Customer and Sales (SOP)

This area all aspects of selling stocks to customers, from the creation of the sales order all the way through the processing of the order towards invoicing.

When selecting “SALES” from the main menu you will be presented with the options available on the menu (shown below)

The processes involved can all be access through the page links below

The selected root page could not be found.

Reference

We have included a PDF document which shows the workflow for an order passing through the system. Click on the image to display more

Alternatively, you can download a PDF copy of this below.

Explanation of Order Types

Below is a list of the order types used within Vision Commerce and a brief explanation of what they are used for.

Order Type
Stock Order	Products being supplied from current stock holdings. [It requires you to have stock available to fulfil the order] Items are either delivery to the customer OR transferred into the customers reserve account. Use the UNDERBOND Type field on the order to indicate the type of order
Advanced Order (En Premeur Orders)	Selling goods you do not have in stock, all of these orders will arrive in stock and then despatched Back to Back orders (you have a sale for something available elsewhere) Advanced orders (such as En Primeur) All Advanced orders allow for invoice in advance for the goods. Duty and VAT invoices where applicable are raised at allocation of the stock for the customer
Direct Orders	Goods will go directly from the supplier to the customer You will generate a purchase for the stock at the same time as the sale.
Stock Transfer Order	Transfer stock from one warehouse to another within Vision. Ownership of the stock is not transferred.