Raise Sales Order/ Invoice/ Credit Note and Goods Out

Overview

To create a sales order select the Accounts tab and then select Sales» Order the following screen will appear.

Create Sales Order/ Invoice

To create Sales Order or sales invoice select Accounts »Sales »Quotes & Orders the following screen will appear. 

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You can select the Quotes/ Orders from the CRM tab of Surf Accounts to open the Sales Order Browse. 

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Enter the following details in the Sales Order / Invoice Browse.

Customer

Select the Customer by using the look up button. A pop up will appear on the screen to select the customer. If the customer’s name doesn’t exist in the list select ‘New’ to create the Customer on the fly.

Order number

Depending on the Stock control Setting the order number is displayed in this column. For auto coding the order number will be auto and for manual numbering you can enter the purchase order number.

P.O. Number

Enter the reference number here if any. For e.g. it could be customer’s quotation number which has won the order.

Quote/ S.O. Number

Select the quote / sales order number by using the look up button.

Order Date

Select the order date by using the calendar. Select the due date if you wish to. This depends on the credit terms of the business.

Status

Select the status by using the drop down. The default status is open. If already invoice has been generated select the status as invoiced. In case if the order is cancelled change the status as ‘Cancelled’.

Attach

To attach a file select the look up button to upload the file from the local machine.

Product

Select the product by using the look up.

Description

By selecting the product the product description will displayed in this column. If you wish to change the description of the product change it from here.

Quantity

Enter the product quantity you want to place an order.

Price

The product price is displayed here.

Discount

If discount is allowed to customer for the product enter the discount percentage here.

VAT

The VAT percentage is displayed here. This is a read only column.

Nominal Code

The nominal code is displayed here. This is a read only column.

Net Amount

The Net amount of the ordered or invoiced product is displayed here.

Browser View of Sales Order

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Goods Out

To enter the product details that you deliver to your customer into Surf Accounts create Goods out. To create a new ‘Goods Out’ select Stock » Goods Out the following screen will appear.

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By selecting the ‘Goods Out’ option the following screen will appear. Enter the Details here.

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Customer

Select the customer by using the look up button. A pop up will appear on the screen to select the customer. If the customer’s name doesn’t exist in the list select ‘New’ to create a new customer on the fly.

Goods out No.

Depending on the stock control setting the Goods Out No is displayed. For e.g. in the stock control settings if the first Goods Out number is set to Auto and the first number is set as 1 then the first Orders In number will be GON01.

Ref. No

You may add a reference number here. For e.g. it could be the customer’s order number.

Order/ Invoice No.

Select the look up button for the Sales order number. By selecting the look up the sales order pop up will appear against the selected customer.

Goods out Date

Select the ‘Goods Out’ date by using the calendar.

Processed by

Select the name of the account manager. If more than one user on this business is responsible for the goods out, you can select the name from here.

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