Supplying Sales Orders

Transactions > Sales Orders > [Select Order] > Supply

The Sales Order Supply window allows the supply on an order-by-order basis, with the maximum control. The Sales Order Supply window is used to supply one sales order at a time, or part of a sales order. Using the Supply window, the processing can be divided into three stages:

1. Release items for picking

2. Supply or create stock movements

3. Generate invoice

To process multiple sales order at once, use the Batch Sales Order Processing window.

To process a complete sales order quickly, use the Sales Order Quick Supply window.

1. To supply a Sales Order through the Supply window, open the Sales Order and click on the Supply button. The Supply Details tab is displayed:

   

2. Refer to the following table to complete the fields in the header part of the Supply Details tab.

   Field	Description
   Invoice as Supplied	Will copy the Supply Quantity for each sales order line to the Invoice Now quantity. If you want to supply now but invoice later, leave this checkbox unticked, or simply override the invoice quantity for each sales order line.
   Check Stock Levels	To display a warning when insufficient stock to supply the sales order line. Checks current stock level in the selected location.
   Print Packing Slip	Prints a packing slip.
   Print Label	Prints a packing slip label.
   Generate Invoice	Generates the invoice for the selected sales order lines.
   Print Invoice	Prints the invoice.
   Enter Payment	To be prompted to enter a payment.
   Force to Fully Processed	Checking this option will mark the order as fully processed even though not all lines have been supplied or invoiced.
   Show All	Show all sales order lines including those that have already been supplied.
   Invoice Date	The date of the invoice. Must be in the current period.
   Set Default	Save the current settings as your default settings.

3. Refer to the following table to complete the fields in the Sales Order Line part of the window.

   Field	Description
   Stock Code/Description	Stock code and description of the stock item.
   Ordered	The quantity of the stock item on the sales order line. Click on the Plus symbol to view the Sales Order Supply window, where you can change the Ordered quantity of the stock item.
   Supplied	Any quantity of the stock item on the current sales order line that has already been supplied.
   Outstanding	Any quantity of the stock item on the current sales order line that has yet to be supplied.
   Released	Click on the Plus symbol to view the Sales Order Supply window, where you can change the Released quantity of the stock item. Releasing less than the supply quantity will put the difference on BackOrder.
   Back Order	Quantity of the stock item on this sales order line on back order. Released quantity + Bk Order quantity = Outstanding quantity.
   Invoiced	Any quantity of the stock item that has already been invoiced.
   Uninvoiced	Any quantity of the stock item that has been supplied but not invoiced.
   Pick Now	Quantity of the stock item you are picking now.
   Supply Now	Quantity of the stock item you are supplying now.
   Invoice Now	The quantity of the stock item you are invoicing now. Keep blank to allow deliver now invoice later scenario.
   SO Unit Price	The unit price. Note: You can allow a price override here by disabling the Prevent override of price in sales orders and debtor invoices profile setting in the EXO Business Configurator.
   Discount %	Any discount you want to give on the sales order line. Checks maximum discount staff member can give.
   Location	Location sales order line to be supplied from. Can supply single sales order from multiple locations. Default stock location in Default stock location for new invoice, sales order or purchase order profile setting displayed here.
   Batch Code	This field is only available if the Enable stock batch codes profile setting is ticked.

4. Click Supply All if everything can be supplied.

5. Click the Invoice All button to generate an invoice for the supplied item.

6. Users then tick or un-tick check boxes based on their operation requirements.

7. Click on Set As Default to save the settings and to be used as the parameters for future supply.

8. Click on the Add icon to add additional line items to be supplied directly from the supply window, such as shipping costs.

9. Click Process button to process the sales order and generates the required stock movements, transactions and forms.

The following table describes the toolbar functions at the top of the window: