User Manual

Sales Order Entry

Purpose

To create Sales Order Entry

Procedure

  • Select a Customer from the drop-down list
  • Select the Sub Customer from the drop-down list
  • Select a Package from the drop-down list to add a Package
  • Select a Deal from the drop-down list to add a Discount Deal
  • Mark the Is Booking? chechbox to place an Advance booking Order
  • Set the Visit Frequency of the customer to check the No of visit(s) during that period
  • Select the Category of the Item/Service
  • Select the Item/Service by it's Code or Description
  • Select the Floor from the drop-down list
  • Select the Department from the drop-down list
  • Select the Artist from the drop-down list
  • Set the Tax excluded Price of the Item/Service
  • Enter the Discount% of the Item/Service
  • Click on the Add Item button to add
  • Click on the Edit button against the Item/Service to edit
    • Select the Floor from the drop-down list
    • Select the Department from the drop-down list
    • Select the Artist from the drop-down list
    • Enter the Tax excluded Price of the Item/Service
    • Enter the Discount% of the Item/Service
    • Click on the Green Approve button to confirm changes
  • Enter the relevant notes in the Comments section
  • Click on the Place Order button to Place Sales Order

Tips and Tricks

How does booking work?

For instance, if a customer wants to take an appointment for future to avoid waiting in the queue, then you can place the order as a Booking by marking the Is Booking? checkbox, it allows you to edit the delivery date and time.