California Sales Tax Report

JobOrder now includes a specialized Sales Tax Report for California (following BOE-401-A2 revision (103 (4-09)).

The dialog allows the user to make the following entries:

The report then queries the JobOrder data file for the appropriate information and prints:

Please contact Management Software for more information about this report.

Sales Orders

JobOrder 2010 contains major enhancements to Sales Orders. Sales Orders are specialized Jobs used to select and sell Inventory Items as simply as possible.

We have increased the width of all Item Description fields in all related areas (for example, Expenses) from 80 to 200 characters.

We have completely re-written the way Sales Orders are created and Shipped to enable users to Bin Locations to select where the items should be shipped from at the time Shipment actually occurs.

We now allow different locations to be specified for the Sales Order, each individual Item, AND each individual Shipment, allowing for more than one location to be selected for a single item/shipment.

We have built in logic that will automatically try to Ship materials from locations based on their Priority Order (Bin 1 being highest, and Bin 7 lowest), and actual Quantities Available in each location. These automatic decisions can easily be over-ridden to ship from any location that contains that item.

We have allowed Items to be manually selected to be Back Ordered, and separated it from the concept of Items simply being "Un-Shipped".

In the Sales Order, Items can be added in by many different means. In the screenshot below, you can either click the Add Items by Type, or the green '+' button to the right of the Items listing.

Clicking on the '+' button will bring up a screen where users can select the Item and Quantity. You will not need to select the location here, because that will occur at the Shipping stage.

Once you have added the Items required to the Sales Order, users can click the "Ship Sales Order" button on the Sales Order dialog. That will bring up the Shipment dialog. Here you can select the Items you wish to Ship, click in the Location cell to modify the Location to ship from, double-click in the Shipment Qty and Back Order Qty cells to determine what amount you wish to ship or back order. You can also select the reports you wish to generate, and whether you wish to generate the Invoice, all from this one place.

Other enhancements include:

 - Displaying Quantities per location in the Inventory Item record

 - Allowing a default Item to be assigned to each location.