AC PLUS SALES ORDER PROCESSING USER GUIDE
Contents
1. Printer gt i B Print Picking List X Print Picking List Show Bin Locations Back Order Lines Order No Customer Date Stock Code Loc Description PROSSER 14 04 1998 BIKE i ROBINS RELIANT HOME FORD 20 04 1998 GEARLH 5 LEFT HAND GEAR LEVER MAC 07 05 1998 ROCKSHOCK ROCK SHOCK MAC 07 05 1998 BAR DOWNHILL BAR MAC 07 05 1998 BIKE ROBINS RELIANT HOME AC WINDOWS SOPS USER GUIDE PAGE NO 8 When stock is received this screen allows you to automatically produce Delivery Notes and Picking Lists for orders requiring this stock Simply receive the stock in the usual manner either through stock movements or Purchase Order Processing On entering the Back Order Screen you will get a complete list of order lines which have not been despatched When stock is received the QOH quantity on hand box shows the quantity available for despatch By double clicking on the Process button on the order line you will have designated this order line to be despatched Now select the main PROCESS button to despatch the goods download the stock and produce a picking list By selecting the defaults button before processing the system will select which orders are to be despatched based on the age of the order Invoice Runs Select ORDERS INVOICE RUNS or CTRL Sales Order Invoice Run Destination Window Printer None Print Later Order Number Batch None F TL tof2. Costing all jobs are given a Job Code When the Job Code is entered the value of the order line is allocated to the Job Qty Desp See Despatch Order Qty Inv See Invoice Order When all details are entered either use your mouse or the keyboard s arrow down key to move off the line and save the details of that line when all lines are complete either use your mouse to select save or press ALT S You can now print the Order either by using your mouse to select PRINT or press ALT P You can elect to print direct to the printer or via the screen then select PRINT to produce the order Stock Search AC WINDOWS SOPS USER GUIDE PAGE NO 4 If you don t know the stock code or part of the stock code for the item you are selling you can use your mouse to click on the Stock Search button above the order lines This will display a stock search screen where you can enter 1 or 2 character sets groups of letters which may form part of the code or description which can be searched for individually or as a combination You may also select to search only from a single Product Group or show all products in a single product group After entering your character sets and or product group select SEARCH to reveal the products that meet the criteria Now double click on the requires item this will enter the item onto the order line pa AC Sales Order Processing Options Orders Reports AC Module Window Test
3. ORDER PROCESSING Select AC MODULE SALES ORDER PROCESSING This is a stand alone module which is usually linked to the AC Accounts for Windows and AC Stock Control The module provides Order Processing Invoicing both individual and batch comprehensive Sales Order Reporting as well as automatically updating the Accounts and Stock Control programs There are no limits to the number of orders or order lines that can be handled by the system OPTIONS After entering the Sales Order Processing module the order screen appears with a selection bar along the top Select OPTIONS to reveal a drop down box with the following options About a brief note about the system Report Options select either Window to show the report to screen Printer to print direct or None to update records without printing Log Off CTRL L to exit the program and log on as another user Change Period CTRL P to exit this period and re enter the system in another period Import import information from existing AC DOS program Exit Exit Sales Order Processing program ORDERS by Sales Orders Order Nofsi JE or fz Customer Reference TMc por enl ma Sold a Date Ordered Date Required r r O Sales Quotation 0770571998 998 0770571998 998 Customer Details Delivery Address Account Code Mac___ 2 Code n 7 Notes Other Details Trisha MacMillan Trisha MacMillan SPECIAL ORDER FOR JAMESES MEAN MACHINE Whitehall R
4. Sales Order Profitability Lists Orders showing Cost Price Sale Price Profit Amount and Profit percent Run For Quotations Raised Orders Despatched Orders Invoiced Orders and All Orders Picking List Lists all despatched order lines in stock code order Showing Quantity and Customer Invoice Profitability Can be run for Customer Customer Location or for Stock Code and Product Group Lists Quantity Cost Price Discount Sale Price Total Profit and Percentage Profit for each line and in total AC WINDOWS SOPS USER GUIDE PAGE NO 10
5. at all You can also re print a despatch note from this panel by selecting the required despatch note from the list and clicking Reprint You will see that the Desp Qty column on the order lines had turned blue and the system has automatically filled in the quantity to be despatched according to the number available in stock Make any alterations required to the number to be despatched and then press the despatch button to produce the despatch note download the stock and change the colour of the order lines The order is now ready to be invoiced Despatch Goods Destination Window C Printer None Print Later Despatch Date Select Line to Reprint Reprint Despatch Note Despatch Total Qty Date Note Desp Despatched Invoice Orders Only goods which have been despatched can be invoiced either use your mouse to click on Invoice or press ALT to bring up the Invoice panel If the customer has a payment discount it will show here To activate the payment discount check the discount box You can also select to print via the screen if required to print the invoice check the values and select Invoice Post Invoice Date of Invoice 07 05 1998 Discount __ in __ Days Destination Credit Lines 5 oe Show on Invoice O None Print Later Print Credit Note Batch Batch Reprint Invoice Credit Lines Within the Invoice panel you will see a CREDIT LINES panel if you select Show on in
