Sales Types

This screen allows you to maintain a file of Sales Types, which are used when creating Sales Orders to segregate the Type of order being created. These can be, for example:

•	Mail Order

•	Counter Sale

•

Telephone

Entry and Display fields

Sales Type: Enter the Name of the Sales Type. Duplicates not allowed.

Description: Enter a short description of the Sales Type. No checks are made on this entry

Creation Status: From the drop-down list select the status of the Sales Order when it is created. The options are:

•

Planned

•

Open

•	In Progress

•

Finished

•

On-Hold

•

Closed

Numbering Is: From the drop-down list select the way in which Sales Orders are numbered. The options are:

•	Automatic - commencing from the number set up in File>System Configuration>System Settings

•	Manual - manually entered at time of Order creation

Prefix: You have the option to provide a prefix to the Automatically generated Order Number. For example: if the Prefix was ‘SO-‘ then the generated Order could be ‘SO-12345’

Sales Style: From the drop-down list select the Sales Style. The options are:

•	Counter - Does not have a picking process

•	Delivery - Picking and Delivery required

Rental Order: If this Sales Order Type cover Rentals (with a commence and Return Date) then ‘check this checkbox.

Invoicing Style: If the Sales Style is 'Delivery' then this can only be set to 'Standard Invoicing'

If the Sales Style is 'Counter' then the following options are available from the drop-down list:

•	Standard - Standard Process covering Order, Picking and Invoicing as definitive steps

•	One Step No Backorder - An 'All-In-One' process that allows the creation of the Order, Picking and Invoicing in one step. Upon generation of the Invoice the Order is closed irrespective of whether all lines have been picked

•	One Step With Backorders - An 'All-In-One' process that allows the creation of the Order, Picking and Invoicing in one step. If, upon generation of the Invoice, some order lines have yet to be picked the Order remains as 'In Progress' awaiting further picking and Invoicing

Status: The default status is 'Active'. If you wish to make this status 'Inactive' then select it from the drop-down list. Once selected the Sales Type will NOT be visible when creating new Sales Orders

Data Display Options

Field Position - On this screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.

Buttons

Close: This will close the Sales Types screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

Add: This will send the cursor to a new line for entry of a new Sales Type.

Save: This will save the current data without exiting the screen

Cancel: Any changes made since the line was actioned or the last time the ‘Save’ Button was pressed will be lost.

Delete: This removes the current highlighted Sales Type.