![]() This selection cannot be changed after saving the profile. For more information, see Import Profile Types. (For information on remote digital repositories, see Managing Remote Digital Repositories.) Leave empty to create an Alma (non-remote) digital import profile. Select to create a remote digital import profile. For more information on this option, see Network-Managed Records in a Collaborative Network. Imports records to the Network Zone, matching based on the Network Zone rather than the Institution Zone. Import Profile Details - Profile Details Fields Field Fields not relevant to certain profile types are noted below. On the Import Profile Details - Profile Details page, enter the following information.But, if automatic reference sequencing has been set up in Form Defaults in the Settings tab, a new reference number will be assigned.Also see Configuring the Update Inventory Import Profile. The cloned sales order will have the same date as the source sales order. The new sales order need not be identical to the previous one. While viewing a similar sales order, click Clone. Repeat sales orders can be entered by cloning previous ones. A Custom theme can be selected if any theme besides the default is active.This field appears only if an inventory or non-inventory item is selected for a line item. It can help monitor status of sales order fulfillment. Track quantity to deliver is optional.This selection applies to the entire transaction, but discount entries must be made line item by line item. When the Discount box is checked, options appear for Percentage or Exact amount.If checked, the format of the data entry screen changes, omitting the Tax Amount and second Total columns. A box can be checked to indicate Amounts are tax inclusive.Additional fields appear when some options are checked. Near the bottom of the screen are checkboxes for various options. Tax codes can be selected as applicable.Unit price is the sales price per item.Qty is where you enter the number of items being sold.Description of the line item is optional.Line items can be entered semi-automatically by selecting inventory or non-inventory items in the Item field.An optional summary Description of the sales order can be entered.The customer’s Billing address fills automatically.The quote number is optional, but assists with status tracking. If the sales order is being created by copying a sales quote, the quote number will be prefilled. If the sales order is being created manually, select from available sales quotes. The Quote number field appears after a customer is selected, but only if the Sales Quote tab is enabled.A Customer must be selected from the dropdown list.The program will search for the highest number among all existing sales orders and add 1. ![]() If the box within the field is checked, Manager will number the transaction automatically. Reference is optional and may be used for internal or external sequences.Date is prefilled with today’s date, which may be edited.In the Sales Orders tab, select New Sales Order: Manager allows sales orders to be created in four different ways: Next, be sure the customer for whom the sales order is being entered has been defined in the Customers tab. Below the left navigation pane, click Customize, check the box for Sales Orders, and click Update: Internal manufacturing or fulfillment planningĮnable Sales Orders tab and define customerīefore creating a sales order, enable the Sales Orders tab.In fact, it is not really necessary at all, but can be used for a variety of purposes: It does not involve actual provision of services, movement of inventory, or payment of money. Strictly speaking, it is not an accounting transaction and has no financial or inventory impact. A sales order records an order from a customer, usually for internal purposes.
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