1. SO Inquiry

At any time, you can find an order in the system by going to the Sales Order Enquiry page and search for an order. 

 

- Click on the Inquiry button in the left column 

- Enter any of the fields with relevant information to find a SO. 

- A new dialog box will appear for user to view the sales order details.

- The tabs available in this view are as follows:  

# 

Tab Name 

Description 

1 

Overview 

Displays salient points of order for Sales team’s quick and easy reference. Also contains action boxes to  

  • Close Sales Order 

  • Change Urgency  

2 

SO 

This is the Sales Order tab. Click on this to see specific information related to the Sales Order. Also contains action boxes to 

  • Edit Sales Order 

3 

Balance 

The Balance tab displays current balances and kick-back quantities. 

4 

Approvals 

The Approvals tab displays all approvals for this sales order, including cancelled approvals. 

5 

Customer 

Customer information tab.  

6 

Distributor 

Distributor information tab 

7 

PO 

Displays PO# and area for Sales team to add in remarks 

8 

History 

Displays a table which shows all the actions that have been done on this sales order. 

9 

PS 

Displays all the detailed picking slip and lorry information. 

9 

DO 

Displays a table of all delivery orders that have been created under this sales/purchase order. 

10 

Issues 

A facility to capture any issues which may arise for each particular order 

11 

Complaints 

A facility to capture any complaints made by customer/distributor 

2. DO Inquiry


 

  • - Click on the Inquiry button in the left column 

  • - Enter any of the fields with relevant information to find a DO. 

  • To search debtor, navigate to Inquiry -> Distributor Inquiry 
  • User can search for debtor by using search parameters as below: 

  • - Code 

  • - Debtor Name 

  • - Tier  

  • User can also click on the bar next to Any Address Line or the bar next to Select Company. 

  • A new dialog box will appear for user to view the delivery order information.
  • The tabs available in this view are as follows:  

# 

Tab Name 

Description 

1 

Delivery Order 

Displays all the delivery order information including quantity information.  

2 

Customer 

Allow to view specific information related to the Customer. Also contains action box to 

  • View History

3 

Distributor 

Distributor information tab. 

4 

Transporter

Transporter information tab. 

5 

Lorry

Displays all the detailed lorry information including no of picking slips. no of delivery orders, no of transfer advices and etc.

6 

PO

Displays all the messages that have been submitted for this purchase order. Also contains action boxes to

  • Preview Purchase Order
  • Preview Confirmation Note

7 

SO

This is the Sales Order tab. Click on this to see specific information related to the Sales Order. Also contains action boxes to 

  • Edit Sales Order 

8 

Costs

Displays all the prices, discount and costs.

9

Discounts

Displays a table which shows all the rebates that have been applied on this particular delivery order.

10

DO 

Remarks

Displays the delivery order remarks.

11 

DO History

Displays a table which shows all the action that have been taken on this DO.


3. Distributor Inquiry

  • To view debtor information, user has to select at any debtor name. 
  • A new dialog box will appear for user to view the debtor information. 

 

  • Under "Branch Debtor Management" tab, user can edit the particular debtor information.
  • User needs to click on the green color icon which is next to "AC0100" under Code column.
  • A new page will appear for user to edit the debtor information.
  • User can edit the debtor information under "Debtor Info" tab or edit debtor address under "Debtor Addresses" tab.
  • Click on "Update Debtor" button to save the changes.

4. Location Inquiry

  • To view location details, navigate to Inquiry -> Location Inquiry. 
  • Select at any location name. A new dialog box will appear for user to view the location information. 

 

  • User needs to click on “View Changes” button. 

 

  • A new dialog box will appear for user to select the available products for location. 
  • Click on “View Changes” button again after finished selecting the product name. 

 

  • A new dialog box will appear for user to view the changes of selling price. 


 

  • User can search for location by using search parameters as below:

  • User can search for debtor by using search parameters as below: 

    - Country

    - Region

    - Sub Region

    - State

    - District

5. BG Inquiry

  • To view details of bank guarantee, navigate to Inquiry -> BG Inquiry. 
  • User has to select at any debtor name. 

  • User can search for debtor by using search parameters as below: 

    - Bank Guarantee#

    - Debtor Code

    - Debtor Name

    - Bank Name

    - Expiry Date

 

  • A new dialog box will appear for user to view the details and history of bank guarantee.