Supplying Sales Orders

Transactions > Sales Orders > [Select Order] > Supply

Use the Sales Order Supply window to supply on an order-by-order basis. You can supply one sales order at a time, or part of a sales order.

Processing can occur in 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.

To supply a Sales Order through the Supply window

1. Open the Sales Order and click on the Supply button. The Supply Details tab displays:

   

2. Enter information in the fields in the header part of the Supply Details tab:

   Field	Description
   Invoice as Supplied	Select this option to copy the Supply Quantity for each sales order line to the Invoice Now quantity. To supply the order now but to invoice later, don't select this option.
   Check Stock Levels	Select this option to display a warning when there is insufficient stock to supply the sales order line.
   Print Packing Slip	Select this option to print a packing slip.
   Print Label	Select this option to print a packing slip label.
   Generate Invoice	Select this option to generate the invoice for the selected sales order lines.
   Print Invoice	Select this option to print the invoice.
   Enter Payment	Select this option to display a prompt to enter a payment.
   Force to Fully Processed	Select this option to mark the order as fully processed even though not all lines have been supplied or invoiced.
   Show All	Select this option to show all sales order lines including those that have already been supplied.
   Invoice Date	The date of the invoice. The date must be in the current period.
   Set Default	Click this button to save the current settings as your default settings.

3. Enter information in the fields in the Sales Order Line part of the window:

   Field	Description
   Stock Code/Description	Enter a 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 open 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 open 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	The quantity of the stock item on this sales order line on back order. This is calculated as: 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	The quantity of the stock item you are picking now.
   Supply Now	The 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 override the price by disabling the Prevent override of price in sales orders and debtor invoices profile setting in the Exo Business Configurator.
   Discount %	The discount to offer on the sales order line. Exo Business checks the maximum discount that a staff member can give.
   Location	The location from which the sales order line is supplied. You can supply single sales order from multiple locations. The default stock location in Default stock location for new invoice, sales order or purchase order profile setting displays in this field.
   Batch Code	This field is enabled if the Enable stock batch codes profile setting is selected.

4. Click Supply All if everything can be supplied.

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

6. Click Set As Default to save the settings and to use them as the parameters.

7. Click the Add icon to add line items to supply directly from the supply window, such as shipping costs.

8. Click the Process button to process the sales order and generate the stock movements, transactions, and forms.

Toolbar Buttons

These are the toolbar functions at the top of the window: