orders into one new sales order.

- check your sales orders what you want to combine, and click the button.

 Close Transactions: Close SO, Allocation, Pick Ticket

- check transactions that you want to close or cancel, and click the button.

  Print

   Print Line Sheet
 Allocate

- Check sales orders

  Pick Ticket: You can create “Pick Ticket” the SO directly by clicking the pick ticket button
 Select All button: Check all by clicking the “CHK” button

- You can select all or multiple sales orders to allocate, create pick-ticket by clicking “Chk” button. also you can un-check by clicking “Chk” again.  

 Select All button for cancel or close.

4. Open Allocation Section

The list of Open Allocation the selected customer with no Pick Ticket.

This list has many of the functions of Allocation. If you are not familiar with existing Allocation functions, please refer “How to use Allocation” first.


 Create New So combining selected Allocations : Create new sales order combining selected allocation

- check multiple allocation and click the button. 

 Close transactions: Close SO, Allocation, Pick Ticket

- check transactions that you want to close or cancel, and click the button. 

 Print
Print Line Sheet
 E-mail: e-mail to the customers that their products are ready to ship out.

 E-mail template Body: create e-mail template body
 Create Pick Ticket with Allocation: Create pick ticket with allocation.
 Select All button: Check all by clicking the “CHK” button

- You can select all or multiple allocations to create pick-ticket by clicking “Chk” button. also you can un-check by clicking “Chk” again.  

 Select All button for cancel or close.

5. Open “Pick Ticket” Section

The list of Open Pick Ticket for the selected customer.

This list has many of the functions of Pick Ticket. If you are not familiar with existing Pick Ticket functions, please refer “How to use Pick Ticket” first.

Main Functions;


 Close transactions: Close SO, Allocation, Pick Ticket.

- check transactions that you want to close or cancel, and click the button.

 New Pick Ticket: create new pick ticket by allocate.
 New Pick Ticket: create new pick ticket by Sales order.
 Pre-Authorization: pre-authorization for credit card.
 Get tracking number and ship: generate UPS label and create shipment.