--- title: "Sales Documents" canonical: "https://wiki.soft1.eu/space/SS5EN/12060585/Sales%20Documents" format: markdown --- > Macro (anchor) > Macro (toc) ## Introduction Select to post your offers, orders, invoices, etc.  Using "New entry" you can create a new document where you fill in the following information   ## Document Header - **Series**: select the Series of the document you wish to post (eg. sales order). Selecting Series, fields "Type", "Number" are completed with the next available number in this Series. - Field "**Document**" will be filled in automatically, if the series refers to a computerized document (in Series parameters you have set "Document code composition: [Yes]". If the Series refers to a handwritten document you will need to fill in this field the number of the handwritten document. - **Date**: the date as per which you accessed the application is proposed. - **Branch**: displays always the branch through which you accessed the application. - **W/h**: select the Warehouse from which transits are to be performed [Go to Top](#Top) ### General Data Page :   - **Customer**: enter the desired trading party. This selection leads to the automatic completion of fields "Salesperson", "Payment", "Shipment" if these are completed in the customer entry. - **Branch **(customer): select the the branch of the specific customer. Selecting a branch fills in automatically fields "Salesperson", "Payment", "Acceptance/ Shipment" defined for the branch. - **Salesperson**: the salesperson of the selected trading party/ branch is proposed (See Salesperson commission). - **Payment**: the payment method set for the trading party is proposed (See Payment methods - Payment terms). Depending on the configuration of the Series of the document (Special data -Pay-off), the selection of a specific payment method creates automatically a collection transaction. - **Currency**: the trading party currency is proposed. - **Ex. Rate**: Displays the ex. rate between the document currency and the company's currency. - **TR ex. rate**: Enter the ex. rate of the trading party's currency. - In the "**Comment**" field you can choose a comment from the related table, or type your own. - **Check TRNo (GSIS**) : By selecting the Customer in the document, the "Fin. check" displays information about whether a check was carried out. Choosing the "Check TRNo (GSIS)" check is performed on the document. - **Transit**: field where you select the transit purposes of the document. It defaults to the purpose defined during document type design. - **Shipment**: field where you select the shipping/reception method. It defaults to the one defined for the trading party. - **VAT status**: the VAT status of the trading party is proposed. - **Appr. - Cancl. - Print:** These fields are filled in automatically by the application when the document is approved (as long as you use approval scenarios), or canceled, or printed. - **Status** :Field which may participate in workflows (eg Conversion) - **Exemption note**:the trading Exeption note is proposed  [Go to Top](#Top) ### Delivery/ Transfer On ** page**, enter the delivery / transfer data, as well as data related to triangular transactions. - Area "**Delivery data**" displays the customer branch (if you have selected branches in General data) and proposes the address and city of the trading party. This can be changed and you can also add another delivery location for the specific document. - In area "**Transport**" enter the transfer data of of the document and merchandise. If you have completed such data in the trading party card, these shall be proposed automatically upon selection of the trading party. - On "**Dates**" fill in the dates of loading and delivery of goods. - In case of in-company transfer, enter the branch and second Warehouse in the "**Intra company transfer**" area. - In the "**Triangular transactions**" define the trading party for the order, shipment and invoicing, as well as their branches. If you enter a shipment or invoicing trading party, during the conversion of the document to a delivery note or invoice, the application will propose the one defined in the respective fields. ### International transactions On <**International transactions**> page, enter the data on the exhange rates, Intrastat (see details in [International transactions](https://soft1wiki.atlassian.net/wiki/spaces/SS5EN/pages/12060074) ). Fields "Ex. rate " and "TR. ex. rate" are completed through page.    ### Other Data On **page ** you can complete additional data such as special contract, business unit, document status.  [Go to Top](#Top) ## Document lines In the document lines enter the Items - Services - Assets to participate in the document   In the document lines enter the Items - Services - Assets to participate in the document. Tabs - are activated if you set the corresponding configuration in the document type. In the document lines, you can search the code you desire and fill in the quantity, price, discount, value.   In the lines - per document type - you can configure the columns to be displayed by creating document line columns. (see Columns Design).   If you select the line number, a window opens containing additional information on the item involved in this line. These fields may also be included in the lines of the document as columns.     [Go to Top](#Top) ## Document lines - Jobs  Right click on the lines of the documents where are displayed all available jobs. Click here to see more information.     [Go to Top](#Top)   **Document Footer**   The lower part of the document shows the data for the total quantity, the discount, the net document value, the document VAT value, the expenses, as well as the total price of the document.  [Go to Top](#Top) ## Related Jobs Displays information associated with the documents as Conversion, Settlement, pricing policies, etc. of the document you selected. Click [here ](https://wiki.soft1.eu/space/SS5EN/189268079)for more information. [Go to Top](#Top)