Configure the (sales) order process
When configuring the order process, you determine the auto numbering, add entry layouts and reports and specify values for the general settings and the entry layouts. You then specify the way in which the stock has to be checked and how you deal with any backorders.
The configuration of the sales order process begins with the entry of the order process general settings.
After this, you authorise the menu items and actions that you want to use. You hide the menu items and actions that you do not want to use in order to make the process your organisation is going to follow as clear as possible. Also authorise the entry layouts.
- Set up the order process
The configuration of the order process includes the Profit Order management general settings, the set up for auto numbering for order numbers and the addition of your own entry layouts and reports for the order process.
- Configure advance payment
The use of advance payment is an order processing method in which the sales contact first enters the order and then pays for the order after which you deliver the articles.
- Configure down payment
The use of a down payment is an order processing method in which the sales contact first enters the order and then pays a part of the order after which you deliver the articles. You have to configure this first.
- Configure stock check
You set up the stock check in the order process per item. You can set the stock check in the sales order, in the packing slip or you can specify that no stock check at all is performed.
- Configure e-mail
If you want to e-mail quotations, orders, packing slips and/or invoices to the sales contacts, you first have to configure this at several levels. You set up an e-mail server, register a sender, add a default e-mail message and specify the print method for the sales contacts.
- Collect orders on a packing slip
In principle, one order results in one packing slip. However, you can also have multiple orders gathered together on one packing slip.
- Allow the e-mailing of credit invoices via Output
As default, you can only e-mail one credit invoice at a time because a credit invoice is seen as an exception. If you want to allow multiple credit invoices to be sent when mailing invoices using the output wizard then you must first allow this.
- Authorise changes to a contact in an active order
In a completed sales quotation, cost estimate, (basic) sales order or counter/direct invoice that is still active, you can still change the sales contact. This is also possible in the (basic) purchase order in the purchase process. Configure the authorisation of this section, so that the right users have access to the required functions and data.