Sales Order Processing: A Case Study

Unit 6- The SOP (Sales Order Processing)

By the end of this lesson, the learners should be able to:

● Have a wider of the sales order procedure;

STEP UP

The previous course had taught learners on how to input the transaction details. Today, the learners are going to have a leap forward on checking the sales orders and on the great benefits of having a computerized accounting program. Added skills of competency are going to be experienced more of the learners as we advance in this unit.

Expectations

Learners are expected to do the following after this lesson:

● Pinpoint the procedure for sales order;

● Draw out the procedure on order sending;

● Disclose the steps in modifying and discontinuing the orders;

● Assess how advantageous

This activity is entered in the accounting software. This part of the software is the Sales Order Processing (SOP). The system checks for the customer’s qualifications and the availability of the items. Once these are met, the products are scheduled to be delivered to him.

For instance, Joan has a foot wear shop that is being marketed in social media and other platforms. Victor saw a good pair of shoes and ordered from her. This is being logged and processing in the SO (Sales Order) field of the computerized accounting system.

First, Joan will check for the credit eligibility of Victor through the system. If things go well, she will check if the product Victor requested is available. Then, Victor will have the schedule and confirmation of his order and the product will be sent. Then, Joan will send a Sales Invoice to request the payment from Victor.

Is the SO (Sales Order) Important?

The Sales Order (SO) gives the order details made by the customer. It is essential to know it because the company would be able to track the status and quantity of the order, and the existing balance through the computer

Select “Modules” then “Customers”.

2. Click “Sales Order”.

Here are some of the toolbar functions:

● Allocate Stock - This function distribute the products in certain orders of sales.

● Dispatch – This sends out the sales order. Details about the order being sent or sent can be written in “Dispatch Notes”.

● Amend Allocations – This function edits the details of the allocation.

● Shortfall - This function notifies the company or owner of the products that are already out of stock so that they can reorder.

● Recurring Transactions – Repeat clients usually order at certain periods of time. For example, a repeat client orders a set of items for £500 each month. This function helps out in setting up this transaction.

Aside from the toolbar functions, the “List” section provides portions that are quite helpful in processing the sales orders.

● There are options for companies to search, to clear, to delete, and to print data.

● The excel spreadsheet can be combined with the system for easier encoding.

● A past order transaction can be copied to another request for faster processing. Details are just needed to be changed if not