Create a Sales Order Invoice for HighTech Effortlessly

Sales order invoice for HighTech

in Dynamics GP you can easily process sales orders invoices and customer returns let's take a look at it all these transaction types can be processed in the sales transaction entry screen let's navigate there and let's enter an order when I tab off this it's going to automatically Supply me a document number I can look up the customer tab over and I want to enter a back ID once I've entered the customer I can click on this expansion arrow and get additional information on this particular order and also the customer if I need to change the ship to address for this particular order I can select that go to this expansion window and change the information right here it will just change on this order I also have access to other information about the customer for example I can click on payments I'll get a pay and history for this particular customer in this sales order I can add as many line items as I want to so let me look up one here I'm going to add this item will automatically pull in the price from the price list in the inventory system and let's say I want to select another item I can do that as well and let's say I wanted to buy a lot of this if I don't have enough on hand this window's going to come up this is the allocation window it's going to ask me where I want to pull the amount that I don't have I have 94 available in this warehouse location I need 200 where am I going to get the additional I have these options to pull from I'm just going to back order the balance I'll do that right here and looking at the sales order there's a couple of ways to look at this I'm looking at it in a grid I have one line per line item I can open up that and see a form and here you can see that I've ordered 200 I'm going to back order 106 and 94 have been fulfilled and they are going to be invoiced I can also look at the detail line I can click on this expansion Arrow here and see all the information about this particular line I also have access to user defined Fields open that up I can use tracking numbers here for UPS or other shippers I can Define these any way I want to and these values will be stored with this particular order and they'll also flow to the invoice now I can print this order out by clicking on this icon here and I can save it and when it's time to ship I can look that order up pull it back in and generally our clients when they ship an order what they'll do is they'll transfer it to an invoice that's a signal to the system that an order an open order has been shipped so let's do that we can do this on a batch level or on a basic basic transaction level so I'm going go to actions here and transfer this I'm going to transfer to an invoice I'm going to select transfer to invoice and include all totals and deposits so let's transfer that what it's going to do is going to create a new transaction invoice transaction that invoice is linked back to the order so if I click on this expansion Arrow here I can see an audit Trail for this particular invoice you can see that it was related to this order now what I can do is I can save this into a batch what I want to do is I want to post this online real time so I'm going take the batch ID out of there and then I'm going to go to actions and post it when I post this invoice the inventory is going to be relieved for these items for those quantities and an invoice transaction is going to be created in the receivables and all the GL transactions behind those documents are going to be created so now if I want to do a customer return on that I could easily do that in the same window let's go to transaction sales sales transaction entry and this time the type is going to be a return let's process a quick return on this I'm going to look up the customer again it's going to be the same customer put that into a batch then I can look up the number here select this one and I'm going to return one in when I tab off that it's going to ask me where do I want to put that quantity I have these different quantity types that I'm tracking in inventory can put on hand that means it's going to be available for resale or if I just want to put it in a return category I can do that these quantity types are tracked in inventory and you'll see that in the quantity screens I'm going to hit okay and this is a return item so I'm putting in positive amounts here but the system knows that these are going to be negative in other words I'm going to add this back into inventory and I'm going to credit the customer for this dollar amount so when I post this it's going to create a a return and credit into the customer's receivable let's post that right now let's take a look at these transaction in an inquiry screen if I go to inquiry sales transaction by customers this is a very useful screen to take a look at a particular customer and see the activity in that account what I want to do is I want to look at just the open receivable so I can unselect work and history then let's just look at the particular date this is date that I've been working with so I'm going to read a display that and these two transactions shows up these are the invo this is the invoice that I just created and this is the return I can select that and drill back into that I get that information there I can drill back into the document number and see the order from which that came I can also look at the return if I select that record here in the inquiry screen I can drill back and see that return so you can see with the sales transaction entry screen it's easy to create quotes orders invoices and also process customer returns through that I also have a very good ability to inquiry on a particular customer and drill down on those transactions