Sales Order Activity and Linked Transactions

The Sales Order page provides a comprehensive overview of the sales order history, including the activity log and linked transactions. This page allows users to track the various activities related to the sales order and view any associated transactions, such as manufacturing orders, purchase orders, credits, and deposits. Additionally, users can manage tasks related to the sales order process. These sections are located as tabs under the sales order header section.

Sales Order History

The Sales Order History section provides a comprehensive record of all significant events and transactions associated with the sales order. Each row represents a specific activity or linked transaction, displaying relevant details such as the type of transaction, the corresponding transaction number, date, amount, status, and the creation timestamp. It includes the following columns:

1. Type: Indicates the type of transaction, such as "Deposit Applied," "Sales Order," "Deposit," "Wave," or "Invoice."

2. Number: Displays the unique identification number associated with the transaction.

3. Date: Shows the date when the transaction occurred.

4. Ref: Provides a reference number or identifier linked to the transaction, if applicable.

5. Amount: Specifies the monetary amount associated with the transaction.

6. Status: Represents the status of the transaction, such as "Applied," "Shipped," or "Partially Paid."

7. Created At: Displays the date and time when the transaction entry was created.

8. Created By: Indicates the user or system account responsible for creating the transaction entry.

The Sales Order History table enables users to track the sequence of events, such as the application of deposits, order shipment, invoicing, and other activities, providing valuable insights into the sales order's lifecycle and financial transactions.

Linked Orders

• Manufacture Orders: In this subsection, users can view any linked manufacturing orders associated with the sales order. These manufacturing orders represent the production and assembly processes required to fulfill the sales order.

• Purchase Orders: Here, users can find any linked purchase orders connected to the sales order. These purchase orders are the result of procurement activities initiated based on the sales order requirements.

Linked Credits and Deposits

• Credits: This section displays any linked credit transactions related to the sales order. Credits are issued for returns, adjustments, or cancellations, impacting the order's financial status.

• Deposits: In this subsection, users can view linked deposit transactions made in relation to the sales order. Deposits represent payments received in advance, securing the order's fulfillment.

• Customer Refund: This section displays all customer refunds associated with the sales order deposit.

Linking a Sales Order to a Credit Memo

You can associate a Credit Memo with a Sales Order to apply available credits toward the order value, ensuring accurate balance adjustments and financial tracking.

1. Navigate to Menu → Sales → Sales Order Centre and open the required Sales Order.

1. Go to the Options menu and select Link Credit Memo.

1. The linking window will open with the Sales Order number pre-filled.

1. In the Credit Memo# field, choose the credit memo you want to associate. Only credit memos belonging to the same Customer and Store will be available.

1. Enter the amount to be linked, ensuring it does not exceed the Sales Order total, and click "Link" to confirm.

To update/remove an existing link, use the delete icon next to the respective record.

After linking, the credit memo is tied to the Sales Order and will be considered during invoicing. The linked details can be viewed under the Linked Credits/Deposits section in the Sales Order.

To link a Credit Memo to a Sales Order from the Credit Memo page, refer to the section “Linking a Credit Memo to a Sales Order.”

Tasks

The Task section allows users to create, link, and manage tasks associated with sales orders. It presents a table format with task details such as task number, title, assignee, due date, status, and more, providing a comprehensive overview of tasks and their progress. This feature streamlines task management and enhances the efficiency of the sales order process.