Overview
The Sales Order is used when Clients order from Stock (Inventory Parts or Material). When Parts or Material are entered into the Sales Order and the order is saved, an allocation is recorded against the Part or Material to enable tracking and management of inventory levels. Sales Orders cannot be used to record labour times or job costing.

Create a New Sales Order
From the OPTO ribbon, select the ORDERS tab and click on the ‘New Sales Order’ icon. In the Client Code field, enter the client code or press <F2> and select a Client from the pop-up list then click on OK. Press <TAB> to generate the details for that Client. Click in the Client Order No field and enter the Client’s purchase order number. Press <TAB> to advance to the next field, the Emp No field is automatically generated with the employee number. The Div and Sales ID fields are optional and can be set-up to be fill automatically, or press <F2> and select an option from the pop-up lists then click on OK.

Materials and/or Parts are added to a Sales order, by clicking in the T column and typing ‘P’ (Part) or ‘M’ (Material) then press <TAB> to advance to the Part Code column. Type in a prefix of the required item code and press <TAB> to display a list of codes beginning with that prefix or press <F2> and select part or material from the pop-up list and click on OK.

NOTE: Alternatively, search functions can be used to add parts and/or materials –

Materials Search: Add ‘M’ to the T column, then use the following search strings in the Part Code Column.

1. ABC to select materials beginning with Material Code ‘ABC’ from ‘Popup list’.
2. >XYZ to select materials with a Supplier Material Code containing ‘XYZ’
3. >> Dexion to search by the Supplier Material Description that contains the word ‘Dexion’
4. /Flat to search the Material Description containing the word ‘Flat’
5. ?10 to search for materials belonging to Material Group ‘10’

Parts Search: Add ‘P’ to the T column, then use the following search strings in the Part Code Column.

1. ABC to select parts beginning with Part Code ‘ABC’
2. /Flat to search the Part Description containing the word ‘Flat’

Part and Materials from a quote can be converted into a Sales Order directly from that quote by entering the quote number in one of the Quote fields, or press <F2> when in the Quote field and select the quote number from the pop-up list, and then click on OK. Click on the ‘Link Quote’ button (circled below) and select the parts from the ‘Quoted Parts’ pop-up list and click on OK. A maximum of 2 quotes can be added to a Sales Order and the USER can select all or some of the items from the quotes.

Enter the Due Dates for the items and press <F9> to save the Sales Order. An email Order Confirmation and print Planning or Factory slip prompt may appear, depending on parameter settings.

Opto Software Pty Ltd
Updated: 13/02/25