Sales Order Inquiry

Purpose

To inquire/edit/approve Sales Order.

Procedure

Enter the Order# in # section to find the exact Sales Order or set the Date, Item and Customer to find relevant Sales Orders

Select a Package to add a new Package to the order
Select a Deal to add a new Discount Deal to the order
Click on the Edit button against the Item/Service to edit the entry

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 Price exluding Tax
Enter the Discount% of the Item/Service
Click on the Green approve button to Confirm Changes

Click on the Add Item button to add new Item/Service
Enter related notes in the Comments section
Click on the Commit Order Changes to apply changes

Dispatch Sales Order

After completion of Sales Order, click on the Green Dispatch button to deliver/close the Sales Order

Enter the quantity delivered in This Delivery
Enter the Shipping Cost
Select the Action for Balance from the drop-down list
Click on the Process Dispatch button to dispatch Order

Tips and Tricks

What is the purpose of Template?

If you mark the Tmpl checkbox, the order structure/format will be saved as a template for Template Delivery or Template Invoice.
Template deliveries/invoices are used for recurring Sales Orders

What is Addon? What is the purpose of Addon?

Case1: A customer is getting laser treatment during which her skin starts itching and you apply some ointment on the affected area which was not part of the plan. Here, ointment will be considered as an Addon

Case2: A customer is getting some facial treatment during which her skin becomes allergic/red and you provide her with some anti-allergics which were not part of the plan. Here, the anti-allergics will be considered as Addons