Exact MAX Training
How to Process a Sales Order in Exact MAX
Basic Sequence:
- If Part Sales information does not exist (Pricing) – add it.
- Create Sales Order
- Print Sales Order and Acknowledgement Forms
Procedure
1) Log into MAX
2) In System Manager > Customer Tab > Sales Order Processing
3) Add Part Sales Data:
a. Activity > SOP Data > Part Sales
b. Click Quantity Price Breaks
c. Enter Price
d. Update any other fields needed for the parts you are selling in this area.
4) Add Sales Orders:
5) From the menu click Activity > Order Entry
6) From the menu click Sales Order > New > Customer Order
7) MAX prompts for Customer – select Customer by clicking the magnifying glass.
8) Now add all the Header details. If you mouse over the header fields you will see some allow you to double click and browse. i.e. Ship Via and Terms and so on.
9) Add Line items – enter quantity and part
10) Next, click the print icon from the icon menu items this activates the Sales Acknowledgement print option.
11) Make the desired selections for printing the acknowledgement. Select the correct orientation (Portrait or Landscape) and if you have special a special report file other than the default then enter the file name. Otherwise just use the default.
12) If you want to then print the Sales Order then select Reports from the module menu and select Sales Order. Note that the Acknowledgement has pricing data and the sales order does not.