Creating & Processing Repeat Sales
This lesson will show you how to set up a repeat sales order for a customer, this is used when a customer wants a particular item on a repeat basis
Create the Transaction
1. Select Sales
2. Select Repeat Sales
3. Select Add
4. Select SORD (or other transaction type for repeat invoices etc)
5. Select OK
1. Type in Account code or name
2. Select Customer from List
3. Select OK
As per a normal sales order
1. Select Add Line
2. Enter Product Code
3. Enter Quantity
4. Enter Agreed Price
5. Confirm to save
Repear steps 1-4 for additional Lines
Setting Up the Ordering Schedule, Very Important!
1. Select Schedule
2. Enter in Start Date
3. Enter in next due date, when setting up this is the same as the start date, as you process the order this date will change
4. Enter in End Date, if you dont know when this will end, pick a date well into the future
5 & 6. These are used in conjunction with each other, in this example the schedule is to run every 1 Week, you can change this to whatever schedule that the customer requires
7 Confirm to Save
The order is now setup
Processing the Orders
1. Select Sales
2. Select Repeat Sales
3. Select Due this Week
4. Highlight All Transactions
5. Select Process to run
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