Creating a Sales Order
- To create a Sales Order, click the Sales Order button, located at the top of the program. This will pull up a 'Enter Order' tab below the button tool bar.
- For all new SOs, hit the 'New' button, located below the order tabs.
- If you are looking for a current order, click the magnifying glass associated with the Order # bar and look up your SO
- Then, click the magnifying glass associated with the 'Customer' bar, and select your customer type.
- This is where you will either pick an LGA customer, or input a company that's already in our system (Northern Tool, Rack N Road, RV Upgrades, etc.)
- For LGA Customers, we have these options to pick from:
- LGA Customer- CO (Colorado orders outside of Colorado Springs)
- LGA Customer- CO Local Not City (customers in CO, but not in a city tax
- LGA Customer- OS
- LGA Customer- WALK-IN
- LGA Outdoor Amazon (FBA/Seller)
- Once the customer type is set, you will start inputting information from the Purchase Order (PO).
- Re-Sellers usually have some of this info saved in our system, but ALWAYS double check that information is correct and accurate.
- The information you need to look for with any PO (LGA customer or retailer) are as follows:
- Purchase Order # (PO#)
- Reference (Ref)
- This is where we put the account number that we'll use for shipping charges (LGA# for us, the customer/retailer account number, or the Freight service we'll use (TForce Freight more than likely)
- Billing Address
- Shipping Address
- Contact
- Customer Name
- Phone Number
- Email Address
- Terms (Prepay, or specified Net Terms from retailer account)
- Ship via (Prepaid, Collect, Third Party, etc.)
- Collect- Customer/Retailer is paying for shipping costs, AND having it delivered to their address
- Third Party- Customer/Retailer is paying for shipping costs, BUT is having it drop-ship to their customer
- Prepaid- LGA is paying for shipping costs and shipping to our customer (Some retailers will have us pay for shipping and we charge them on their invoice, unless terms specify)
- Service (Shipping Carrier)
- USPS (Priority Mail, USPS Postal)
- FedEx (2-Day, 3-Day Air Saver, Ground, Next Day)
- UPS Ground
- Requested Ship Date
- Purchased Items and quantity (SKU# is used to find products in our system)
- We have items that ship from various warehouses (CO, MI, WA, IN-ID) and make sure the warehouse on the SKU and the 'Shipping' section (tab located below Customer bar) match.
- All of this information will be input in the 'Detail' section of the Sales Order. Once it's all filled in, click on the 'Shipping' section and make sure that it mentions all the warehouses that we'll be shipping product from.
- Next, click the 'Payment' section, and input the payment method
- click the pull down tab for 'Type' and select the method of payment
- ALWAYS make sure the payment amount and sales order balance match.
- Any orders that do not match payment will have a red number and a hazard sign
- In the Number bar, you will add the date of when payment was taken (January 22, 2022 is input like 012222). If they paid with a credit card, just the date. If it was PayPal or eBay, you will input PayPal012222, or eBay012222.
- Amazon Seller payments are left blank, and payments are taken from Accounting.
- Back in the Detail section, under Shipping Instructions, you will place the tracking number of the package(s).
- Depending on the carrier, you will specify which carrier, and use a dash to place the tracking number
- FedEx-
- UPS-
- USPS-
- TForce PRO#-
- If items are shipping from multiple warehouses, I will add the warehouse letter with it
- FedEx CO- ; FedEx MI- ; FedEx WA-
- Depending on the carrier, you will specify which carrier, and use a dash to place the tracking number
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