Essential Product Knowledge
This page provides a guide and column definitions for the ‘Sales Order’ window in Control Center. More information on sales order setup can be found in our ‘Sales Order’ module guide here.
The ‘Sales Orders’ section can be found under the ‘Ordering’ header in Control Center.
This section is made up of 3 panels:
For additional button functionality help, click here.
Sales order number. The format of this can be set in app settings (please contact SG Support for help setting this up), but can also be edited here if required.
The name of the customer receiving the order, this can be selected from the drop-down menu for this cell.
Use the drop-down calendar menu to select a date when the order will be delivered.
Freetext entry to assign a reference number to the sales order (buyer purchasing reference for example).
The status of the sales order. These can be changed by right-clicking the order in question and selecting a new status. These are:
Any additional instructions for this order can be entered here. These will be displayed to the WMS operator when beginning the picking process, and can be accessed during via the info button on the main screen.
The user/operator who created the sales order.
The date and timestamp of when the order was created.
If a customer is set up with multiple addresses, we can use the drop-down menu here to select which address/branch/depot etc. we will deliver the order to.
Allows use of the same drop-down menu as above to select an appropriate invoice/billing address (if not the same as the delivery address).
Automatically generated shipper number.
Shows the first item line of the order, showing the commodity code and weight. This makes it easier to differentiate multiple orders to the same customer.
Shows the broker to be used to help fulfil the order.
Shows the carrier to be used to deliver the order. Both this and ‘Broker’ above can be set up in ‘Order Info’.
A field that can be used for inputting a FOB if required. This can then be printed on a Bill of Landing and other shipping documents.
Freetext entry for any additional freight/shipping terms.
Freetext entry to specify a delivery address/recipient if the user is not fully utilising the customer address tables.
Freetext entry to enter the billing/invoice address of the carrier being used to deliver this order. This can be integrated from ERP or hand inputted and used on reports.
The seal number assigned to the order during the shipping process.
The trailer number, noted when the order is been shipped in WMS. Both this and ‘Seal #’ will be populated on arrival of the trailer and are not pre-assignable.
The code of the commodity/product to be sold. This can be selected from a drop-down menu or manually typed in. As mentioned above specific commodities can be pre assigned to customers for easy filtering of commodities.
The description of the commodity/product, populated from ‘Commodities’ once a commodity code is selected.
The quantity (weight) of the commodity to be ordered.
The cost (per unit) of the commodity/product that the customer is being charged.
Freetext entry to add any additional notes against the commodity/product to be sold.
Used with ‘Planning’, this shows the quantity of commodities/products etc. that have been scheduled for production to meet the requirements of this order.
Used in conjunction with ‘Scheduled’ above, this will show how much of the required quantity has already been produced.
The combined commodity code and description of the item being sold.
The lot number of the stock item picked for the sales order.
The weight of the lot.
The user/operator who picked that lot for shipping.
Time & date when that lot was picked.
Descriptive field to denote the state of the lot. This could be:
The supplier lot assigned to the finished good, this can often be a custom batch number entry.
The inventory pallet that was shipped.