Overview:

The Sales Order View screen in TamilAccounting ERP provides users with a comprehensive overview of a specific sales order. This screen displays all relevant details related to the sales order, including customer information, delivery details, payment terms, and itemized line details. Additionally, users can perform various actions such as editing the order, processing delivery, sending emails, printing, and more.

Key Sections:

1. Order Details:

   • Reference: The unique reference number for the sales order (e.g., 009/2024).
   • Ordered On: The date when the order was placed.
   • Requested Delivery: The date by which the customer requested delivery of the order.

2. Document Details:

   • Payment Terms: The payment terms associated with the order (e.g., Cash Only).
   • Customer Currency: The currency in which the transaction is conducted (e.g., INR).
   • Branch: The branch from which the order is being processed.
   • Department: The department within the branch handling the order.

3. Customer Details:

   • Customer Name: The name of the customer (e.g., Karur Sweets).
   • Contact Information: The customer's contact details, including address and phone number.

4. Delivery Details:

   • Delivery Name: The name of the recipient for delivery (e.g., Karur Sweets).
   • Delivery Address: The address where the goods are to be delivered.
   • Contact Phone: The contact phone number for the delivery location.

5. Line Details:

   • Item Description: The description of the item ordered (e.g., 1010 - Dell Laptop).
   • Quantity: The quantity of the item ordered.
   • Unit: The unit of measurement for the item (e.g., each).
   • Price: The price per unit of the item.
   • Discount: Any discount applied to the item.
   • Item Tax Type: The tax type applicable to the item (e.g., GST 18%).
   • Total: The total amount for the item after applying the price and tax.
   • Quantity Delivered: The quantity of the item that has been delivered to the customer.

6. Amount Total:

   • Sub Total: The subtotal for all items before tax.
   • Included Taxes: The taxes included in the total amount (e.g., SGST, CGST).
   • Amount Total: The total amount for the order, including taxes.

Actions:

1. Edit:

   • Click the "Edit" button to modify the details of the sales order. This can include updating item quantities, changing delivery dates, or modifying customer information.

2. Delivery:

   • For standard orders, clicking the "Delivery" button allows you to process the delivery of the order. This action will generate the delivery note and update the Quantity Delivered field.

   • For Prepaid Orders:

     • If the sales order is a prepaid order, clicking the "Delivery" button will first redirect you to the payment page. Here, you need to record the payment received for the order.
     • Once the payment is recorded, a prepaid invoice will be generated, documenting the payment you have collected.
     • After the payment has been successfully recorded, the sales order can be further processed for delivery.

3. Work Order Creation (For Manufacturable Items):

   • If the sales order includes items that are manufacturable, you have the option to create a work order directly from the sales order.
   • Creating a work order for specific line items ensures that production is initiated, enabling you to complete the manufacturing process in time for the scheduled delivery.
   • This helps you manage production efficiently and ensure that the required items are ready for delivery within the specified date.

4. Email:

   • Use the "Email" button to send the sales order details directly to the customer or any other relevant party.

5. Print:

   • Click the "Print" button to generate a printed copy of the sales order for your records or for providing to the customer.

6. Share Link:

   • The "Share Link" button allows you to generate a link to the sales order, which can be shared with customers or team members.

7. Void:

   • If necessary, you can void the sales order by clicking the "Void" button. This action will mark the order as void and prevent further processing.

Additional Features:

• Choose File:

  • You can upload relevant documents or files associated with the sales order by clicking the "Choose File" button.

• Order Status:

  • The order status (e.g., OPEN) is displayed at the top right of the screen, indicating the current state of the order.

This Sales Order View screen provides a clear and concise way to manage and review all aspects of a sales order, from initial entry to final delivery. The system also supports advanced features like prepaid order processing and work order creation, ensuring that all necessary steps are taken to fulfill customer orders accurately and efficiently.