📘 Sales Orders - Complete User Manual
ProductionPlannerPro - Export Management System
Version 2.0 | December 2024
📋 Overview
The Sales Orders module is your comprehensive system for managing customer orders from creation to delivery. Specifically designed for export-oriented businesses with complete shipping and logistics features.
Key Features:
- ✅ Complete order management
- ✅ Customer PO tracking
- ✅ Detailed product descriptions
- ✅ Comprehensive shipping options
- ✅ Container and loading specifications
- ✅ Pallet type management
- ✅ Labeling requirements
- ✅ Special handling instructions
- ✅ PDF generation
- ✅ Edit orders after creation
🚀 Getting Started
Access Sales Orders by clicking "📦 Sales Orders" in the left sidebar.
The dashboard shows:
- Statistics cards (Total, In Production, Pending, Delivered)
- Search and filter toolbar
- Orders list table
➕ Creating Orders
Step-by-Step Guide:
- Click "Create Order" button
- Fill in Basic Information (Order #, Customer PO, Customer)
- Add Description
- Set Dates (Order, Required, Loading)
- Select Shipping Method
- Choose Container Type
- Set Loading Method & Pallet Type
- Add Labeling Requirements
- Add Special Instructions
- Add Products
- Review & Save
💡 Quick Tip: Fields marked with * are required. All other fields are optional but recommended.
📝 Understanding All Fields
Order Number *
Unique identifier (e.g., SO-2024-001). Cannot be changed after creation.
Customer PO Number
Your customer's purchase order number. Essential for cross-referencing.
Example: PO-ABC-12345
Description
Detailed product description and specifications. Appears on PDFs.
Example: High-grade organic cotton t-shirts, 180 GSM, pre-washed. Sizes: S-XXL. Colors: White, Black, Navy. GOTS certified.
🚢 Shipping Methods Guide
| Method |
Best For |
Transit Time |
Cost |
| Sea Freight |
Large volumes |
20-45 days |
Lowest |
| Air Freight |
Urgent shipments |
3-7 days |
Highest |
| Land Transport |
Regional deliveries |
1-10 days |
Medium |
| Courier |
Small packages |
2-5 days |
High |
📦 Container Types
| Type |
Dimensions |
Capacity |
| 20ft Container |
20' × 8' × 8.5' |
25-28 CBM |
| 40ft Container |
40' × 8' × 8.5' |
55-58 CBM |
| 40ft HC |
40' × 8' × 9.5' |
65-68 CBM |
| LCL |
Shared container |
Flexible |
| FCL |
Full container |
Exclusive |
📐 Loading & Pallet Guide
Loading Methods:
- Palletizing: Products on pallets - safest
- Floor Loading: Direct loading - maximizes space
- LCL: Mixed loading for shared containers
Pallet Types:
| Type |
Dimensions |
Use Case |
| Euro Pallets |
80cm × 120cm |
European markets |
| Standard Pallets |
100cm × 120cm |
Most common worldwide |
| Standard Type 2 |
110cm × 110cm |
Square, automated systems |
| Custom |
Your specification |
Special requirements |
💡 Smart Feature: Pallet type dropdown appears when you select "Palletizing". Custom size field appears when you select "Custom" pallet.
🏷️ Labeling Requirements
Specify all labeling and marking requirements:
- Barcodes (EAN-13, UPC, QR Code)
- Customer branding/logos
- Product codes
- Country of origin
- Handling instructions
- Batch/lot numbers
- Warning labels
Example:
Each carton must have:
- Customer logo (top center, 10cm × 5cm)
- Barcode: EAN-13 format
- Product code: ABC-12345
- Country of Origin: "Made in Sri Lanka"
- "Handle with Care" stickers
⚠️ Special Instructions
Use for special handling, storage, or shipping requirements:
Example:
- Store in climate-controlled environment (15-25°C)
- Handle with care - fragile items
- Maximum 5 cartons per stack
- Insurance coverage required
- Pre-shipment inspection mandatory
✏️ Editing Orders
- Find the order
- Click "View" button
- Click "Edit Order"
- Modify fields (except Order Number)
- Add/remove products
- Click "Save Changes"
📥 Viewing & PDF Export
To Download PDF:
- Click "View" on any order
- Click "Download PDF"
- New tab opens with formatted order
- Click "Print / Save as PDF"
- Select "Save as PDF"
- Filename automatically = Order Number
- Save
🔍 Search & Filter
Search by:
- Order number
- Customer PO number
- Customer name
Type in search box - results update in real-time.
💡 Best Practices
- Always enter Customer PO
- Complete descriptions with all specs
- Set loading date early
- Specify shipping method promptly
- Detail labeling requirements
- Use special instructions field
- Review before saving
- Keep orders updated
❓ FAQ
Can I change order number after creation?
No. Order numbers are permanent. You can edit all other fields.
What if I don't know container type yet?
Leave it blank. You can edit and add later.
When should I use custom pallet size?
When customer specifies non-standard dimensions or special requirements.
Can I have multiple products in one order?
Yes! Click "Add Product" multiple times.
What's the difference between Notes and Special Instructions?
Notes are internal (for your team). Special Instructions appear on PDFs and are shared externally.
🆘 Troubleshooting
Pallet dropdown not showing
Solution: Make sure "Palletizing" is selected as loading method.
Custom pallet field not appearing
Solution: Select "Palletizing" first, then select "Custom" pallet type.
Cannot edit order
Solution: Click "View" first, then click "Edit Order" button in modal.
PDF not downloading
Solution: Check if pop-ups are blocked. Allow pop-ups for this site.
Changes not saving
Solution: Ensure all required fields (*) are filled. Check browser console for errors.
📞 Support
Email: support@productionplannerpro.com
Website: www.dkwebart.com
ProductionPlannerPro © 2024 | Version 2.0
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