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This text refers to program version 4.3  

Entering a Sales Order

To open the Sales Order register, first ensure you are in the Sales Support module, then click the [Sales Orders] button in the Master Control panel. The 'Orders: Browse' window is opened, showing Orders already entered.

Orders are shown sorted by Order Number. You can change the sort order by clicking on one of the other column headings.

Also shown are the Customer number and name, and indications that an Order has been shipped or invoiced, as follows:

Order Status	Delvd	Invd
not delivered or invoiced		-
full delivery created but not approved	√	-
full delivery approved but not invoiced	√
delivered and invoiced in full	√	√
partial delivery created but not approved		-
partial delivery approved but not invoiced
partial delivery invoiced		√

In the last situation, invoicing is up to date for the Deliveries made so far, but that the Order has not been completely fulfilled. An Order usually cannot be invoiced before a Delivery has been made and approved. The Cl. column shows the Order Class.

To enter a new Order, click [New] in the Button Bar or use the Ctrl-N (Windows and Linux) or ⌘-N (Macintosh) keyboard shortcut. Alternatively, highlight an Order similar to the one you want to enter and click [Duplicate] on the Button Bar.

The 'Order: New' window is opened, empty if you clicked [New] or containing a duplicate of the selected Order. In the case of the duplicate, the Order Date of the new Order will be the current date, not the date of the original Order.

FirstOffice provides several shortcuts to simplify your work with entering Orders. You may for example bring a date into a date field using the 'Paste Special' function. You can also use this function to simplify the entering of Item Numbers, Customer Numbers, Payment Terms etc.

!	You are not bound by the values suggested as defaults by FirstOffice. For most fields you can change the preset values into something that suits you better. Changes made here are valid only for the Order you are working with.

Since the amount of information stored about each Order will not fit on a single screen, the Order window has been divided into five cards. At the top of each is the header. This contains the Order Number, the Customer Number and Name. There are five named buttons ('tabs') in the header.

By clicking the tabs you can navigate between cards. The header is always visible, as a reminder of the Customer whose Order you are working with. If you have the Dual Base Currency or the Currencies, Languages and Advanced Pricing Value Packs, there will be six cards. A new 'Currency' card containing the Currency and Exchange Rate will be inserted between the 'Items' and 'Del. Terms' cards. This extra card is described here.

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