Sales Order - Revision history

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2021-12-17T06:09:27Z

‎Introduction

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‎Introduction

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‎Introduction

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2021-12-17T05:44:34Z

‎Introduction

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‎Introduction

Wikiadmin: Created page with "{{BackTo|Sales Management}} === Introduction === A sales order is a document that specifies products and/or services ordered by a specific business partner (customer), as we..."

2021-11-16T13:57:13Z

Created page with "{{BackTo|Sales Management}} === Introduction === A sales order is a document that specifies products and/or services ordered by a specific business partner (customer), as we..."

New page

{{BackTo|Sales Management}}

=== Introduction ===

A sales order is a document that specifies products and/or services ordered by a specific business partner (customer), as well as the price and terms and conditions.

{{ManualDoc:W143}}

=== Header ===
The sales order header allows to create a sales order and process it when ready.

{{ManualDoc:T186}}

=== Lines ===
Lines tab allows to add the products to be included in your sales order. Each product is added by creating a line.

{{ManualDoc:T187}}

=== Line Tax ===
For each sales order line, Openbravo automatically populates the line tax related information in this tab.

{{ManualDoc:T25C70617A7964B479BDA71197E7E88E9}}

=== Reserved Stock ===
Relation of reserved stock and prereserved purchase orders related to the Sales Order Line

{{ManualDoc:T38D83B9AB72D42F1BFED48911E49F6CD}}

=== Related Products ===
In this table the Order Lines related to an Order Line of 'Service' type are added

{{ManualDoc:T673F978C60704C4289893EE1691784F1}}

=== Related Services ===
In this table the 'Service' type product Order Lines related to an Order Line are displayed

{{ManualDoc:T652123A308954FE8AA072DE90EE7C988}}

=== Basic Discounts ===
Lists information about discounts automatically applied based on the customer configuration and / or manually entered for the sales order.

{{ManualDoc:T1011100000}}

=== Tax ===
Edit taxes applied to your order.

{{ManualDoc:T236}}

=== Payment Plan ===
Shows the total amount expected to be collected upon order booking as well as the amount/s pre-paid or paid against the invoice/s for the order.

{{ManualDoc:TEB0E0C5A58344F7FA345097E7365CD22}}

=== Payment Details ===
Displays the details of the payments (pre-payments or regular payments) received for the order or for the invoice/s of the order.

{{ManualDoc:TB82C02920AA84E8DB57D553185BD2F06}}

=== Replacement Orders ===
Set of orders replacing a canceled order.

{{ManualDoc:T5A3B6D4D50444C94B2A2B99E6FD2FB0A}}

Full list of '''Sales Order''' window fields and their descriptions is available in the [[Screenshot:Sales Order| '''Sales Order Screen Reference''']].

{{BackTo|Sales Management}}

[[Category:User_Guide]] [[Category:Generated Doc]]

@@ Line 12: / Line 12: @@
 * '''Warehouse Order'''. A warehouse order is used for the situation where the good shipment takes place at the time that the sales order is booked (for example, customer is taking goods right away directly from the warehouse). This also means that both Documents will have the same Order/Delivery dates.
 :[[Image: Warehouse_transaction_document.png]]
-* '''WEBSTORE Order'''. '''''(NEW FEATURE in development)''''' The WEBSTORE order is for the situation when a customer visit the market place or online store / shop, orders a product, pays for it and the product will delivered by shipping company. Upon booking of the sales order with this document type, the shipment and the sales invoice are created automatically. Goods Shipment will be created automatically with Document Status = RELEASE. Project details can be found here [[Projects/WEBSTORE Sales Order DocumentType|A new WEBSTORE Sales Order DocumentType]]
+* '''Webstore Order'''. '''''(NEW FEATURE in development)''''' The WEBSTORE order is for the situation when a customer visit the market place or online store / shop, orders a product, pays for it and the product will delivered by shipping company. Upon booking of the sales order with this document type, the shipment and the sales invoice are created automatically. Goods Shipment will be created automatically with Document Status = RELEASE. Project details can be found here [[Projects/WEBSTORE Sales Order DocumentType|A new WEBSTORE Sales Order DocumentType]]
 :[[Image: POS_transaction_document.png]]

