Sales windows

Sales windows - overview

On the menu of Visma Net, the windows are grouped into workspace items on the left hand side of the screen.

Create transfer orders (SO509000)

This window is only available if the Multiple warehouses functionality is enabled in the Enable/disable functionalities (CS100000) window.

Customer invoices (SO303000)

In this window, you can create customer ledger documents, such as invoices, credit notes, debit notes, cash sale, and cash return documents.

Order types (SO201000)

You can use this window to view the settings of available order types.

Print/email orders (SO502000)

You use this window to print or email sales orders, depending on the order properties.

Process sales invoices (SO505000)

In this window, you can perform a variety of processing actions on multiple sales invoices and notes.

Process orders (SO501000)

You use this window to specify criteria for filtering the sales orders and then to process all of the listed orders or only selected ones.

Process shipments (SO503000)

In this window, you can select the type of processing, specify criteria for filtering the shipments, and process all of the filtered shipments or only selected ones.

Order confirmation (SO64111S)

By using this report, you can display the selected order as a ready-to-print document.

Order confirmation, right address (SO64118S)

You can use the following parameters to select the information to be displayed on the report:

Quote, right address (SO64108S)

With this report, you can display the selected quote as a ready-to-print document.

Reprint invoices (SO50501S)

You use this window to reprint invoices.

Sales invoices history by item (SO40104S)

You use this inquiry to list all the sales by item, based on all released invoices created from sales orders.

Sales by item and customer (AR40103S)

Sales invoices - overview (AR40104S)

Use this inquiry to check up the status of invoices and to get an overview of them.

Sales order history by item (SO40102S)

You use this inquiry to list all the sales by item, based on sales order lines.

Sales shipment history by item (SO40103S)

You use this inquiry to list all sales by item, based on shipment lines.

Sales orders (SO301000)

You can use this window to create new sales and transfer orders with the order types defined in the system, as well as to view and edit the details of existing sales and transfer orders.

Sales orders (SO30100S)

You can use this new window to create a new order with the order types SO, CS, IN and QT, and order types based on these order templates, as well as to view and edit the details of existing orders of this type.

Sales order list (SO40101S)

Sales order preferences (SO101000)

This window holds settings that affect the Inventory workspace as a whole, including processing, posting, and approval settings.

Shipments (SO302000)

You can use this window to create shipment documents for a sales order or for multiple sales orders of the same customer, as well as to view shipment documents that the system automatically generated for sales orders.

Shipment confirmation allocation (SO64201S)

This report displays the shipment confirmation allocation form as a ready-to-print document for the selected shipment.

Shipping terms (CS208000)

You can use this window for creating and maintaining the list of shipping terms in the system.

Shipping zones (CS207510)

You use this window to create and maintain the list of shipping zones used to calculate freight charges when your company ships goods to customers.