To Enter a Cash Sale Order (CS)

You create an order of the predefined CS type to record a sale of stock items that is immediately paid by cash and does not require shipping. You use the Sales Orders (SO301000) form to enter the CS order.

To Create a Cash Sale Order

  1. Open the Sales Orders (SO301000) form.
    Tip:
    To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New right of the title.
  2. On the form toolbar, click Add New Record.
  3. In the Order Type box in the Summary area, select CS (Cash Sale).
  4. Select the customer in the Customer box.
  5. If needed, in the Location box, change the default location of the customer.
  6. If needed, in the Project box, change the X non-project code to the particular project.
  7. In the Date and Requested On boxes, change the dates of the order (which by default is the current business date) if needed.
  8. If needed, in the Customer Order box, enter the reference number of the original customer document the case sale order is based on.
  9. If needed, in the Description box, provide a brief description for this cash sale order.
  10. On the Financial tab specify the following information:
    1. In the Payment Method box, check the customer's default payment method. The cash sale must be paid by a method based on cash or check.
    2. In the Cash Account box, check the default cash account of the selected payment method. Change it, if needed.
    3. In the Payment Ref. box, enter the reference number of the customer payment.
  11. On the Details tab, perform the following steps to add one item or multiple items to the cash sale order:
    1. Click Add Items on the table toolbar. The Inventory Lookup dialog box appears with the list of active stock items. You can use the selection criteria at the top of the dialog box to narrow the list of items.
    2. In the line or lines with the items that you want to add, in the Qty. Selected column, specify the requested quantity of the items (measured in the default unit of measure shown in the UOM column). Notice the item availability data in the Qty. Available and Qty. On Hand column, and make sure that the specified quantity is available in the selected warehouse for each item to be added to the cash sale.
    3. Click Add & Close at the bottom of the dialog box.
  12. On the form toolbar, click Save.