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Sales Orders - SOR Sales Orders

For clients with SOR payment terms, a Delivery Note is created for all units sent, with a supporting invoice to request payment of the shipped goods. The store owns/ partially owns the goods, then credit notes +/ return authorisations are raised for unsold goods.

Consignment orders will be managed differently as you will own the stock until the goods are sold. When consignment orders are created in Zedonk this will reflect accordingly in your inventory. For support with managing consignment orders in Zedonk.

Ensure that an SOR Order Tag is created in your system settings

For more information on how to create Order Tags

Select [+New Order], select the 'Wholesale' Type, and your required Customer

Within the order, assign the SOR Order Tag

Create a Delivery Note when you ship the order to your Customer

For more information on how to create a Delivery Note

From the Delivery Note, raise an invoice for the Shipment

For more information on how to create an Invoice

to mark the invoice as paid.

At the end of the agreed Sales window. Once aware of the unsold quantities, raise a credit note for these goods:

For more information on how to create a Credit Note

You can assign a relevant credit note tag for your SOR returns. To create the Credit Note Tag

Dictate the unsold quantities you are crediting the SOR store for on the 'Products' Tab

If you have the inventory module, you will have the option to return these units back to your product stock inventory from the credit note directly, by clicking the 'Back to Stock' option on the 'Products' tab.

Raise the Return Authorisation for the goods you intend to receive back from your SOR customer

For more information on how to create a Return Authorisation.

Standard Clients: Once the return has been received, you can mark the quantities as received

Inventory Clients: Once the return has been received, you can mark the quantities as received and back to stock

For more information on Received Quantities & Back to Stock

Run a report for an overview of all SOR Orders

REPORTS>SALES>ORDER PRODUCT SIZE SOR/CONSIGNMENT

Open the report and remove the default 'Consignment' filter in the 'Order Type' column, then filter by the SOR ORDER TAG you created in the 'Order Tag' Column

Click DISPLAY REPORT
Now you will only see the SOR orders. Filter/group by clients and/or export to excel.

The report is detailed by STYLE/FABRIC/COLOUR/SIZE ( not visible on this screenshot)

1. Quantity on Sales Order.

2. Total Quantity on Delivery Note.

3. Total Quantity on Invoices

4. Total Quantity on Return Authorisations

5. Total Quantity sitting at Customer = Delivered less Invoiced less Returned = Customer Pending Qty

6. Unit Wholesale Price - you can calculate value of total stock still at customer

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Sales Orders - SOR Sales Orders

REPORTS>SALES>ORDER PRODUCT SIZE SOR/CONSIGNMENT

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Sales Orders

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