This article will help you learn your way around the following questions/ topics:
1- Interface with the Inventory- Bird View, Accounting, Shipment, and Customer modules.
2-What reports other than the Sales Order (SO) printout are tied into the SO browser? When can they be printed out?
3- How can I make changes in an invoiced SO?
1- After you enter/ update a SO, a shipment record will automatically be created.
As a matter of fact, the AWB number and the shipping service can be inputted when creating a SO. After entering the SO the edit function will be disabled, and these two fields can be modified from the Shipment screen.
As Sales- and Shipment- related duties are usually handled separately, permissions granted to the shipper differ from the access given to the salesperson; therefore, there are two different screens enabled for each area to fulfill their respective tasks without interfering with one another's chores.
The packing slip also named "shipper" on the shipments screen can be modified from this browser, without having to cancel the invoice.
PLACE IMAGE OF THE SHIPPER EDIT AND HIGHLIGHT TRACKING NUMBER AND SHIP VIA.
In the same way, once a Sales Order is entered, an invoice is created, which also reflects on the Customer's current statement, the former being placed under the Invoices browser. Notice a record will get registered on the Accounts Receivable (AR) screen - provided there is an outstanding payment- and the balance can easily be checked until the invoice is paid in full/ settled.
As for the Inventory view, the minute a Sales Order is invoiced, the item is issued from the Warehouse. You can easily check this out on Manage Inventory, under the Bird View tab, as the quantity In stock will decrease by the same number of items sold, and a record can be traced under the Sales/RO's tab.
Notice that after reversing a Sales Order, its records will get erased from the other modules, including the customer's statement, which is particularly helpful when handling an RMA (Return Merchandize Authorization). Here we lay out the basics about the RMA option.
2- There are four printouts tied together with the SO report: ATA 106, Invoice, Packing slip (shipper), and picking list, all of which are enabled once the SO is entered.
ATA 106: The inputs for all of the fields are easily found on the on-screen form. To populate the "Traceable to"- box, enter the information in the "Trace to" text box under Manage Inventory > Warehouse.
3- An Invoiced SO cannot be changed unless the invoicing process is reversed. Only then does the edit function get enabled on the right 3 -dot menu.
Notice that after the changes are made, the SO has to be reentered and the system will prompt you to decide whether to keep the same invoice number or to assign a new one.
