1. Document type

First, choose the type of document you wish to use to create a sales order. In the Orders -> Sales orders -> choose or click on the desired document.

You can also choose a document by clicking on a shortcut - the button can be set in the toolbar.

2. Creating new document

In the  taskbar click on the New Record button. This will open a new document that will be used to create a sales order.

Because the program always sets itself to the last document created, you must click the New record button after choosing a document type when you wish to create a new document. A new document opens, ready to enter data.

3. Data entry

3.1. Data about a Customer or Third Party

First, enter the customer or third party in the Ordered by field. When you enter the Ordered by, this information also appears in the Carrier field. If the supplier and the third party are not the same, the Carrier field must be adjusted. The names of both fields (Ordered by, Carrier) can be set in the Document Types settings.

You enter the subject's name in the Ordered by (customer) or third party by typing first letters of the subjects name you wish to enter. A lookup list of Subjects you have previously entered in the Subjects register opens .

Subjects can be found by using Find Subject (Ctrl+S) function.

Find Subject - if you click the Find Subject button, a special lookup window opens. With this form you can search subjects by a criterion or combination of criteria in a simplified way.

If you would like to enter a subject not yet listed in the Subjects register, open the Subjects register by clicking the Find Subject button. You may now enter a new subject.

If the subject you wish to enter is not in the Subjects register, you must first enter it. Use the  New record  button to open the Subjects register and enter a new subject.

3.2. Document Numbers and Dates, Confirming a Document

The program automatically generates document numbers. A number is made up of a two digit code for the year, a code for the type of document (identical to that found in the Document Types settings), and a series of question marks, which the program will automatically change into a serial number once the document has been confirmed. You can set the length of the document number format Administration Panel.

Enter a date in the date field. Dates can be manually entered in the Date field, or selected from a calendar, which will appear if you click on the drop down arrow.

The status of an order. Each order can have any number of statuses, which affect: available stock, limit control and finished (see Document Types settings - Orders).
The program has three predefined statuses, you can set more:

• Created - Information for a customer and does not affect available stock. If the limit control is approved, the value of this order is not included in the value of approved limit, regardless to the control in the program parameters.
• Confirmed - The order is binding for both (Customer and supplier), it is included in the available stock and also in the approved limit, if so defined in the settings of the program parameters.
• Finished - Used in orders that are only partially dispatched, and the non-dispatched part is being reversed. These orders do not affect available stock and are not included in the value of approved limit. The program will use this data in sales order reports and when adding orders to documents. 

Once a document has been created, it can be approved by checking the Approved box. The document is now ready for further processing in the general ledger and tax records. By setting authorizations you can prevent other users from altering approved documents.

3.3. Data in the Document Header

Choose a Department from the Subjects register (the same way you selected a supplier or third party); you can also set a default department in the Document Types. The department entered in the header will automatically appear in the document's lines. To enter a department is not mandatory.

Data to fields Sell to, Currency, Days to pay, Deliver by, Text, Deliver via, Terms, Place and Payment method transfer from the Subjects register.

Enter in the Linked Doc. 1 or Linked Doc. 2 fields the number and date of documents linked to the sales order you are creating. Linked Document 1 and Linked Document 2 are available only if previously set in the Document Types. If Document 1 and 2 are not set in the Document Types for sales orders, they do not appear in orders.

In the Responsible Person and Clerk fields, enter a Responsible Person and a Clerk for the document.

3.4. Warehouse entry

The Issue warehouse constitutes a very important piece of information within the document. This is where you designate the warehouse which will issue the goods and materials in question. A default issue warehouse can be set in the Document Types, and can be altered or changed in the order.

Magnifying glass - if you click the magnifying glass a special lookup window opens. In this window, you can search and sort entered record by name and warehouse. You need to previously enter warehouse data in the Subjects register.

4. Entering lines

Using the mouse, click on the Item or Name field, depending on whether you wish to search by line or by name. Items can be found by item or by name by typing the first letters of the item or name you wish to find. The program will automatically generate a list of items based on items previously entered in the Items register.

Items can be found by using the Find Item (Ctrl+F) function.

If the item you wish to enter is not yet entered in the Item Settings, you must first enter it. Open the Items register by double clicking the Item ID or Name field to enter a new item.

When you have selected the desired item, enter the quantity in the Quantity column. All other information will be automatically entered by the program on the basis of parameters entered in the Items register, or will be calculated. Of course, you can also change the specific parameters of individual lines.

Use the  key to move between columns and the      cursor key to move to a new row.

5. Value section

5.1. Document note

Double click the Document Note field to enter notes. Text entered here will appear on the printout of the sales order.

5.2. Values

Fields marked in grey are automatically calculated by the program and cannot be changed.

6. Order report

When you have created an order, you can print it by clicking the Order button. By default the latest form of the order will be printed.

You can print another report with a right click on the Order button and choose the desired report: