SO - Header and Footer
- Alan Gilchrist
- Sarah Jackson
The Header and Footer on a sales order is always displayed no matter which tab you are using at the time with the header providing important order information and the footer providing you with various options available within the sales order.
- 1 Header
- 1.1 Order Number
- 1.2 Status
- 1.3 Customer Code
- 1.4 Order Type
- 1.5 Warehouse Group
- 1.6 Auto Allocate
- 1.7 Carrier
- 1.8 Attachments
- 2 Footer
- 2.1 Price List Option
- 2.2 Refresh
- 2.3 Open Purchase Order
- 2.4 Prev. Orders
- 2.5 Price List Button
- 2.6 Cancel Order
- 2.7 Proforma
- 2.8 Replicate SO
- 2.9 Templates
- 2.10 Pre-Invoice
Header
Completion of the header details is a prerequisite for entering information into the tabs on the Sales Order entry form. This is because the header information is mandatory and essential for accurately completing the rest of the order. Please see the screenshot below illustrating the header.
Expand the section below to gain an understanding of every field on a sales order header.
Field | Explanation |
|---|---|
Order Number | Unique ID automatically provided by the system. |
Status | O - Outstanding C - Complete X - Cancelled |
Customer Code | Enter your customer code or look it up, and the corresponding name will be automatically filled in. You can use the search dropdown, F11 or manually entered. |
Order Type | Will default to Duty Paid for all orders. I you wish to pick an alternative, then simply untick the Excise Paid field and select from the Underbond Type field. The options are Order Type. Duty deferred orders are still duty paid, you change the account paying the duty in the options tab. |
Warehouse Group | You can only associate one warehouse with each order, and this field is used to make that selection. Product availability searches will be conducted based on the chosen warehouse. |
Auto Allocate | This field will allow the Sales Order to auto allocate and submit the order to the warehouse after you save the order.
After saving the order, the following screen will display to illustrate the saving process and indicate any potential failures at any stage:  The Sales Order Auto-Allocation feature on Sales Order may not integrate Sales Team Apportionment. In situations where the individual saving the order doesn’t have sufficient stock apportioned to them. This leaves lines unallocated on the Order requiring manual intervention. For more information, please refer to the Sales Team Apportionment page. |
Carrier | The carrier field is necessary only if you are not utilising the warehouse's default service. |
Attachments 
You can attach documents to your sales order using the paperclip icon. Clicking on the icon will open the attachment manager, allowing you to attach new images or any type of file. The buttons are self-explanatory, and hovering over them will display tooltips for additional guidance.
It is possible to add attachment types, the last icon on the menu allows you to add new attachment types
When you load the file you can then use the attachment type to identify what you have saved on the sales order
Once you have documents saved in this section you will notice that the paperclip icon changes and has a red highlight around the edges
Footer
You will find various options and an array of buttons at the bottom of every Sales Order. These options, values and buttons can be seen below:
To understand the purpose of all the buttons/fields in the footer, expand the section below for more information:
Button / Option |
|
|---|---|
Price List Option | You can modify the Price List Group, which subsequently updates all the order lines on the order.
This is default to the Customers (if Set up) |
Refresh | Use this if you make a change elsewhere that would affect this order. |
Open Purchase Order | Available when your sales order is directly linked to a single direct purchase order. e.g. ExCellar, back to back, stock transfers. |
Prev. Orders | Popup window showing previous orders over the past X days (you can edit the amount of days in the system options) Select lines using the Select tick box at the end of each line. You can add multiple lines to the Order if you need to. |
Price List Button |
Simply update the quantities and select “Update Order” |
Cancel Order | This cancels the order, halting any further actions and marking the order status as "X". |
Proforma | After saving the order, you can generate a Pro-Forma invoice, which will be previewed. From there, you can choose to send it to the customer. |
Replicate SO | Copies this sales order and generates a new one with exactly the same details. |
Templates | Use existing customer product order templates for speed entry. |
Pre-Invoice | This option will be greyed out from v2022.0.0 |
Additional Information | Minimum Sales Order Values The above field is displayed when a customer has values setup on their account providing you with a reminder of minimum order values or minimum order pallets information.
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