Orders

Intro – Order #

Order or Sales Order is a document sent to a customer to confirm that your company has accepted the order and will fulfill the specified goods or services under agreed terms.

• You can create an order from an existing quote.
• An order can be used to create the invoice.

Create an Order #

• Go to Sales on the left sidebar, and select Orders
• Click Add New button in the top right corner.
• On the new order page, fill in the following fields
  • Order number is an auto generated number.
  • Customer: Select the customer placing the order.
  • Order Date: default is today.
  • Draft: Select this option to save the order as a draft.
  • Customer PO: Enter customer PO if available.
  • Terms: Automatically filled with the value defined in the customer’s record.
  • Requested Date: Date that was requested for delivery.
  • Ship Date: Date that the goods leave the warehouse.

• • Detail tab
    • Items table
      • Click “Add Row” button to add new detail line or click “Open Dialog” button to add order detail line in the dialog.
      • Item. Select an item from the dropdown list. If the item is missing or not found, you need to create new item in Items -> Items app.
      • Description. Automatically filled when you select an item. You can edit it as needed. Maximum characters: 4096.
      • Quantity: Enter quantity.
      • Uom: Default unit of measure is Ea (each).
      • Rate: Rate or unit price is automatically filled when you select an item.
      • Amount: Equal to quantity multiplied by the rate. You can edit the amount, and the rate will be recalculated.
      • Taxable: Select this option if the item is taxable.

• • • Discount: A discount can be applied either by percentage or by amount.
    • Tax Code: Select a tax code from the predefined codes. These must be set up under Tax → Tax Code.
    • Tax Rate: Auto-filled when tax code is selected.  Tax rate field is editable, and system use it to calculate the excluded tax.
    • Excluded Tax: This is a calculated field and cannot be edited.

• • Address tab
    • Fill in billing address and shipping address

• • Sales tab
    • Site Location: Multiple branch or site or warehouse are supported in acci.cloud.
    • Dropship: Select this option if you sell products that are not in stock, and the goods will be shipped directly from supplier to the customer.
    • Sales rep. Select the sales representative responsible for the customer’s account.

• • Memo tab
    • Customer Message: Select message from the list. You may add a new message if needed.
    • Memo: Up to 1000 characters.
• Click Save