@@ Line 12: / Line 12: @@
 * '''Warehouse Order'''. A warehouse order is used for the situation where the good shipment takes place at the time that the sales order is booked (for example, customer is taking goods right away directly from the warehouse). This also means that both Documents will have the same Order/Delivery dates.
 :[[Image: Warehouse_transaction_document.png]]
-* '''WEBSTORE Order'''. '''''(NEW FEATURE in development)''''' The WEBSTORE order is for the situation when a customer visit the market place or online store / shop, orders a product, pays for it and the product will delivered by shipping company. Upon booking of the sales order with this document type, the shipment and the sales invoice are created automatically. Goods Shipment will be created automatically with Document Status = RELEASE. <br>
+* '''WEBSTORE Order'''. '''''(NEW FEATURE in development)''''' The WEBSTORE order is for the situation when a customer visit the market place or online store / shop, orders a product, pays for it and the product will delivered by shipping company. Upon booking of the sales order with this document type, the shipment and the sales invoice are created automatically. Goods Shipment will be created automatically with Document Status = RELEASE. Project details can be found here [[Projects/WEBSTORE Sales Order DocumentType|A new WEBSTORE Sales Order DocumentType]]
 :[[Image: POS_transaction_document.png]]

@@ Line 13: / Line 13: @@
 :[[Image: Warehouse_transaction_document.png]]
 * '''WEBSTORE Order'''. '''''(NEW FEATURE in development)''''' The WEBSTORE order is for the situation when a customer visit the market place or online store / shop, orders a product, pays for it and the product will delivered by shipping company. Upon booking of the sales order with this document type, the shipment and the sales invoice are created automatically. Goods Shipment will be created automatically with Document Status = RELEASE. <br>
-Project details can be found here [[Projects/WEBSTORE Sales Order DocumentType|WEBSTORE Sales Order DocumentType]]
+Project details can be found here [[Projects/WEBSTORE Sales Order DocumentType|A new WEBSTORE Sales Order DocumentType]]
 :[[Image: POS_transaction_document.png]]

@@ Line 12: / Line 12: @@
 * '''Warehouse Order'''. A warehouse order is used for the situation where the good shipment takes place at the time that the sales order is booked (for example, customer is taking goods right away directly from the warehouse). This also means that both Documents will have the same Order/Delivery dates.
 :[[Image: Warehouse_transaction_document.png]]
-* '''WEBSTORE Order'''. '''''(NEW FEATURE in development)''''' The WEBSTORE order is for the situation when a customer visit the market place or online store / shop, orders a product, pays for it and the product will delivered by shipping company. Upon booking of the sales order with this document type, the shipment and the sales invoice are created automatically. Goods Shipment will be created automatically with Document Status = RELEASE.
+* '''WEBSTORE Order'''. '''''(NEW FEATURE in development)''''' The WEBSTORE order is for the situation when a customer visit the market place or online store / shop, orders a product, pays for it and the product will delivered by shipping company. Upon booking of the sales order with this document type, the shipment and the sales invoice are created automatically. Goods Shipment will be created automatically with Document Status = RELEASE. <br>
 :[[Image: POS_transaction_document.png]]

@@ Line 5: / Line 5: @@
 A sales order is a document that specifies products and/or services ordered by a specific business partner (customer), as well as the price and terms and conditions.
-{{ManualDoc:W143}}
+The '''Sales Order''' window allows to register sales related documents with different purposes which is regulated by the '''Transaction Document''' field. Depending on the chosen value, the consequences when booking the sales order will be different. These are the types of sales order documents that are available:
 === Header ===

← Older revision		Revision as of 05:44, 17 December 2021
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	A sales order is a document that specifies products and/or services ordered by a specific business partner (customer), as well as the price and terms and conditions.		A sales order is a document that specifies products and/or services ordered by a specific business partner (customer), as well as the price and terms and conditions.
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		+	{{ManualDoc:W143}}

	=== Header ===		=== Header ===