This covers any orders you place where you are taking the items from the stock holding.
If you are delivering direct you should look at Back to Back orders and when you are ordering specifically to fulfil a requirement, such as EP orders or broking, then you should use the Advanced Orders functionality.
Some Below are some videos are below which should help you to understand how to enter a new order onto the system.
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Watch this first - showing the basics |
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Discussing the additional order options |
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Sending underbond or duty-free orders, watch this video for the additional entries needed for this type of order to a standard order Underbond Orders - YouTube |
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To see how to complete the tabs go to the Sales Order Entry pages
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To populate this screen, you will need to use F10 in the Customer Code field on the Sales Order. The search facility allows you to enter part information and we will present you all matching customers, so enter into any or all of the fields on the form and hit search, if you see the customer then just click on it to load it into the sales order form  Double click on the entry you wish to use on the sales form. |
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This is an explanation of order types which are shown when you uncheck the Excise Paid option on the sales order:  Underbond Type
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 Order Date You |
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cannot change this date, it will always default to the current date as will all the fields, changes to them are only necessary where you want a fixed delivery date OR you wish to release the order for picking after a specific date. Booked Date The date you wish the item to be delivered, if you wish this to be transmitted to the warehouse you need to tick the fixed booked date field Release Date This is the date you wish to send the order to the warehouse, it will only appear in the allocation screen when this is the date or we have passed the date. Not sending the order will allow you to edit it until you need to send it to the warehouse and |
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reduce the risk of the warehouse accidentally releasing the stock and sending the order. Held Until This is the date that the order will be held until the stock |
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is held for this order and the stock will be available after this date |
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for other orders. After this date, The order will be cancelled automatically by the system. But the user will be informed via email, But it sends emails based on the 'Expiring Order Warning Period' against the Sales Team. 
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