Process sales orders
Customer purchase orders are entered into the system as sales orders. Sales order fulfillment workflow depends on the organisation’s business and may involve reservation of stock for specific orders, transfers of the stock from wholesale warehouses, back ordering of the stock that is not available, purchasing specific items directly to sales orders, or drop shipments.
These topics describe the general order processing options available in Visma Net and processing options for some of the predefined order types.
Section Content
Work with sales orders (new)
About shipping rules
The shipping rules specified for a particular sales order define how the goods for the sales order should be shipped; whether they should be shipped only in full or partial shipments for the available quantities are allowed.
About sales order processing options
In Visma Net, you can control the steps required to process your sales orders, from entry to shipping and invoicing.
About invoice order processing options
An invoice order, which has the IN order type selected in the Sales orders (SO301000) window, is a special type of sales order that you create when goods requested by a customer have been shipped or delivered already.
About cash sales processing options
You create an order with the CS order type by using the Sales orders (SO301000) window when you sell items directly to the customer (with no shipping) and receive payment at that time.
About suggested sales accounts
In Visma Net, the automatically suggested sales account on a sales or customer invoice line and a sales order line can be retrieved from different fields and windows.
About suggested VAT categories
In Visma Net, the automatically suggested VAT category on lines in sales and customer invoices, sales orders, and cash sales, can be retrieved from different fields and windows.
About sales orders with allocations
In Visma Net, you can reserve stock when you enter sales orders so that the items promised to a customer can’t be shipped to another customer.
About links between sales orders and purchase orders
If your company sells items that are purchased only when sales orders for these items exist, each sales order may result in multiple purchase orders for different suppliers, and each purchase order may include items from multiple sales orders.
Create a sales order
Create a sales order with allocations
If some of the specific items require reservation (allocation) for the order, you can reserve them as described in the following instructions.
Create a sales order with reserved allocations
Create a sales order (new)
Add notes to sales order printouts
When you create a sales order document in the Sales orders (SO301000) window, you can add notes on both header and line level.
Create a shipment
You can create a shipment in the Sales orders (SO30100S) window for sales orders with the Open status and when there are order lines available for shipping.
Create multiple shipments for one order
Change customer or customer location on sales order
In Visma Net, you can change the customer or customer location on a sales order, even when it already has lines.
Change the order status
In the Sales orders (SO30100S) window, you can change the order’s status manually by changing the status directly in the status field.
Hide and rearrange columns
For each table in the Sales orders (SO30100S) window, you can select which columns to display or hide.
Update a column for all order lines
For an order with existing lines, you can change some values on all order lines at once.
Mark line for purchasing and create purchase order
You can mark a sales order line for purchasing in the Sales orders (SO30100S) window and create the linked purchase order.
Print, email or export an order
Follow the steps below to print an order, email it, or export it to Excel or PDF.