Sales Order Processing

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Sales Order Processing

v1.43

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New users – For more information about SOP read the Getting started and Enhancement guides. These can be found under the Guides & manuals tab. You will also find answers and useful information under the FAQs tab.

Existing users – For more information about this update please read the Enhancement guide carefully before updating. Before you start the installation process check that your licence is up to date and that you have taken a backup of your data. You will also need to make sure the program has been closed.

Windows 8 and Windows 10 operating systems only*

 *Please note – Windows 7 is no longer supported by Microsoft, meaning future versions of Sales Order Processing will not install onto Windows 7 machines.  Please contact Farmplan to discuss upgrading your PC if this is applicable.

Summary of changes

  • Convert Screens – Default by Customer Type
  • Default Customer Delivery Address
  • Convert Order Screen – Display Delivery Date
  • Items Inspector – Include Category, Group and Variety
  • Drill up to Converted Transactions
  • Report Library – Copy Report button
  • Download Program from Internet

A full list of enhancements can be found in the Help files in the program and during the download process.

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Getting started guides

Enhancement guides

All Covid-19 information

Temporary VAT reduction on hospitality/holiday accommodation

From 15‌‌‌ ‌July 2020 until 31st March 2021, the UK government has changed the VAT from 20% to 5% on any eat-in or hot takeaway food and drinks from restaurants, cafes and pubs, excluding alcohol. This VAT reduction also applies to all holiday accommodation in hotels, B&Bs, campsites and caravan sites.

If this applies to your business remember to change the VAT status on any relevant transactions from S (20%) to S1 (5%).

For more information please click here.

Backup

Data entry

Importing customer details

Click here for a printable document.

Converting a sales order to a sales invoice

Click here for a printable document.

Installation and logging on

Re-linking to an existing dataset

Click here for a printable document.

Operating systems (Windows and Apple information)

All our desktop programs need to be installed within a Windows environment (Windows 8 and Windows 10).  Windows 7 is no longer supported by Microsoft, meaning you will not be able to install onto Windows 7 machines.

Apple hardware can be configured with Windows 10 Pro using Parallels Desktop. Click here for more information about Apple hardware or for information about our recommended computer spec click here.

Please contact Farmplan’s Hardware teams if you have any further queries on 01594 545022.

Licencing

Licencing Farmplan software

Your software can be licenced by going to File and selecting Licence.

You will be given a new screen where you will have your details entered. Providing your Web Access Code has been entered, you can click Get Key followed by Register. 

Your licence will then be updated. To allow Farmplan to update using this method you will need to be connected to the internet.

If you do not have a Web Access Code or internet connection please contact Farmplan.

Setup

My program is showing Demonstration Data, how do I access my data?

If your program is showing Demonstration Data you will need to go to File > Select Dataset within the program and click the drop down arrow (shown below in red) and select your own business before pressing Ok. This will then take you into your business.

If your data is on a Network please ensure you have access to the data location from outside the program.