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Sales order releases (Comarch ERP Standard, Enterprise)
Sales order releases (SO releases/SOR) are warehouse documents issued to confirm that an item has been released (to a customer). Confirming a release document reduces stock levels and values in the warehouse.
The tile [SO Releases] is available in the Back Office menu. The tile opens the list of sales order release documents generated on the Comarch POS workstation.
- [Refresh] – it refreshes the list of SO release documents
- [Add] – it adds a new SO release document
- [Preview] – it opens the preview of an issued SO release document
- [P] – it opens the parking lot, containing the list of unconfirmed SO release documents to be processed later
- [Generate Document] – it generates a receipt or sales invoice from a SO release document. Selecting the button activates the multi-select mode, allowing you to choose SO release document(s) from which the application would generate a single or collective sales document.
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The list is composed of the following columns:
- Number
- Status – available options include:
- Canceled
- Unconfirmed
- Confirmed
- Confirmed Quantity Total
- Customer
- Source Warehouse
- Total
- Date of Issue
- Associated Documents
The upper part of the window contains the text filter field that allows you to browse the list of SO release documents based on a document number, barcode, or customer.
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Adding a new sales order release
To add a new sales order release, complete the following steps:
- In the main menu, select [Back Office] → [SO Releases] and press the [Add] button
1. Search item… – allows you to find and add an item to the document
2. Handled By – displays the employee issuing the document
3. Item Handled By – displays the employee handling a specific document item
4. Item Details section – presents detailed information about document items and allows you to change their quantities or select a warehouse from which they are to be released
5. Item list – it contains the following columns:
- Name
- Price
- Quantity
- Value
- Warehouse
6. Customer – allows selecting a customer for the document
7. Summary – presents the overall value of entered document items
8. Attributes
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The form of a new sales order release document contains the following buttons:
- [Park] – saves the document, enabling you to process it later
- [Confirm] – prompts you to confirm the completion of the document item addition and confirms the entire SO release document
If you select a customer and the document already contains items, a message appears asking if you want to recalculate the document according to the customer’s settings.
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After you select the [Confirm] button on the SO release form, the application displays a message, prompting you to confirm the release of all the added/scanned items.
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Preview of a sales order release
To preview a sales order release document in Comarch POS, select the [Preview] button from the list of SO releases.
- Items and their quantities
- User responsible for the document
- User(s) responsible for particular document items
- Document warehouse from which each item has been issued
- Customer
- Document summary
- Date of issue
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Parking a sales order release
The form of a new SOR document allows parking the document to complete it later.
The list contains the following columns:
- Number
- Status
- Customer
- Source Warehouse
- Total
- Date of Issue
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The list of unconfirmed sales order releases contains the following buttons:
- [Delete] – deletes a document from the parking lot (that is from the list of unconfirmed documents)
- [Continue] – opens a document, allowing you to edit it
- [Refresh] – refreshes the list of sales order release documents
- [Add] – allows you to add a new sales order release document
Generating a document based on a sales order release
The list of sales order release documents contains the [Generate Document] button. Selecting the button activates the multi-select mode, allowing you to choose release document(s) from which the application would generate a single or collective sales document.
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If one of the criteria for the collective generation of documents is not met, Comarch POS displays an appropriate message.
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To simplify the process of generating sales documents, it is not possible to add or delete document items to/from an invoice or receipt generated from a sales order release document.
In a generated sales document, you can modify document item prices, but cannot modify item quantities.
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Generating sales order release documents from the customer form
In the customer form preview, you can find a button [Add SO Release]. Pressing the button opens the form of a new sales order release document to be generated for the previously selected customer. This feature is especially useful when you need to quickly release items to a customer. Since the button is located on the customer form, the application automatically fills in the customer data in the new sales order release document.
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