View Sales Orders

Navigate to the 'View Sales Orders' page.

There is two ways that you can do this. The first way that you can do this is to click on the quick action menu and select 'View Sales Orders'.

The second way is to select 'Sales' from the navigation panel and then 'Orders' and then 'View Sales Orders'.

Sales Order Number

Type in the sales order number of the sale that you are looking for.

The number will be in the top left hand corner of the job sheet. 

If you do not have the number, simply enter the customers name in the customer tab, and it will bring up all sales orders for them.

Click on the order number, to open the order. 

Sales Order Group

Select the sales order group, that the sale comes under. e.g. 'Cash' if they paid with cash, and 'Eftpos' if they paid with Eftpos, or select the account type if it is an account.

Registration 

Write the registration of the vehicle in the  customer reference box.

The registration will be written under Rego on the job sheet.

Odometer

Write the current odometer in the comments box

The current odometer will be written under 'Mileage' on the job sheet.

Puncture Location

If applicable, the puncture location should be put under product comments.

The product comments section is found by clicking on the little speech bubble at the end of the product line. 

The puncture location will be marked on the diagram on the job sheet. 

Order Warehouse

Select the branch where the job was completed. 

This should already default to the correct branch, but it pays to check.

Save and Complete 

Save the order by clicking the 'Save' button in the top right. Click the green 'Complete' button to finish the order. 

You can also just click the as it automatically saves it at the same time.

Print Invoices

If customer needs a printed copy of invoice, once the 'Completed' button is clicked, click on drop down list for 'Print' at bottom right of page. Then click on the 'Invoices' option. Open the download and click on the printer icon at top right of page. Click on 'Print' and collect the printout from the printer and give the printed invoice to the customer. 

Thank you for viewing these instructions on how to complete a sales order in Unleashed. You should now have a greater understanding on this topic.