On this tab, you can create one or more Sales Order Group. The Sales Order Group is used for grouping all of the Sales Orders, which are delivered to a specific Customer or Buyer.
NOTE: Prior to creating a Sales Order Group, it is necessary to define Sales Market, Sales Division, and Customer.
How to create a Sales Order Group
- From the Sales Order Group column, mouse-over Actions, and then select New Sales Order Group. The New Sales Order Group dialog box is displayed.
- In the New Sales Order Group dialog box, enter details for the following fields:
- Sales Order Group: Enter a name for the Sales Order Group.
- Market: From the drop-down list, select an appropriate Sales Market.
- Customer: From the drop-down list, select an appropriate Customer.
- Click on Save. The new Sales Order Group is created and displayed in the Sales Order Group table.
The following attributes are displayed in the Default view:
- Sales Order Group: Displays the name of the Sales Order Group, which can be edited/updated. Click on the Sales Order Group name, to view its Properties, and the associated Sales Orders and Line Items related information.
- Total Quantity: Displays the total quantity of sales from the Sales Order Group.
- Total Price: Displays the total price of sales from the Sales Order Group.
- Customer: Displays the name of the Customer from the Sales Order Group. Click on the Customer name, to view its Properties and Contacts information.
- Sales Orders: Displays the list of applicable Sales Orders, which can be selected/cleared. Click on the Sales Order name, to view its Properties and the associated Line Items related information.
- Actions: This column provides the Delete option to delete the Sales Order Group. For more information, refer to Generic Features.
NOTE: The editable fields are displayed with a grey triangle in the lower-right corner of the cell.
NOTE: The commented fields are displayed with a red triangle in the upper-right corner of the cell.
NOTE: The blank cell option initiates no action.
___________________________________
Pre-requisites: Define Sales Market;
Define Sales Division;
Define Customers.