Sales Subsystem-Sales Order
Article Directory
0. Preface
The article has been summarized and sorted out by personal experience. If there are any deficiencies or lack of function points or expression errors, please correct me in the comment area. I will make changes and updates in time! ! ! ! !
1. Definition:
A sales order refers to a sales agreement signed between a company and a customer. The sales order realizes the communication between the company and the customer, realizes a customer's request for the company's goods for sale, and is also a type of sales for the company committed to.
The sales order is the first step of the substantive function of the sales management system. It receives the sales contract and passes it down to the sales and delivery. Through the maintenance and management of order information, the company realizes the planned control of sales, so that the company's sales activities, production activities, and purchasing activities are in an orderly, smooth and efficient state.
It is an order generated by the company after the customer places an order and signs a contract. The product is not out of the warehouse and will not increase the accounts receivable.
2. Document information
Explain the
master table in the form of master table and slave table : the basic information of the sales order
includes:
- Sales order number
- Sale date
- Delivery date
- Seller
- client's name
- Customer Number
- Maker
- Form date
- Auditor
- Approval Status
- Is there an advance receipt
- Amount received in advance
- Relevant document number
- Mode of transport
- Order category
- Order department
- Order notes etc.
From the table : the specific information of the sales receipt
includes:
- Sales order number (associated with the main table sales order number)
- Line number (the sales document may have multiple materials, and each material occupies one line)
- Material coding
- Material name
- Material specifications
- Material type
- Material unit
- Sales volume
- Sales unit price (you can query customer analysis, check the customer's specific credit and payment status, etc., for the company's final pricing)
- Amount
- Remarks
3. Page requirements
Buttons: add button, submit button, save button, review button, review button, delete button, add row button from table, delete row button from table, delete row button from table (buttons should be enabled and disabled with different permissions )
Form: All fields of the main table can be in the form of drop boxes/input boxes/radio buttons and other forms (some fields can be hidden according to specific operations, and the main table will not display too many complex and redundant fields)
Form: From All fields of the table are displayed in the form of a table
4. Specific operation
- Fill in the relevant information of the main form (sale date, delivery date, customer, whether or not advance receipt, advance receipt amount, transportation method, order remarks, etc.).
- Fill in the relevant information from the table (material name, material code, unit price, quantity, etc. (general material name and material code can be selected by selection, no need to fill in manually)).
- Click the submit button, the system will automatically generate the purchase order number, operator, operation time, etc.
- After being approved by the auditor, the auditor is generated, the audit status is changed, etc., and the sales order is completed.
5. List of queries
Provide a search area, you can perform multi-condition query through various query conditions (document number, customer name, order date, transportation method, related document number, document maker, auditor, review status and other fields) sales document information, display specific Document information.
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