Sales Orders are used to record that a Customer has ordered but not yet received particular items. For example, a Customer requests an Inventory item that is not currently in stock. A Sales Order is entered to indicate the item will be held for the Customer when it is received. When the Customer pays for and receives the item, the Order is converted to a Sales Invoice. (See the Special Order and Service Order Transaction Types in this section to learn about similar Transaction Types and their intended usage).
The Sales Orders Transaction Type may be disabled but cannot be renamed. By default, Sales Orders automatically converts to Sales Invoices when items are shipped. Sales Orders may be set to manually convert to other Transaction Types by changing the Manual Conversion To: setting in the Save Parameters.
When Sales Orders are saved, the Quantity On Hand (QOH) on Inventory records is reduced and the Quantity Allocated and Total Sold are increased by the same amount. Total Purchased is updated on Customer records.
In-store credit (On Account) payments are not allowed on Sales Orders by default. A deposit or minimum payment may be required, as determined by the Min Payment setting. Sales Orders always use the current date for calculating sales tax.
Setup Screen Default Settings - Setting / Default / Status:
Enabled / ON / May be changed
Name / Sales Order / Permanent
Menu Name / Sales &Order / May be changed
Short Name / Order / Permanent
Abbreviation / ORD / May be changed
Description / For items ordered but not yet shipped / May be changed
Next Number From / Sales Invoice / May be changed
Data File / KSTR####.DAT / May be changed
Save Payments To This File / OFF / May be changed
Directory / OFF / May be changed
GL Payment Posting / Order Deposits / May be changed
Hot Key / [Ctrl]+[O] / May be changed
Security Levels /see Default Sales Transactions Security Levels
Entry Parameter Default Settings - Setting / Default / Status:
Qty Only / ON - Qty / May be changed
OnOrd/Ship / ON - OnOrd Ship / May be changed
TotQ/TShip / ON - TotQty TotShp / May be changed
List/MrkDn / OFF - Mark-Down / May be changed
Cost Profit / OFF - Profit / May be changed
Default Mode / OnOrder/QtyToShip / May be changed
OnOrd To Shipped / Never / May be changed
OnOrd/Ship - Display Ship Totals / ON / May be changed
Auto-Fill Shipped Qty On New Lines / ON / May be changed
Auto-Fill Shipped Qty On New Edit / OFF / May be changed
Detail Box / Item Qty Detail / May be changed
Disable Customer Display / OFF / May be changed
Customer History - Start Date / 0 / May be changed
Customer History - Show on Customer History Screen / ON / May be changed
Customer History - Warn if Existing Transaction / ON / May be changed
Customer History - Load Customer Line Item History / ON / May be changed
Customer History - Warn if Item on Existing Transaction / ON / May be changed
Complete Sale Parameter Default Settings - Setting / Default / Status:
Fields to be displayed:
Order Number / ON / May be changed
Salesperson / ON / May be changed
Discount / ON / May be changed
Shipping / OFF / May be changed
Editable Tax / OFF / May be changed
On Account / ON / May be changed
Payments / ON / May be changed
Orig Order Date / OFF / May be changed
Ship Date / OFF / May be changed
Not Before Date / OFF / May be changed
Not After Date / OFF / May be changed
Default Entry Fields (to which the cursor automatically navigates):
Orig Order Date / OFF / May be changed
Ship Date / OFF / May be changed
Not Before Date / OFF / May be changed
Not After Date / OFF / May be changed
Order Number / OFF / May be changed
Salesperson / OFF / May be changed
Discount / OFF / May be changed
Shipping / OFF / May be changed
Prompt for Payment / OFF / May be changed
Select Payment / OFF / May be changed
Edit Pay Date / OFF / May be changed
Confirm Totals / OFF / May be changed
Support Print Immediately / OFF / May be changed
Other Complete Sale Parameters:
Allow Credit Payments / OFF / May be changed
Min Payment / 0% / May be changed
Don't Give Back Change / OFF / May be changed
Give Change On Partial Shipment / OFF / May be changed
Update Parameter Default Settings - Setting / Default / Status:
QOH / ON / May be changed
Qty Allocated / ON / May be changed
Qty On Layaway / OFF / May be changed
Total Sold / ON / May be changed
Last Sold / ON / May be changed
Last Shipped / OFF / May be changed
Amount Due / OFF / May be changed
Total Purchased / OFF / May be changed
Last Purchase Date / ON / May be changed
Back Order List / ON / May be changed
Save Parameter Default Settings - Setting / Default / Status:
Convert When / Items Shipped / Permanent
Convert To / Sales Invoice / May be changed
Prompt Before Converting / OFF / May be changed
Keep Number When Converted / OFF / May be changed
Don't Save Shipped Qty / OFF / May be changed
Copy Shipped Items to New Sale / OFF / May be changed
Print New Invoice / OFF / May be changed
Delete Filled Line Items / OFF / May be changed
Delete Completed Transaction / ON / May be changed
Archive To / Archives / May be changed
Reload Prices When Editing / OFF / May be changed
Reload Avg Cost When Editing / ON / May be changed
Use Current Date For Sales Tax / ON / May be changed
Rev Trans - Tax On Orig Date / OFF / May be changed
Recalc Shipping When Editing / OFF / May be changed
Ignore Purge Immediately / OFF / May be changed
Manual Conversion To: (based on Transaction Type that have been Enabled)
Sales Invoice / ON / May be changed
Layaway / OFF / May be changed
Sales Order / Not Available / N/A
Quote / OFF / May be changed
On Hold / OFF / May be changed
Rental / OFF / May be changed
Gift Registry / OFF / May be changed
Special Order / OFF / May be changed
Service Order / OFF / May be changed
Recurring Charges / OFF / May be changed
Not Used / OFF / May be changed
Archives / OFF / May be changed
See:
Sales Transaction Types - Setup Screen
Configuration Manager Contents