Differences

This shows you the differences between two versions of the page.

--- sales_order [2021/08/27 08:46] – darryl
+++ sales_order [2023/06/20 08:53] (current) – external edit 127.0.0.1
@@ Line 1: / Line 1: @@
 ====== Sales Order ======
-The Sales order screen is used to display past, present and upcoming sales orders for the business. The sales or section is located under the stock drop down menu on the left of the screen.
+The Sales Order screen is used to manage the sale of Parts within Call2Field. These are often used where there has been a sale of goods but no Engineer attendance required, or for a walk-in sale etc.
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+==== Sales Order List ====
+The List view of Sales Orders will show all records within your system, and can be filtered to find the record(s) you're looking for.
+{{ :salesorderlist.png?800 |}}
-==== Sales Order List ====
+You can click the 'Add Sales Order' button at the top to create a new record, or double click a line to load an existing record.
-From here you can sort the displayed data by their respective columns, if you wish to find a specific site’s sale order, simply click the “Ship site Number” search bar and enter the specific site number you wish to see you can do this for any of the filter options at the tops of each column).
+----
-''Insert Image Here''
+==== Add Sales Order ====
-To view the details on a sales order, simply double click on the sales order you wish to view/modify, a screen will open that displays the details of the order such as the customers number, the shipping site’s information as well as the order date and ETA date.
+To Add a Sales Order, click the Add button on the top left of the list view, or click the '+' icon on the Nav-Bar next to the Sales Order option. Once the Add screen opens, you can start to populate it.
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+{{ :salesorderadd.png?800 |}}
+You can either add lines on this screen, or once you've saved your record you can add lines under the [[Sales Order#Sales Order Lines|Sales Order Lines]] tab.
+----
 ==== View/Edit ====
-After saving or loading a sales order record, you'll have the ability to make changes to it if needed.
-''Insert Image Here''
+After saving or loading a Sales Order, you can view or make changes on screen.
-There are tabs located at the top of the sales order screen, these tabs link to other records such as "Sales Order Lines" that show you the parts you have on order. you can edit any of the fields on the Sales order, after editing them be sure to click the "save" button at the top right of the window to save the changes.
+{{ :salesordermodify.png?800 |}}
+There is a strip across the top of this page which will give you some financial figures, generated by the Sales Order Lines. These can be edited and adjusted under their respective tab.
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@@ Line 29: / Line 36: @@
 ==== Sales Order Lines ====
-The Sales order Line Tab is where you view, add and edit the parts that are being ordered. The totals are displayed at the top of screen, they update automatically depending on the parts that are added.
+The Sales order Line Tab is where you view, add and edit the parts on your Sales Order. The totals are displayed at the top of screen, they update automatically depending on the parts that are added.
-''Insert Image Here''
+{{ :salesorderlinetab.png?800 |}}
+Click 'Add New Line' to add extra parts, or click the pencil icon on a line to edit it. Adding a new line will open a pop-up window.
+{{ :salesorderlineadd.png?400 |}}
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 ==== Sales order Shipping ====
+The Sales Order Shipping tab will show each line, and whether or not it has been dispatched to the customer. Click the pencil icon to edit a line and update the quantity that have been dispatched.
+{{ :salesordershippingtab.png?800 |}}
+Clicking the pencil icon will open a pop-up window for your chosen line
+{{ :salesorderlineshipping.png?400 |}}
+Update your Quantity to Ship and then click the tick icon. Once a line has been completed, the icon on the right of the line will reflect this.
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 ==== Attachments ====
 The Attachments tab is used to store files against a record. Many screens have an attachments tab, but all function in the same way.
-To add a new Attachment, click the 'Add Attachment' button or drag & drop your file onto the yellow box. You can then view and download these whenever you need to.
+{{ ::attachments_list.png?nolink&800 |}}
+To add a new Attachment, click the 'Add Attachment' button or drag & drop your file onto the yellow box.
+You can then view and download these whenever you need to using the eye and download buttons on the record.
+To Edit an attachment, click on the pencil icon on the left of the list. This will open up the edit window where you can re-upload it, change the description or change it's privacy settings.
+{{ :attachment_add.png?nolink&600 |}}
+Public and Private attachments are visible or invisible to Mobile users respectively.
+----