knowledge base

The Order tab in the Advanced Workflow is where you can enter the customer order. This is discussed in Creating a Sales Order.

A green light on the Order tab is shown when the order is not empty. Otherwise, a red light will be shown.

Order Tab Columns

The Order tab table has the following columns:

Item - The item name or item code for the product or service being ordered.

Description - This is a text description of the product or service being ordered. This field will only be shown if Show Product Description is set in the Settings. The default description will be taken from the product information, but it can also be changed here.

Quantity - The quantity of the item to be ordered. Quantity is defaulted to Sales UoM and can be entered in any UoM.

Unit Price - The price charged per unit of the item. Unit Price is per UoM selected in the Quantity column. Changing the UoM updates the Unit Price (e.g. changing to a pack of 2 from a single item doubles the unit price).

Discount - A discount given to the customer on the price of this item. This will default to the default percentage discount given to this customer. You can also enter in a fixed amount per unit discount by typing in the discount as a currency figure (e.g. $5).

Tax - This may be hidden, depending on your company settings. The Product Tax Code for this item determines if it is taxed in a special way, e.g. tax exempt. This defaults to the Product Tax Code in the product information for this product.
More information on Product Tax Codes.

Sub-Total - The total cost of this item for the quantity given and after applying discounts, but before applying taxes or freight. This is calculated based on the Unit Price, Quantity and Discount, and cannot be modified.

Order Tab Footer

The order tab footer has the following:

Taxing Scheme - The Taxing Scheme for this order. Changing it updates the tax calculations shown.

Pricing/Currency - The Pricing Scheme for this order. Changing it updates all the prices for this order.  As Pricing schemes are currency specific you will also be prompted for the conversion rate if your pricing scheme uses a currency other than your default and for which there is not currently a conversion.

Requested Ship Date - This is the date that the customer requests that you ship the order out on. This field is hidden when the shipping information is not shown.

Remarks - Any extra remarks on this order. These remarks will be printed out when you print out the Sales Order.  They will also appear in the movement history of any products sold on this order.

Tax - You may see one or more Tax fields depending on the Taxing Scheme set for this order. This shows amount of tax charged for this order. You may change the amount of tax charged here, but if the order is later changed, the tax will be automatically recalculated.

Freight - The amount of freight or other surcharges applied to this order. Tax is applied to this field if the selected Taxing Scheme has Tax On Shipping set. Clicking the dropdown arrow next to this will show you the estimated total weight for this order. You might use this to help you calculate estimated shipping costs. This field is hidden when the shipping information is not shown.

Total - The total amount that the customer should pay you for this order.

To cancel the order and avoid further processing, click the Cancel Order button, which will show up once the order has been saved. It will then show a Re-open Order button which you can use to start handling the order once again. More Information.