M5-SO-Simple Sales Order

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Contents

Synopsis

This enhancement provides functionality that will allow you to set up and use Simplified Sales Order for point of sales operations.

Installation, Setup & Usage

Installation Requirements:

Prior to running this application, you will need to have the appropriate version of Sage 500 installed. (Various versions of Sage 500 are, or can be, made compatible. For more information please contact BlytheDev). It is recommended to have a complete and tested backup prior to installing any application on your Sage 500 platform.

Reinstalling or Installing an Update:

You must first uninstall any custom (non-Sage) client/server installs via “Add and Remove Programs”. This will not uninstall any database objects, but will permit the update install to run its SQL package to update the necessary database objects. Once the previous install has been removed, you may then run the new client and server installs.

Components to the Installation:

1. Server Installation – This adds the database stored procedures and tables required to run the integration. Run the Install Shield on the Sage 500 database server.
2. Client Installation – This is used to install the client components of Sage 500. Run the Install Shield Application on each appropriate workstation that the enhancement will run.


Task Setup:

The Simplified Sales Order task will need to be added to your Sage 500 desktop for this enhancement.

1. Starting from your Sage 500 desktop, go to the Sales Order > Activities folder then right click and select “Create New Task.”
2. When the context menu appears, select MAS 500 Task
3. For Module select Sales Order and for MAS 500 Task select Simplified Sales Order - Blytheco then select OK.
4. The Simplified Sales Order - Blytheco task will now appear in your MAS500 task menu.


Using This Enhancement

Start Day / End Day Button

1. Launch the new Simplified Sales Order - Blytheco task and the new Simplified Sales Order form will load.

Simple Sales Order


2. Click the Start Day button that appears on the lower right side of the form.
3. Click the Start Day button
4. The system records the Current date, the User ID and the Company ID for the current user.
5. The Start Day dialog appears and you may now enter your Beginning Balance.
6. Enter a positive numeric value in the textbox then click on the Accept button to accept.
7. Your beginning balance for the Current date, the User ID and the Company ID has been recorded and you will be returned to the main form.

Simple SO Start Day


8. Note, the Start Day button has changed to display End Day.

Simple SO End Day


9. You are now ready to process sales orders. The cash drawer will keep a running tally of all of the sales order payments processed by the user currently logged onto the selected company for the current day.
10. Click on End Day button

Simple SO Cash Drawer Report


11. The Cash Drawer Report dialog appears. You may choose to Print or Preview the current cash drawer payment report or you may select Cancel to exit out of the dialog.
12. To see your current Cash Drawer report for the day, select Preview.

Simple SO Sample Cash Drawer Report


13. The Cash Drawer report will show who the report is for, the date, the beginning balance, all payments grouped by the tender type and the current Ending Balance.
14. Close the form to return to the main Enter Simple SO form.
15. The Cash Drawer button will continue to display End Day until the business date is advanced to a next business date.

Entering Sales Orders & Payments

1. To begin a new sales order select the Next Number button then enter your customer and all of the necessary header and line level information as normal.
2. Enter a line item and the desired quantity.
3. Go to the Payments section to enter a Cash, Check or Credit Card payment

a. You may enter a full or partial payment.
b. You may continue without entering any payment information.
c. You may enter a combined payment made up of 1 or all 3 tender types (Cash, Check and/or Credit Card).
d. If you enter a Check, you must also enter a value for the Check #.
e. If you enter a Credit Card, you must also select the type of credit card and enter the Auth Code for the transaction.


Complete Order Button

When you are ready to process the sales order, select the Complete Order button.
1. The system will begin to validate the data and process the transaction.
2. If payment information is missing, the system will stop processing the transaction, raise a warning and back out any necessary information.
3. If there is not enough item quantity to complete the order, the system will stop processing the transaction, and back out any necessary information.

a. Orders that do not have enough quantity (such as backorders) will need to be processed via native sales order.

4. When the processing is successfully completed, you will regain mouse control and the Sales Order status will be updated to Closed.
5. All payment information that was process as part of the transaction will be updated on the Cash Drawer report.

a. Select the End Day button.
b. Your transactions payment reference will appear as a combination of the Sales Order number and the tender type. For example: CC00000424-CR would be a credit card payment for sales order 424.


Simple SO Sample Cash Drawer Payment Report


Print Options

There are 3 printing options that appear in the Printing section at the bottom of the Enter Simplified Sales Order form. If one or combinations of these Print options are selected when the Complete Order button is selected, the system will print the resulting document when the transaction is processed successfully.

• Ack Form: Select the Ack Form checkbox if you want the Sales Order Acknowledgment form to be printed when the sales order transaction is processed.
• Pick List: Select the Pick List checkbox if you want a Pick List to be printed when the sales order transaction is processed.
• Invoice: Select the Invoice checkbox if you want an Invoice to be printed when the sales order transaction is processed.


Required Documents

When a customer is set up in Maintain Customer, they may have Required Shipping Document options enabled on the Sales Order tab.

Simple SO Maintain Customers


  • If a customer’s maintenance record has the Bill of Lading, Shipping Labels, Pack List, and/or Pack List with Contents options enabled, then sales orders for this customer will need to be processed via the native Enter Sales Orders and Quotes task. When the customer is entered into the Simplified Sales Order form, the system will check to see if any required documents are enabled. If any one of the above mentioned options are enabled, you will see a message appear at the bottom of the form indicating that the customer has required documents and the Complete Order button will be disabled.


Simple SO Customer Reqmts


  • If a customer’s maintenance record has the Invoice option enabled, sales orders for this customer may be processed via the Simplified Sales Order task. When the customer is entered into the Simplified Sales Order form, the system will check to see if any required documents are enabled. If the Invoice option is a required shipping document for this customer, you will see a message appear at the bottom of the form, the Invoice checkbox will be selected in the Printing section but the field will be disabled (you will not be able to uncheck the box) and the Complete Order button will continue to be accessible.


Simple SO Customer Reqmts Inv


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