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 videos are below which should help you understand how to enter a new order onto the system
 Click on the links below to view the videos on YouTube | |
Watch this first - showing the basics | |
discussing the additional order options | |
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 | |
To see how to complete the tabs go to the Sales Order Entry pages
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.
This is an explanation of order types which are shown when you uncheck the Excise Paid option on the sales order
Underbond Type
Underbond Type | Description |
|---|---|
U | UK Underbond order, sending goods to another UK approved warehouse |
X | Export - Goods leaving your home country and being exported (if you are in the UK this only applies to movements outside of the EU - |
E | EU Underbond order, sending the goods to another EC approved warehouse or consignee (you will need a temporary registered consignee to be created if this is to a personal address and a duty prepayment certificate) |
D | Diplomatic Order - no duty is paid Ensure you have a C426 for this order type |
V | NATO, Armed Forces, Visiting Forces order - no duty is paid |
O | Other Duty Free use - this is not normally used however you can use this to process losses in store to ensure no duty is charged to the warehouse |
T | Transfers within the warehouse (read the note on Type R before selecting this) If you are sending goods to another account located within the same warehousing group |
R | Use this option when you are transferring stock from your main trading account into a customers paid reserve account. We generate a pre-advice for this stock arriving in the reserve account where we store the customers reserve code and how much they paid for the stock. |
Order Date
You are not able to 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 reduced 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 will be hold for this order and the stock will be available after this date to other orders.