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Detail Tab
The SO Detail tab contains detailed information about the items to be ordered. It operates similarly to the Ring Sale screen with many of the same functions.
The screenshots shown on this page are the enhanced sales order form, which is enabled by checking Use Enhanced Sales Order Details Form in System | Company Setup | Sales Orders 2. Some fields and functions are not available in the unenhanced form, which is shown here:
Sales Order Number
This displays the contract number and customer name.
Enter an item by typing the item ID or scanning the barcode. You can search for an item and use the other available functions as in Ring Sale. When items are added to a sales order, they are allocated to that order until they are paid for, at which point they are removed from inventory.
You can utilize the same functions as in Ring Sale to modify an entered item. For detailed information on these functions, see POS | Ring Sale | Basic Functions and Additional Functions.
You can enter a block PO number in the PO# field if applicable. Check the PO box to place the current item on the specified PO. If the items are to be drop shipped, check Drp Shp. The vendor ID and vendor name are filled in upon entering the PO number. If you wish to order a different quantity of an item than is included in the sales order, you can enter it in PO Qty.
Alternatively, POs can be created via SO | Main Tab | Options Tab 2 | Create POs. If POs are created this way, the PO number is automatically filled in for its respective item.
Additional information from the item inventory file is shown. Click Price Book to view the price book. Click Item Screen to view the item inventory file.
You can import items into a sales order from a spreadsheet, an item assembly, other companies, such as Maestro Construction or Simpson S-T, or from past purchases.