6. AC PLUS SALES ORDER PROCESSING USER GUIDE Word C Dawn SOPS doc Contents DESCRIPTION Orders Order Heading Order Number Customer Reference Sales Order Quotation Sold By Account Code Name Delivery Address Notes Footnotes Carriage Charge Order Lines Description Price Nominal Code VT E UOM LOC Date Job Code Qty Desp Qty Inv Stock Search Suppliers Stock Search Despatch Orders Invoice Orders Credit Lines Reprint Invoice Goods Returned after Despatch Goods Returned after Invoicing Delete an Order Line Automatic Order Processing Despatch Runs Back Orders Invoice Runs Reports Alphabetical Index AC WINDOWS SOPS USER GUIDE PAGE NNNN DNNN DPN NN NNN NNN NO o BHRAPAPHRWWWWWWW PAGE NO 2 DESCRIPTION Automatic Order Processing Back Orders Despatch Runs Invoice Runs Despatch Orders Invoice Orders Credit Lines Delete an Order Line Goods Returned after Despatch Goods Returned after Invoicing Reprint Invoice Order Heading Account Code Carriage Charge Customer Reference Delivery Address Footnotes Name Notes Order Number Sales Order Quotation Sold By Order Lines Date Description VE Job Code LOC Nominal Code Price Qty Desp Qty Inv UOM VT Orders Reports Stock Search Suppliers Stock Search AC WINDOWS SOPS USER GUIDE PAGE O NNNNNNNNN DNB NPY NNNNO wWwFtPWWHRHWWHW oO PAGE NO 3 SALES
7. DE PAGE NO 7 AUTOMATIC ORDER PROCESSING Despatch Runs Select ORDERS DESPATCH RUNS or CTRL D This screen allows you to automatically despatch all orders where the goods on order are in stock Sales Order Despatch Run Destination Account Window C Printer None Print Later Order Number e Print Picking List From C Te TE Order Lines to be Despatched Stock Code Loc Descripti 50 45 PROSSER 14 04 1998 BIKE 51 MAC 07 05 1998 BIKE 51 MAC 07 05 1998 BAR MAC 07 05 1998 ROCKSHOCK ROBINS RELIANT HOME MADE BIKE ROBINS RELIANT HOME MADE BIKE DOWNHILL BAR ROCK SHOCK SUSPENSION FORKS After selection the screen shows a list of all order lines with stock available to be despatched You may elect to display orders from a selected account or for an order range If you select PRINT PICKING LIST the system will produce a picking list as well as delivery notes for each order If you select BACK ORDERS all order lines which have not yet been despatched regardless of their stock position will be listed Selecting Defaults will start the system searching for the orders as per the selected order number or customer range To DESPATCH the selected lines select PROCESS Back Orders Select ORDERS BACK ORDERS or CTRL B t Process Back Orders Destination TEE Date Window 0670571298 998
8. System 05 98 t Sales Orders Stock Search Bk Stock Code Search for Description And Or z Description Al ABC ABC ABC 3 ABC DOWNHILL BAR BRAKE CABLE ROBINS RELIANT HOME MADE BIKE 2ND BIKE T F E t THIRD BIKE CHAIN GEAR CABLE CHAIN DRIVE WHEEL FRONT BRAKE SET FRONT MECH ALUMINIUM FRAME 20 FRONT WHEEL LEFT HAND GEAR LEVER RIGHT HAND GEAR LEVER MISC MISC Suppliers Stock Search This allows you to search for all of the products supplied by a given supplier use the pull down list and click on the required supplier You can now select the required product by double clicking on the item to send it through to the order lines This screen will also allow you to use the SUPPLIERS PRODUCT CODE as the search criteria 1 Sales Orders Supplier Stock Code Search 0 Search Options Supper Account Code E Supper Stock Code ABC ABC DOWNHILL BAR ROBINS RELIANT HOME MADE BIKE ROBINS RELIANT HOME MADE BIKE ROBINS RELIANT HOME MADE BIKE CYCO1 AC WINDOWS SOPS USER GUIDE PAGE NO 5 Despatch Orders When an order is ready to be despatched either click on the Despatch button or press ALT E to bring up the despatch panel You may now elect to print the despatch note either to the screen to view before printing send the details direct to the printer or not print a despatch note
9. TE Pate T Complete Run 08 05 1998 Pw HEEL FRONT WHEEL 08 05 1998 RWHEEL REAR WHEEL 08 05 1998 FRAME ALUMINIUM FRAME 20 08 05 1998 PWHEEL 1 FRONT WHEEL 08 05 1998 BIKE 2 2ND BIKE 08 05 1998 BIKE ROBINS RELIANT HOME MADE BIKE 08 05 1998 FRAME ALUMINIUM FRAME 20 08 05 1998 PwHEEL FRONT WHEEL 08 05 1998 GEARLH LEFT HAND GEAR LEVER 08 05 1998 CABLE GEAR CABLE The screen shows a list of orders that have been despatched and are ready to be invoiced You may elect to display only an individual customer s orders or a range of orders or all orders Having made your selection press PROCESS to raise the invoice If you chose either Screen or None print later from the DESTINATION box the system will not be tied up for long periods of time while the invoices are physically printed out The invoices in the invoice run can then be RE PRINTED via the Sales Ledger BATCH INVOICE RE PRINT facility without tying up the system at all REPORTS AC WINDOWS SOPS USER GUIDE PAGE NO 9 All reports can be run for an Order Number Range Date Range Account Code Range and Location Range Sales Order List Lists Orders and order lines in customer sequence Totalling each order and each customer s total orders Run For Quotations Raised Orders not actioned Despatched Orders Invoiced Orders and All Orders The report also shows Grand Totals for all orders
