About cash sales processing options

New orders of the CS type will be saved with the On hold status by default if the Hold documents on entry check box is selected for this order type in the Order types (SO201000) window.
The reference numbers for new orders are generated according to the number series assigned to this order type in the Order types (SO201000) window.

An cash sale order is created by using the Sales orders (SO301000) window.

For a cash sales order, you specify the following information:

• The customer, its location, and its VAT information (VAT zone and VAT registration ID)
• The included stock and non-stock items with their quantities, units of measure, and unit prices
• The payment information, which includes the payment method (card information if payment is performed with a credit card), cash account, and payment reference numberYou cannot save a cash sales order before you specify the payment reference number.

For items that have lot or serial numbers tracked in Visma Net, you can specify these numbers, thus indicating that these particular items have been delivered to the customer.

You should clear the On hold check box for the order to process its further.

The processing of cash sales orders (which may include stock items and non-stock items) involves using the following actions and generating the following documents.

You can prepare a cash sales document in the Customer ledger workspace for a particular cash sales order by clicking Actions - Prepare invoice in the toolbar of the Sales orders (SO301000) window, or you can create the customer ledger cash sales documents by executing the Prepare invoice action for multiple selected cash sales orders in the Process orders (SO501000) window.
If the cash sales order includes only non-stock items, no inventory issue will be generated on release of customer ledger cash sales document.

Inventory issues (if any) will be released automatically on release of customer ledger cash sales documents if the Automatically release inventory documents check box is selected in the Sales order preferences (SO101000) window.

A cash sales order gets the Completed status after both the customer ledger cash sales and inventory issue are released.