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To create new Sales Order select the option Sales Order / Create New Sales Order
under the main menu option Sales.
A window will be displayed to make entries for the new sales order.
To select a customer name in the sales order you have to type customer code or first part of the name of the customer in the text box marked Customer. The customer name and address will appear in the sales order when you press tab for making the next entry. If the code or name you typed here does not match with any of the customer then the customer list will be automatically displayed. You can also press command button Find
to display the List of Customers . You can select a name from this list easily. Press command button Ok.
The customer name and address will appear in the sales order.
In the right hand side of the window you will have to enter the information as per available like Order No, Order Date, Srv. No., Rev. No., Delivery Date, Customer Ref. No.
If the order to be made is for sales select the check box Sales Order
or else it is job then select the check box Job Order.
To select a product name is also very easy. You can type product code in column 1 of the grid (item code) or first part of the name of the product in the column 2 of the grid (product).The product code, Product/Job, Unit, Qty, Rate, Amount, Remarks will appear in the sales order when you press tab for making the next entry. If the code or name you typed in the columns do not match with any of the product then the product list will be automatically displayed. You can also press command button Products List
or double click the grid in col 1 or 2 to display the List of Products You can select multiple products by tagging them and specify their quantity in this list easily. Press command button OK.
All the selected products and quantities with other details will appear in the sales order.
The sales order can be made for already existing quotations by clicking on command button Quotations
, a small window named List of Quotations will be displayed. You can select quotation no. by double clicking on quotation no. from this list. A products and other details of that quotation will be displayed in sales order.
In case of job order a new product name can be entered, the system will accept it and will not display any product list if the product name entered does not match with standard product list. One more remarkable difference in case of job order is that multi line description of product is possible but if the number of characters reaches to 250 then system stops accepting further characters. To move to the next line of same item use the key board key combination Ctrl + Enter and to move to the next item in the next line use the key Enter.
When you have finished making entries then press command button New
on the Memo Command Button Group / Panel to save this sales order and go on to make new sales order. You will asked whether you want to save the sales order. Answer Yes if you want to do so. The sales order will be saved and new sales order will be displayed. You can also click Edit Mode
directly. If you want to make no more sales orders press command button CLOSE
. You will be asked if you want to save the sales order. After your response the sales order entry window will close and you will return to main program window.
At the bottom of the window there is shortcut panel. It contains list of functions keys to makes faster entry. On pressing various function keys the facilities we get are as follows. These commands can also be issued through the panel. F2 : Select Customer. Instead of clicking on command button Find Cust
we can directly display the list of customers by pressing this function key. F3 : Show the list of products. Same as Find Prod
. F4 : New sales order. Instead of clicking on command button New
we can directly display the window for editing New sales order by pressing this function key. And you can close this window directly by pressing function key F10 : Close sales order Entry. F5 : Switch to Edit mode or to Add Mode. F6 : Print the current sales order. F7 : Delete the current sales order. F9 : Show the list of existing sales orders. Works only in Edit Mode. F12 : Popup the Calculator. When you use tab key the cursor will move to different boxes and if the data is already written on that box and you try to enter any entry it will be overwritten.
If you want to make no more sales order press command button Close.
You will be asked if you want to save the sales order. After your response the sales order entry window will close and you will return to main program window.
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HiTech SSAM Also Known as Sales, Stock and Accounts Manager is an Easy and Helpful Invoicing Application for Creating Invoice, Billing, Inventory Management and Accounting to Your Complete Satisfaction
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