Sales Orders > Sales Orders > Enter / Change Sales Orders / Credit Notes (option 611).
- Within the Order Details tab, complete the following information:
|| Enter the customer's code. Alternatively, press F2 > select the relevant customer.
Tip: If you need to, you can enter a new customer here. To create a new record > press F2 > Add New > enter the customer's details > Save.
| Deliver To
||Enter the delivery code. Alternatively, press F2 > select the appropriate delivery address.
Tip: If you need to, you can add a new delivery address. Press F2 > Add New > enter the appropriate address > Save.
||If you're creating a new order
Ignore this option. When you save the order, TASBooks automatically generates the order number for you.
To recall an existing order
Enter the order number here. Alternatively, press F2 > select it from the look-up list.
||Choose one of the following options:
- Sales Order.
- Credit Order.
||Enter a reference if required.
||Enter the date of this transaction.
||Enter the appropriate salesperson code, if required.
Tip: If you don't want to enter a salesperson, press the Tab key and the field completes with default information.
| Market Code
||Enter the marketing code, if required.
Tip: If you do not want to enter a marketing code, press the Tab key and the field completes with default information.
||If you're offering a discount on the whole invoice, enter the discount amount here.
Tip: You can also enter individual discounts per product line.
You're now ready to enter the individual product lines to include on the invoice.
Tip: To recall a skeleton when creating a sales order, enter # in the product code area. Then press F2 and select the required skeleton.
- On the next available line of the entry grid, enter the product's details as follows:
||Enter the product code. Alternatively, press F2 > select the relevant product.
||Enter a description if required.
||Enter the number of the orders for this product.
Tip: To enter a credit on a sales order or debit on a credit order, enter a negative value here. The total value of the order cannot be less than 0.00.
||The following options are only available if you have a licence that includes the Stock Control module.
||Enter the number of products on back order, if applicable.
||This value calculates automatically once you enter the order quantity and back order quantity fields. You can edit it, if required.
||The current selling price of this product appears here.
||Enter any discount percentage offered for this product if applicable.
||Enter a different VAT rate for the product if applicable.
||The total value of the order for this product appears here. This value excludes VAT, unless you're using the Retail VAT-inclusive price for this customer.
- Repeat step 3 for each individual product line you want to include on the invoice.
Tip: The maximum number of product lines you can add to an invoice is 99.
- To save the sales order, quotation, pro-forma invoice or credit note > Save > Yes.
- To close the Enter / Change Sales Orders / Credit Notes window > Cancel.