Sales Orders
The Sales Order window in SAM provides an overview of all sales orders linked to the selected company. It displays key information such as printing status, order number, type, order date, customer name, reference, and total amount. To view the details of a specific sales order, simply double-click on the entry, which will take you to the detailed view in the invoicing module. Here, you can access more information about the invoice and print it if necessary.
Creating a New Sales Order
- Click the Add button in the Sales Order window. This will transfer you to the Sales Order module, where you can create a new order or invoice.
- Select the Customer, Site, and Contact.
- Click on the Add/Scan Items button, which opens the item selection window.
- Enter the quantity of items required.
- Add or Scan the item, then click OK to add the selected item to the list.
- Repeat steps 5 and 6 to add additional items to the sales order.
Once all items are added, you can finalise and save the sales order, which will be stored in the system for future reference and processing.
