The Sales Order Transaction can be created from the web interface. The Sales Order created in the web interface will be available in the Back office and vice versa.

Menu Path: Login to GreeneStep Web Access > CRM module > Sales Order > New Sales Order or click on the New button on the Sales Order List page.

As soon as you open a new transaction, some of the field values get automatically populated based on the logged-in User, Region, Company, and the Business Rule settings available in the Back office. 

Following are the fields that get automatically populated:

• Sales Rep

• Delivery Date

• Sales Stage

• Shipping

• Payment Term

• Currency

• Exchange Rate

• Region

• Tax Region 

Once the Customer is selected, a few other field values get automatically populated and some of the already filled in field values get changed based on the Customer Master settings.

The fields that will be automatically populated/ changed are:

• Bill To Address

• Ship To Address

• Shipping

• Customer Notes

• Payment Terms

• Contact Address

• Currency

• Exchange Rate

• Region 

• Tax Region

Note: The default field values can be changed manually and the other fields that are not filled automatically can be entered manually.

• You can add the Products to the Transaction by clicking on the ‘Add New’ button.  Enter the Product Code and edit the other editable field values such as Quantity, Price, Discount, Discount percentage, Supplier, UD cost, Delivery date, and Line item Extended data if required. The Discount gets applied to the Product automatically if it is defined in Product Master or the Pricing Rule in the Back office. The discount value can be modified from the web interface if required. 

• Click on the ‘Add new’ button again to enter the next Product. After adding the 3rd Product an ‘Add item’ button denoted by the ‘+’ symbol appears at the bottom of the Product List. To add subsequent Products, click on the ‘ Add New’ or the ‘+’ button based on your convenience. 

Click on the search icon next to the Add New button to search for the Products and add them to the Transaction.

 The Add Products window opens up. Enter the text and click on the search button. Enter the desired quantity for each product and click on the select button. Once all the products are selected, click on the ‘Add’ button.

Click on the Grid view button for the Grid view of the products. Click on the same ‘toggle’ button for the List view.

Click on the Margin button in the Sales Order to open the Margin Analysis window. The Margin and Markup values of the products can be viewed and analyzed. You can also edit the values (if required) and click on Accept.

The Summary part of the Transaction gives the details such as Taxable, Tax, Non-Taxable, Total, Deposit and Balance amounts.

Click on the ‘Extended Data’ tab to enter Extended data values. Click on the ‘Attachments’ Tab to attach any file to the Transaction.

After filling in all the required data, click on the ‘Create’ button on the top right corner of the screen. 

The Sales Order will be created and the Transaction number will be automatically generated. Once the Sales Order is created, 2 more tabs ‘Receive’ and the ‘Tasks’ appear.

Receive Tab: Go to this tab to receive payment against the Transaction. The total amount to be received appears in the ‘Receive Amount’ field by default. You can receive the full amount or edit the amount. Click on ‘New Payment Method’ and select the ‘Payment Method’ from the drop down. After selecting the Payment Method, enter the other relevant fields such as reference, date etc.

Note: The Payment Method should be created in the Back office and ‘Display on Webstore’ option should be enabled for it to appear in the drop down list.

To receive the Payment using a Credit card, select the appropriate Payment Method and enter the card details. The tokenized card details can be stored in the database for future use by selecting the option ‘Save for Future Use’. The card saved will get listed under the ‘Saved Details’ section. To receive the Payment using the existing card, select from one of the options from the Save Card Details section.