Sale Order

A Sale Order (S.O) is a document generated by a seller for its internal use in processing a customer order. The document essentially translates the format of the purchase order received from the customer into the format used by the seller.

There are two ways of adding a Sale Order (S.O) transaction in Localizebook:

1. Create Sale Order
2. Batch Sale Order

Create Sale Order

Go to create a new Sale Order (S.O) in Localizebook:

1. Go to the Customer menu.
2. Click Customer Center.

Click on button +Add in the center of the page.

1. Click on Sale Order (S.O).

Enter the basic information of sale order:

1.Customer Name: Name of Customer (required)

1. Date: Transaction date
2. Delivery Date: Date to delivery
3. Credit Term: Days of Credit
4. Currency: Select Currency
5. Salesperson: Select Sale Person
6. Memo: Describe about your transaction

2.Number: Sale Order Number (Auto form system)

1. PO Number: Put PO number from Vender
2. Address Name: Auto from customer name
3. Phone: Auto from customer
4. Warehouse: Select warehouse location
5. Sale Order status: Status Sale Order
6. Sale Delivery Status: Status of sale Delivery
7. Invoice Status: Status of invoice

3.Summary Data from Sale order Detail #4

4.Item Name: Select Item Name

1. Item Code: Auto from item
2. Description: Auto from item
3. QTY: Input Number
4. Unit Name: Select Unit
5. Price($): Auto from Item (you can modify)
6. Sale Price: Price for sale (Auto calculate)
7. Amount: Total Price
8. Discount: discount as percentage or amount
9. Grand Total: Total price before tax
10. Memo: Other remarks that relate to your sales order.

Note: The save button for saving your current transaction line. if having a new transaction you must click the save button to have a new line to make a new transaction. The button for delete the transaction line.

After filling all with your information:

1. Save & New: Save the current sale order and add another one.
2. Save & Close: Save the current sale order and close the window.
3. Close: Close: Window without saving the current sale order.