Sales Order:-

When the customer placed in a request to supply the items for

his required items is known as “Sales Order”

Process:-
Purchase Order
1) “PO” → Alt +F4
2) Purchase order outstanding
3) Receipt note → Alt + F9
4) Rejection out → Alt + F6
5) Purchase bill pending
6) Actual purchase voucher
7) Purchase Ledger
8) Supplier Name (Sundry Cr)
Sales Order
: “SO” → Alt +F5
: Sales order outstanding
: Delivery note Alt + F8
: Rejection in → Ctrl + F6
: Sales bill pending
: Actual sales voucher
: Sales Ledger
: Customer Name
(Sundry Dr)

Learning Process:-
♦ Create a company
♦ In GWT press “F11”
♦ Select “Inventory Features”
♦ Enable following features using “YES”
• Maintain stock categories
• Allow purchase order processing
• Allow sales order processing
• Use tracking numbers
• Use Delivery notes
 →Press “Ctrl + A”
♦ Get back to GWT
♦ Select “Inventory Info”
♦ Create following one after one
• Unites of measure
• Stock Groups
• Stock Category
• Stock Items {without opening stock}
♦ after creating above particulars get back to GWT
Step:-1)
Note: - From the below steps it is regular process
♦ In GWT select “Order Vouchers”
♦ Press “Alt + F5” for “Sales Order”
Party`s a/c name : Specify Customer to whom we place the order
Order no : Specify order no {It should start with “SO”}
Sales Ledger : Sales A/C
Item name : Product name which we place
Qty : Specify the Qty
Rate : Specify the rate
♦ Fill the particulars as required and accept the voucher

Step:-2)
GWT → Display → Statement of Inventory → Sales order
outstanding → Primary / Stock item (Press Enter Twice)

Step:-3)
♦ View Sales order outstanding and get back to GWT
♦ Select “Inventory Voucher”
♦ Press “Alt + F8” for Delivery note
♦ Party`s a/c name : Select the Customer name to whom we
Placed the order
♦ Select the order no
♦ Press Enter until accepting it
Step:-4)
♦ In GWT select “Inventory Voucher”
♦ Press “Ctrl + F6” for rejection in
♦ Select customer ledger to whom we return the damage items
♦ Select customer address
♦ Select the item to be return
♦ Specify the qty which we return
♦ Press Enter key until accepting
Step:-5)
GWT → Display → Statement of Inventory → Sales Bill Pending
Step:-6)
♦ View Sales Bill Pending and get back to GWT
♦ Select “Accounting Vouchers”
♦ Press “F8” for “Sales Voucher”
♦ Party a/c name:Select the customer name to whom we placed the
order
♦ Select the Delivery note no
♦ Select the Sales order no
♦ Press Enter until accepting it

Credit Limit:-
This is the feature which is used to assign the credit limit to the
customer.

Process:-
♦ Create a company
♦ Press “F11” select “Accounting Features”
♦ Select “YES” to maintain “BUDGET & CONTROL” Then press
“Ctrl + A”
♦ after assigning the feature get back to the GWT
♦ Select “Accounts info” menu select “Ledger” & Create default
ledger for “Sales & Customer”
♦ after creating ledger get back to the ledger menu
♦ select “Create Limit” select “Sundry debtors
♦ Assign the credit limit to the customer
♦ after assigning the credit limit to the customer get back to the GWT
♦ Select “Accounting Vouchers” make a credit sales transaction to
customer with more than credit limit