ALTUM

How to create a new SOR in the system currency

SOR document is very similar to sales invoice. In order to issue SOR document user has to:

1. Open list of SOR documents by selecting proper option (Warehouse -> SOR)

2. Click [Add] button

3. Select customer which will be assigned to a document – click button [Customer] – this point is not obligatory – customer selection is optional (it’s possible to issue SOR without assigned customer)

a.     Select a group to which customer belongs and then select a proper customer

                                  i.           If customer doesn’t exist, before selection execute scenario How to add a new customer

4. Select warehouse from which resources will be released – click button [Warehouse]:

a.   Select proper warehouse on displayed list

                                    i.    If warehouse doesn’t exist, before selection execute scenario How to add a new warehouse

5. Define other basic parameters (e.g. date of issue, VAT aggregation and direction, see: Sales order release documents
6. Successively add all the elements by clicking button [Add] in menu Items

a.     Select an item by clicking [Merchandise/Service] button (analogically like it is in case of customer)

                                    i.    If item doesn’t exist, before selection execute scenario How to add a new item

b.    Select resource from which item will be sold

c.    Define quantity of items which will be sold and move it from lot to subitems

d.    Define parameters of element value calculation, e.g. user discount see: SOR -> Adding the element)

7. Save the element

8. points 5-8 should be repeated until all items are added
9. save the document as unconfirmed or confirmed