DC

Manual order entry

Live
Grangemoor University Servicessalesperson Duncan CusackOne live screen
Change customerBack to Orders
Order headerRequested and promised delivery lead; the full header sits beneath
Customer and siteGrangemoor University Services · orders ship from West FelthamRequested delivery dateThe date the customer asked forPromised delivery dateThe date the desk has promised
Full header: references, people and the remaining dates
Customer POThe customer's own purchase order referenceSalespersonAuto-populated from the account; not edited hereAssigned userWho carries this order on the deskWork descriptionTravels with the order as its delivery notesOrder dateDue dateFrom the account's payment termsDocument datePosting date
Document date and posting date are both recorded, but the exact semantics and team practice for one against the other are unresolved, so neither drives any rule here.
LinesA live table: availability, reservation, margin and value move as you type
Add a productThis customer's Approved Buying List defines what is offered; nothing off it is available to select. 0 of 8 lines.

Type a product code and press Tab or Enter to add it, then enter the quantity. You can also search by name.

ProductQuantityUnitDepotRequestedInventoryFree stockOn sales ordersOn purchase ordersReservedUnit price ex VATDiscount %MarginLine valueBudget category
No lines yet. Search the list above to add the first.
Net £0.00 · VAT £0.00 · gross £0.00 · live margin £0.00 · every line reserves in full from free stock
Budget impactLive from the lines as they stand; change a quantity and this moves with it
CategoryAllocatedUsedThis orderRemaining
Materials£9,625.01£7,836.97-£1,788.04
Consumables£9,341.92£7,606.47-£1,735.45
Machines£3,680.15£2,996.49--£6,636.34
Workwear£3,397.06£2,765.99--£4,865.73
Miscellaneous£2,264.71£1,843.99-£420.72
Woking Head Office carries a budget in the five observed categories. Remaining is the allocation less what is already spent, less the other open orders committed against it, less this order, so the impact shows while the order can still change.
Delivery and billingA simple carrier choice, inline
Preselected from Woking Head Office's own delivery default; choose another where the order needs it.
Creates exactly one order in the To process stage with Manual provenance, in the bounded session. Nothing is sent to a customer, carrier or ledger.