--- title: "Creating a Sales Order" canonical: "https://kb.myframeworks.com.au/space/PROSTIXV48DOC/31097130/Creating%20a%20Sales%20Order" format: markdown --- Refer to Hiding the Supplier and Branch cost for specific information about restricted Suppliers. Flag Description OrdModDelA When a customer attached to a Sales Order has been changed, the flag OrdModDelA determines if the initial delivery details entered are retained. If Flag OrdModDelA is set to 'no', then the change of the customer will see no change to the delivery details on the order. If Flag OrdModDelA is set to 'yes', then when the customer is changed, the delivery details will change to the new customer's default address. RetZeroAvg Retain the zero average cost. SopRelWrn If activated, provide a warning message at the order release stage if the branch allocated to the order is different to the branch that the device is allocated to. SopRelErr When activated, restricts the order from releasing where the order branch is different from the current user's branch. If activated, provides an error message preventing the order release if the branch allocated to to order is different to the branch that the device is allocated to. FeatureAGR Enable to control the visibility and capture of 'Agreed Value' in an Order To create a Sales Order, perform the following: 1. From the ProStix Main Menu select 'Sales Order Processing' , then 'Order Processing' , then 'New Order'. 2. Enter to the 'Customer No.' field, then type in the customer number, or select to search for the appropriate customer number. Note : If national contracts exist, from the 'Select Contract' screen, select the contract, otherwise select to proceed. 3. If the Sale is GST exempt or the Discount Group requires amending, then update the 'Order Details' screen, otherwise select to continue. 4. Select the appropriate Despatch Method via the ' Despatch Method' screen. 5. Update the 'Delivery Details' screen, then select when complete. Note : By default, the customer account address is auto-populated. 6. Type ' Yes ' to confirm the delivery date. 7. Type, scan or search for a product number from the 'Product No.' field, then select the appropriate product. Select to search as required. 8. Type in the quantity (defaults to 1), unit price or discount % if required, or select to process the product with the default values from the original Product Master File. Repeat this step for all products being sold. Note : Overriding the default unit price and/or providing a discount percentage will adjust the customers sale price. 9. As appropriate: i. Select to add a new comment when the cursor is at the 'Product No:' field. ii. Select to access the Order review mode, then select to change sales lines (that is, pricing and quantities adjustments),or select to delete sale lines. iii. Select to end the transaction. 10. If the customers record has the Agree Price Required field & the Agreed Tolerance Price and Agreed Tolerance Perc fields populated (in the Frameworks Customer Maintenance - Flags tab ) then upon exiting Product Entry, the user will be prompted to enter a customer agreed price. 11. If required, use the Options menu to update/maintain the Sales Order. Refer to the 'SOP Sales Order Options' collapsible link below for an explanation of these options.