Sale Order Creation

Step 1: Initiating the Sale Order

1. Log in to POMS Application.

2. Navigate to Sale Order Creation:

   • Go to Parts > Sale > Sale Order.
   • The system will open the Sale Order Document form.

Step 2: Entering Sale Order Details

1. Select Quote Number: Choose the quote number from the dropdown menu (if applicable).
   

2. Enter Purchase Order (PO) Number: The Purchase Order Number field is locked, and the user cannot enter the PO number manually 
   

3. Select Sale Order Type:

   • Choose the appropriate sale order type:
     • Normal: Standard sale order.
     • VOR (Verified Order Receipt): VOR Order Type cannot be selected Manually.

4. Select Branch: From the dropdown, select the branch from which the stock is to be sold.

5. Enter Place of Supply: Enter the account related to the customer for billing purposes.

6. Select Salesperson and Tele Caller:

   • The salesperson and tele caller fields will auto-populate if they are mapped in the customer master.
   • If not mapped, select the appropriate salesperson and tele-caller manually.
   • Note: Depending on system configuration, the manual selection may or may not require mapping.

Step 3: Entering Customer Contact Details

1. Select Customer:-  Enter or select the customer code from the list.
   

2. Select Customer Type:- The Customer Type will be auto-populated once the Customer is selected, so there is no need to select it manually.
   

3. Enter Customer Address:

   • Address Line 1: Enter the primary address of the customer.
   • GSTIN: Enter the customer’s GSTIN (if applicable).
   • Zip, Area, City: Fill in the corresponding postal code, area, and city.

Step 4: Click on second tab part detail and Entering Part Details.

1. Enter Part Code:-  Search for and enter the part code for the product being sold.
   

Step 5: Document Details

1. Receivables Statement:-  If applicable, attach the receivables statement to the sale order.

2. View Open Orders:-  Check for any open orders related to this customer.

3. Select Cancellation Type:- Choose the relevant cancellation type, if applicable.

4. Import File (if applicable):-  If there is any relevant file to be imported (e.g., for bulk orders), upload it.

5. Open Order Value:-  Specify the open order value if applicable.

6.  DMS Sale Order Number:- DMS Sale Order Number is the field where Migrated Sale Order Numbers reflects.

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