The Service Order Sales Transaction Type is normally used to place Service Items on an order. An example of its use:
- A Customer orders a clown for a children's party.
- The Clerk enters the clown Inventory Service Item (Inventory record Service flag enabled) quantity in the OnOrd Quantity column on a Service Order.
- When the service is completed, the Clerk opens the Service Order, enters the item quantities in the Ship Quantity column, and Keystroke creates a Sales Invoice.
Service Orders commonly provide the following functionality:
- Allow a Minimum Payment (Deposit Amount) requirement to be defined.
- Allow Credit Payments (On Account) to be used.
- Updates Quantity On Hand, Quantity Allocated, Total Sold and last Sold in Inventory.
- Updates Customer Amount Due, Total Purchased and Last Purchased.
- Automatically converts to Sales Invoices (the Transaction Type to which it converts may be changed).
- May be manually converted to other Sales Transaction Types.
Sales Manager Contents