How can I easily look up a sales order from a parts enquiry?

Sales Order Entry

If you are looking up a sales order from a parts enquiry you can now double click on that order number and the order will open in Sales Order, previously you had to write the order number down. 

Click on Back Orders. Double Click an Order number you want. Click here to see how easy this is achieved. 

If you go into Stock Item Enquiry(I-F-E), search the item by the stock code, it will provides a quick, single point of reference, stock and customer pricing screen.

Sales Order

And if you double click the “Back-orders”, it will pop up all the sales orders related to the stock code.

sales order

How do I print or cancel an existing picking slip?

How do I print or cancel an existing Picking Slip?

Picking slips are an essential part of the Sales Ordering process. They contain important information about the products such as the quantity to pick, bin location and the order number.

So what happens if you need to reprint or cancel an existing picking slip?

First, go to the Sales Order & Quote Entry menu option (D-O-T-O)

picking slip,sales order

Once in the menu option, bring up the sales order number. In this example, we will be using O1008.

picking slip,sales order

Select the “Transactions” button to bring up the Sales Order Transaction Enquiry screen.

picking slip,sales order

Once in there, you have the option to “Reprint Form” if you need to print the picking slip again.

picking slip,sales order

To cancel a picking slip, click on the “Cancel Transaction” button.

picking slip,sales order

A confirmation box will appear to confirm that you want to reverse/cancel the picking slip.

picking slip

Once you click “Yes”, there will be an entry in the Sales Order Transaction Enquiry that reverses the picking slip.

picking slip,sales order

Please note that if you have picking confirmations turned on, you will need to reverse the confirmation first before reversing the picking slip.

How do I reprice copied orders sales?

reprice copied sales orders?

The ability to copy sales orders is a great time saver in Triumph ERP. It allows the user to copy a repeat order from some time ago without having to put in the lines again manually.

With the introduction of the Reprice Copied Orders feature in Triumph ERP, the user will also have the added convenience of having a copied order automatically repriced to bring it in line with current prices.

To turn this feature on, the user would need to go into Sales Order Entry Control (S-S-X-O) and enable the Reprice Copied Orders flag.

reprice copied orders

There are 3 options to choose from and each option is described below:

  • Always – This will automatically reprice the sales order lines when you copy an existing order.
  • Sometimes – This will ask if you want to reprice the sales order lines when you copy an existing order. The below prompt will appear.
    reprice copied order
  • Never – A copied sales order will never reprice the sales order lines.

There is also another handy feature in Sales Order Entry that works very well with Reprice Copied Orders.

The Copy Last Order feature automatically copies the last sales order if the Debtor selected is the same as the previous sales order.

This feature can be turned on in the Sales Order Entry Control (S-S-X-O), the Copy Last Order flag will need to be enabled.

reprice copied orders

Like the Reprice Copied Orders flag, there are 3 options to choose from:

  • Always – This will automatically copy the last sales order if the Debtor selected is the same as the previous sales order.
  • Sometimes – This will ask if you want to copy the last sales order if the Debtor selected is the same as the previous sales order. The below prompt will appear.
    reprice copied orders
  • Never – Sales order will never copy the last sales order.

Note that you can always manually reprice an order at any time by using the “Re-Price” button.

reprice copied orders

How do I process picking slips from backorder processing?

How do I process picking slips from backorder processing?

Backorder processing is used to select and release back-orders for a range of sales orders via order filters. Once selected, the sales orders are posted into an order processing file via the Order Pool screen.

Do you know that you can also process picking slips while processing back-orders?

First, go to the Backorder Processing (D-O-S-B) menu option.

backorder processing

Once in the menu option, set up the selections and click “Apply Selections”.

backorder processing

Now select the sales order that you want to process and click “Add >”. In this example we will be using O1010.

backorder processing

We will then release all quantities and click on the “Process Order” tab.

backorder processing

In the tab, select “Process Picking Slips” to print picking slips when you click on “Process Order” to process the backorder.

backorder processing

How can I prevent Triumph from skipping over the stock descriptions in Sales Order Entry?

Tips & Tricks

By default, Triumph skips over the stock descriptions in Sales Order & Quote Entry.

However, you might want to change this behaviour so stock descriptions are not skipped over each time.

This can be achieved by first going into Sales Order Entry Control (S-S-X-O).

stock description

In Sales Order Entry Control, uncheck the “Skip Stock Desc.” (Stock Descriptions) flag and save by pressing the F2 button on your keyboard or clicking on the stock descriptions icon.

stock descriptions