About Sales Orders

The MYOB EXO Business Sales Order model is generic and flexible, and can handle simple single-stage processing of sales orders, through to multi-stage sales order processing.

We strongly recommend you work with your business partner to ensure sales order processing is set up in the best way to support your business processes. This would include configuration of the numerous Sales Order profile settings in the Configuration Assistant, and creating any extra fields you require to capture additional information in your sales orders.

Quick Supply your Sales Orders

At its simplest, you can raise a sales order and then supply and invoice it in one step. When in the Sales Order window, you can just click the Quick Supply icon, and choose the next step in the process, or just click OK to process the order according to the default options already set up. You can accept deposits or payments at the time of supply, and print the invoice for the customer there and then.

You can choose to process your sales orders primarily at the sales order level, but for any given sales order line, you have considerable control over all release and supply of that line, price and discounting.

Control your Sales Order Release and Supply Process

As your business processing requirements scale up, typically more granular control is required in each phase of the process, particularly when warehousing of inventory is involved, which usually means separate picking and packing of orders in batches. There are a number of defined phases in EXO Business's sales order model, giving you the control of the batch through each phase of the sales order supply and release process.

The basic steps in the Sales Order supply process are Process Order, Process Release for Picking, Process supply/stock movements, and Process invoice.

Process	Description
Process Order	Commits the stock for the sales order.
Process Release for Picking	Creates the picking list.
Process supply/stock movements	Creates the packing slip, stock transactions are generated, and stock moved out of stock on hand.
Process invoice	Creates the invoice. Becomes fully invoiced if all quantities supplied, or remains partly processed. Debtor invoice lines created for all supplied quantities.

When stock is short-supplied to you, or you have far more orders than you can fulfil, you can choose to release some portion of the sales order quantity, and back order the rest, to ensure all your customers at least receive some of the stock item.

For greater granularity in sales order processing, you can use the Tasks menu. Tasks are used to set the selection criteria and processing actions, and include the processing of release, pick, supply and invoice quantities. Tasks work at the sales order level. (Use the Distribution Advantage module to use customised tasks at a sales order line level.) Generally speaking, only businesses with large or complex inventory setups are likely to use the Tasks menu.

Serialised/Batch-tracked Stock Item Support, and Laybys

Sales Orders supports serialised and batch-tracked stock items.

Layby sales are also supported, although the functionality was designed to work in conjunction with the POS module.

Batch Processing

Batch sales order processing is used to group sales order together for processing; batch sales order line processing is a separate module of EXO, and is used to group together individual sales order lines into a batch for processing.

The Distribution Advantage module gives you another level of batch processing functionality and customisability, including on-demand purchase orders, batch sales order line processing, stock transfer requests and sales order consolidation.