Differences

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

--- sales_order [2021/08/27 09:51] – [Add Sales Order] darryl
+++ sales_order [2023/06/20 08:53] (current) – external edit 127.0.0.1
@@ Line 21: / Line 21: @@
 {{ :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 Lines tab.
+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.
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 ==== 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 35: / 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.
+----