Sales Order View Transaction

The Sales Order View is the full record of an order after it has been created. It shows the header, customer and delivery details, line items with how much has shipped, connected delivery notes and payment allocations, and it is where you drive delivery, payment and work orders.

Where to find it

Open any order reference from the Sales Orders List.

Header

Field	Description
Reference	The auto-generated reference for the order.
Ordered On	The date the order was placed.
Due Date	The requested delivery date.
Sales Man	The salesperson assigned to the order.
Sales Area	The region associated with the order.
Created By	The user who created it.
Created On	The exact date and time of creation.

Prepaid Order Details

This block appears only for prepaid orders.

Field	Description
Required Pre-Payment	The prepayment amount that must be collected before delivery is allowed.
Non-Invoiced Prepayments	Prepayments received but not yet invoiced.
All Payments Allocated	The total payments fully allocated to the order.

Customer Details

The customer name, contact information and registered address, taken from the customer and branch records.

Delivery Details

The delivery address, shipping company and comments recorded on the order — where the goods are going and how.

Line Details

Column	Description
Item Description	The item ordered.
Quantity	The quantity ordered.
Unit	The unit of measure.
Price	The price per unit.
Discount	Any discount applied to the line.
Item Tax Type	The tax type applicable to the item, for example GST 18%.
Total	The line total after price, discount and tax.
Delivered	How much of that line has been delivered to the customer.

Delivered against Quantity is the fulfilment picture for the order. Any gap is stock still owed to the customer.

Delivery Notes

Next to Line Details, the Delivery Notes tab lists every delivery raised against this order.

Column	Description
Delivery	The delivery note number, clickable through to the delivery.
Order	The linked sales order number.
Delivery Date	The date the goods were shipped.
Due By	The expected or due delivery date.
Delivery Total	The value of goods on that delivery note.
Status	The current status of the delivery note, such as Invoiced.
More	A dropdown with further actions on that delivery.

Allocations Tab

An overview of payments received and how they have been applied to this order.

Column	Description
Type	The kind of receipt, for example Customer Payment.
Reference	The reference of the payment receipt.
Date	When the payment was received or recorded.
Total Amount	The full amount of the payment.
Left to Allocate	How much of that payment is still unapplied.
This Allocation	The amount from that payment applied to this order.

Actions

Action	What it does
Edit	Update quantities, prices, dates, customer details or items.
Delete	Permanently remove the order. Only possible while nothing has been processed, delivered or invoiced.
Delivery	Create a delivery note from this order, if quantity remains to deliver.
Print	Print the order confirmation, pick list or packing slip.
Email	Send the order details or PDF to the customer.
Share Link	Generate a secure shareable link to the order.
Payment	Record a customer payment or prepayment. Appears only for prepaid orders.
Prepayment Invoice	Generate the prepayment invoice for the required amount.
Work Order	Start production, where the order contains a manufacturable item.

Notes

The Super Admin can hide Edit and Void from other users through permissions.
This screen changes with the add-ons you have installed. With the Approval add-on enabled, an extra tab appears showing the approval detail for the Super Admin.

Direct Sales Order — create an order
Sales Orders List — find orders
Order to Delivery — ship against the order
Sales Delivery View — the next document
Allocations — apply payments

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