Commissary uses 2 forms to complete transactions. A Sales Order is a list of things that the customer is requesting from the commissary. A Sales Order may be likened to a requisition, a request for goods, except that the Sales Order is capable of marking up the price of the goods that will be shipped.
After the Sales Order (request) is entered into the system, the user creates a Shipper form, which works much like a transfer. The goods are shipped to the parties requesting them, and a markup price is placed in the document. In FOOD-TRAK Commissary, Sales Orders are converted to Shippers and appear in the Form Selection window for Shipper forms.
A Sales Order may be created as a new document or loaded from a Sales Order template that has been previously saved. From the FOOD-TRAK Data Entry menu, go to the Sales tab and double-click Sales
The Header tab of a Sales Order contains a system-assigned Order Number (which cannot be changed), fields used to reference the ordering Customer, the Order Date, an Estimated Shipping Date, a Contact Information area, an External Document Number (to allow coordination with an external Accounts Receivables application) and a Comment.
NOTE: On the Customer drop-down list, you have the ability to select the [Any Customer] option. Selecting this option will open allow you to create generic Sales Order templates that can be assigned to specific users. These templates can then be used to place orders for one or more customers.
The Details tab of the Sales Order form allows the entry of products using options available in all FOOD-TRAK forms. Add line items using the methods available in other FOOD-TRAK forms. Note that Commissary forms only accept products; products that are not defined as ”Sold” on the General Information section of the Item Editor cannot be inserted on the form.
A Find button may be used to search for a particular product existing on the Details tab of the form.
In the Edit window, a Markup button for each line item is available if the active Markup and security permissions for the current user allow it. To change the pricing option for a line item, click the line item to select it, and then click the Markup button in the Edit window. The Markup dialog appears, from which you can select a pricing option. The Markup of other items on the list remain unchanged.
Manual Price Entry. If the Markup for a particular customer is set to Manual, Sales Orders open with the line item prices set to zero. Also, if you have security rights to do so, you can change the price of a product by simply clicking into the Price field on the Edit window and changing it. The markup option for that product is changed to Manual.
The Recalculate Prices button allows you to update pricing on a form. For example, if you have added items to a form and saved it for a week, pricing for the items may have changed. When you open the form at this later time, click the Recalculate Prices button to reset the pricing of each line item to their present levels.
Currency Rounding Note: Dollar values will display as four decimal places in the Price & Cost fields on Sales Order and Shipper data entry forms as well as when displayed on a printed Sales Order and Shipper forms and on the Shipper Recap report. FOOD-TRAK will round to two decimal places in the Extension column of Sales Order and Shipper forms as well as on reports in the total/subtotal fields.