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This text refers to program version 4.0  

Entering a Sales Order

In the Sales Orders module, select 'Sales Orders' from the Registers menu, or click the [Orders] button in the Master Control panel.

The 'Orders: Browse' window is opened, showing Orders already entered.

Orders are shown sorted by Order Number: this can be changed by clicking on one of the other column headings.

Also shown are indications that an Order has been shipped or invoiced, and the Customer number and name. A dash in the Invoiced column means that the order is filed, but that no further action has been taken. The Order may not be invoiced before a Delivery has been made and approved. If a partial Delivery and Invoice has been made from an Order, the Invoiced column will gain a tick while the Delivered column will be blank, signifying that Invoicing is up to date for the Deliveries made so far, but that the Order has not been completely fulfilled. The Cl. column shows the Order Class.

The functions on the Operations menu are described here.

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.

Hansa provides several shortcuts to simplify your work with entering Orders. You may for example enter the current date into a date field with the 'Paste Special' function. This function can also be used to simplify the entering of Item Numbers, Customer Numbers, Payment Terms etc.

!	You are not bound by the values suggested as defaults by Hansa. For most fields you can change the pre-set values into something that suits you better. Changes made here are valid only for this particular Order.

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

When the Order is complete, click the [Save] button to save it. The screen title changes from 'Order: New' to 'Order: Inspect'. Until the Order has been saved, Deliveries cannot be made.

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