IdealWare Online Users Manual

SP2-06-01 S/P PROCESSING
31553 Sales Order Entry, Overview

 

PURPOSE

 

The sales order entry program is used to create and process sales. It includes many sophisticated features and allows you to create the following types of orders.

 

SALE (WITH PAYMENT)

 

Order where payment is typically accepted at the point of sale for purchased merchandise.

 

REFUND

 

Order where payment refund is typically given to a customer at the point of sale for returned merchandise.

 

ON ACCOUNT SALE

 

Order where a customer account is debited for purchased merchandise.

 

ON ACCOUNT CREDIT

 

Order where a customer account is credited for returned merchandise.

 

TRANSFER SALE

 

Order recording merchandise transferred from one store to another store.

 

TRANSFER CREDIT

 

Order recording merchandise returned from one store to another store.

 

QUOTATION

 

Order that includes merchandise that was quoted to a customer. Quotations can be subsequently converted into invoices or contract pricing.

 

SPECIAL ORDER

 

Order associated with a purchase order to a specific supplier for the items included in the order.

 

The components of Sale Order Entry processing are as follows.

 

INITIALIZATION

 

Used to start a sale. See 31554 - SALES ORDER ENTRY, ORDER INITIALIZATION.

 

HEADER ENTRY

 

Used to enter the main header information regarding the sale. See 31556 - SALES ORDER ENTRY, HEADER ENTRY.


DETAIL ENTRY

 

Used to enter product detail information into the sale. See 31558 - SALES ORDER ENTRY, DETAIL ENTRY.

 

PAYMENT PROCESSING (if required)

 

Used to accept payment for a sale. See 31561 - SALES ORDER ENTRY, PAYMENT PROCESSING.

 

DOCUMENT PRINTING

 

Used to print various documents for the sale. See 31562 - SALES ORDER ENTRY, DOCUMENT PRINTING.

 

ORDER COMPLETION

 

Used to complete an order and make it selectable for the order register & update program. 31563 - SALES ORDER ENTRY, ORDER COMPLETION.

 

ORDER REGISTER & UPDATE

 

Used to update orders to accounts receivable, inventory, general ledger and invoice history. See 31572 - ORDER REGISTER & UPDATE.

 

INVOICE PRINTING

 

Used to perform invoice printing runs for account orders. See 31550 - INVOICE PRINTING.