10. oad lisington i reine DELIVER BEFORE 3 AM Carriage Charge vat 0_ Nominal Code 3800 2 Deliveredby CITYLINK Order Heading AC WINDOWS SOPS USER GUIDE PAGE NO To create a new order select ORDERS SALES ORDERS or press F7 from anywhere in the system to show the Order Entry Screen Use your mouse or the TAB key to move through the entry fields as follows Order No Sequential Number supplied by the system and initially set up using the SET UP button only available to the administrator Customer Reference Enter the customer s order number or name etc as required Sales Order or Sales Quotation Select either Order or Quotation If you select Quotation the system will not despatch or Invoice the goods until this is changed to Order It will however print a quotation to be sent to your customer Sold By Automatically filled in by the computer using the users log iln name Account Code If you know the customers account code enter it here or you may click the arrow down key to reveal the pull down list of accounts If you enter the first part of the code the list starts from that point Click on the required account to call the details up Name You may also use the Account Name to find the required account as described above The Address Post Code Telephone and Fax Numbers are automatically displayed Delivery Address Delivery addresses like the acco
11. unt codes etc are set up in the main AC Account Maintenance screen and there are no limits to the number of delivery addresses which can be attached to any one customer To create an order for a particular Delivery Address either enter the required code or use the arrow down key to reveal the drop down list and then click on the required address Notes This is simply a notes field which can be printed as required Footnotes As above but would usually be printed at the bottom of the document Carriage Charge If you wish to account for carriage charges separately enter the value of the charge followed by the VAT CODE and NOMINAL CODE the charge is to be booked to The Nominal and VAT codes are defaults set up in the settings screen ORDER LINES AC WINDOWS SOPS USER GUIDE PAGE NO 2 Many of the entries on the Order Lines are defaults carried through from the Stock Control Setting or from the Customer Maintenance screen This makes it very quick and easy to create an Order Line ty Sales Orders Order No B JE Customer Reference TMc o E lete x ue Sold By Date Ordered Date Required J J erst ae 0770571998 07 05 1998 AS Customer Details Delivery Address Accom Code mac TE col TE ead 5 g Notes Other Details MACHINE Footnote DELIVER BEFORE 9 AM Cavinge Charge E000 var o Nominal Code 3800 E Delivered by a eee Ai Ord 2 ROB 0 Enter the Quantit
12. voice any Negative Lines as described in the section Goods Returned will be added to the invoice However if you select Print Credit Note the negative lines are printed separately as a CREDIT NOTE AC WINDOWS SOPS USER GUIDE PAGE NO 6 Reprint Invoice You can elect to re print an invoice via this panel simply by clicking on the required invoice and then selecting REPRINT Goods Returned after Despatch If goods have been returned before the invoice has been raised you can simply despatch a negative quantity of these goods by selecting Despatch and entering a minus quantity on the line and despatching that line This will return the goods to stock and show the order line as still outstanding Goods Returned after Invoicing If goods have been returned after the invoice has been raised the goods must be returned to stock as mentioned above but a Credit Note or Negative Invoice Line must also be raised as described earlier via the invoice option To Delete an Order Line You can only delete a line that has not been despatched so it may be necessary to return the goods to stock as described above before deleting the line On the left side of the order lines screen is a grey column simply click on the line in this column and the line will become dark blue you can now press the DELETE key on the keyboard You will get a message asking you to confirm Delete this line Yes or No AC WINDOWS SOPS USER GUI
13. y Ordered and tab to the Stock Code If you know the stock code enter it here most of the rest of the details are filled in by the system using the defaults set up in the STOCK MAINTENANCE program However these are defaults only and can be over written at this time Description As per stock maintenance but you can add to the standard description or change it by clicking on the field and entering as much text as you wish If you click the small box to the right of the field a large notes panel will appear This gives you unlimited capacity in the description field Price Defaults from the Stock sales price Stock quantity price or the Customer Specific price list in Account Maintenance Nominal Code Again defaults from the Stock Maintenance program but if there is not a default set up for this particular stock item the system searches the customer maintenance file for the settings field These defaults can be over written at the time of creating the Order VT is the VAT code to use this is also drawn as a default from the Stock Control Account Maintenance or Settings screens VE Price includes or Excludes VAT UOM Unit of Measure Defaults from stock LOC AC WINDOWS SOPS USER GUIDE PAGE NO 3 Location is the location from which the stock is to be taken The default location is set up in the Stock Control screen Date Date of the order line taken from the order header but can be over written Job Code When using Job
Download Pdf Manuals
Related Search