Creating a new sales order document <ul><li>Open the Sales management Menu </li></ul><ul><li>Click on -Sales Order- </li><...
Create a new record <ul><li>Click on the new record icon </li></ul>
Setup the sales order header <ul><li>Notice that the document No is still not final. Default values are entered for the ot...
Picking the BP for this sales order <ul><li>From the business partner search form, click the search button. </li></ul>
Select a BP from the list <ul><li>From the business partner selection list, click the radio button highlighting the curren...
Sales Header details <ul><li>Partner details are now in the sales order document. </li></ul><ul><li>Document status is sti...
Select options for the sales order <ul><li>You can set the other fields by making the right selections. </li></ul>
Saving the sales order header <ul><li>Click on the –Save- icon in order to save the current sales order. </li></ul><ul><li...
Step 2- Creating the sales order item details <ul><li>Notice that the order still does not contain any lines </li></ul>
Create a new line <ul><li>Click on –New Record- icon </li></ul>
Product selection <ul><li>Select the product to be added by clicking on the product icon. </li></ul>
Product search dialog <ul><li>From the product search form, click the search button </li></ul>
Selecting the product <ul><li>From the product selection list, click the radio button highlighting the current product </l...
Updating the item <ul><li>You can now set the quantity and even set the price in this window. </li></ul><ul><li>Click on t...
Checking the order <ul><li>Click on –Relation- icon to see the items in this order </li></ul>
Line orders view <ul><li>The list view displays all the item in the order </li></ul><ul><li>Notice the current amount in t...
Adding additional items to the sales order <ul><li>We repeat the same process for adding an item to the item </li></ul><ul...
Order in Draft mode <ul><li>Switch back to the –Order tab- </li></ul><ul><li>Notice the total lines and Grand total </li><...
Processing the sales document status <ul><li>Select the option –Complete- in order to set the document status </li></ul>
Completing the sales order <ul><li>The document status now shows as –Completed- </li></ul><ul><li>Document type changes fr...
Listing the Sales orders <ul><li>By clicking on the –Relation button, we check that the sales order we just  created is li...
Upcoming SlideShare
Loading in …5
×

Creating a new sales order in Openbravo R2.13

3,612 views
3,449 views

Published on

This is the process for creating a new sales order document for a customer. Made for Openbravo R2.13

Published in: Business, Technology
1 Comment
3 Likes
Statistics
Notes
  • Hi ,this is very good slide for study,
    can u send this slide to me its urgent my mail id is
    vikramgp178@gmail.com
       Reply 
    Are you sure you want to  Yes  No
    Your message goes here
No Downloads
Views
Total views
3,612
On SlideShare
0
From Embeds
0
Number of Embeds
36
Actions
Shares
0
Downloads
0
Comments
1
Likes
3
Embeds 0
No embeds

No notes for slide

Creating a new sales order in Openbravo R2.13

  1. 1. Creating a new sales order document <ul><li>Open the Sales management Menu </li></ul><ul><li>Click on -Sales Order- </li></ul>
  2. 2. Create a new record <ul><li>Click on the new record icon </li></ul>
  3. 3. Setup the sales order header <ul><li>Notice that the document No is still not final. Default values are entered for the other fields. </li></ul><ul><li>Select the business partner(BP) for this sales order by clicking on the business partner icon. </li></ul>
  4. 4. Picking the BP for this sales order <ul><li>From the business partner search form, click the search button. </li></ul>
  5. 5. Select a BP from the list <ul><li>From the business partner selection list, click the radio button highlighting the current BP </li></ul><ul><li>Note : if the BP is a new partner, you will have to create it in the partner window </li></ul>
  6. 6. Sales Header details <ul><li>Partner details are now in the sales order document. </li></ul><ul><li>Document status is still –draft- </li></ul>
  7. 7. Select options for the sales order <ul><li>You can set the other fields by making the right selections. </li></ul>
  8. 8. Saving the sales order header <ul><li>Click on the –Save- icon in order to save the current sales order. </li></ul><ul><li>Notice that the document No is changing to a new format. </li></ul>
  9. 9. Step 2- Creating the sales order item details <ul><li>Notice that the order still does not contain any lines </li></ul>
  10. 10. Create a new line <ul><li>Click on –New Record- icon </li></ul>
  11. 11. Product selection <ul><li>Select the product to be added by clicking on the product icon. </li></ul>
  12. 12. Product search dialog <ul><li>From the product search form, click the search button </li></ul>
  13. 13. Selecting the product <ul><li>From the product selection list, click the radio button highlighting the current product </li></ul><ul><li>Note : if the product is a new one, you will have to create it in the product window. This must be done according to current company practices. One of them being that prices are chosen on current price lists, discount schedules, etc… </li></ul>
  14. 14. Updating the item <ul><li>You can now set the quantity and even set the price in this window. </li></ul><ul><li>Click on the –Save- icon when done with this item </li></ul>
  15. 15. Checking the order <ul><li>Click on –Relation- icon to see the items in this order </li></ul>
  16. 16. Line orders view <ul><li>The list view displays all the item in the order </li></ul><ul><li>Notice the current amount in the title bar </li></ul>
  17. 17. Adding additional items to the sales order <ul><li>We repeat the same process for adding an item to the item </li></ul><ul><li>Click on the –relation- icon to switch to the list view </li></ul><ul><li>Notice the increment in the line numbers and the total amount </li></ul>
  18. 18. Order in Draft mode <ul><li>Switch back to the –Order tab- </li></ul><ul><li>Notice the total lines and Grand total </li></ul><ul><li>Notice the document status </li></ul>
  19. 19. Processing the sales document status <ul><li>Select the option –Complete- in order to set the document status </li></ul>
  20. 20. Completing the sales order <ul><li>The document status now shows as –Completed- </li></ul><ul><li>Document type changes from –New- to –Standard Order- </li></ul><ul><li>If we want to send the document to the accounting module, we will have to click -Close- button. </li></ul>
  21. 21. Listing the Sales orders <ul><li>By clicking on the –Relation button, we check that the sales order we just created is listed in the folder. </li></ul><ul><li>We can always go back to the tabs (select first the sales order) and check </li></ul><ul><li>the details for that order. </li></ul>

×