To process sales orders

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To Process Sales Orders

1. Select the Actions tab, Sales Order Module and double-click on the Process/Commit Sales Orders Module step.
2. The Sales Order Processing form is displayed.
3. Type the first characters of the order number or press the drop down arrow to select a sales order from the list.
4. Information concerning the sales order is displayed including its date, status, total, sold to address and ship to address.
5. If the credit hold box is checked the sales order cannot be processed. To change the customer credit status go to the System Tables Module, Data Entry tab and double-click on the Add/Edit Customer Information Module step.
6. Select the appropriate tab to process the sales order. Procedures for each tab are explained on the following pages.
7. SO Status - View the number ordered, picked and shipped for each line item on a selected sales order.
8. Create Picks - Pick items from specific locations to be included in a shipment for a sales order. Each sales order may have multiple pick lists. Once a pick list has been created a sales order cannot be edited.
9. Confirm Picks - Confirm that the items selected to be shipped match what is on the pick list.
10. Ship & Invoice - Select a shipping carrier, verify the numbers being shipped are correct and commit the sales order.
11. Press [Close Current Window] or Alt + F + C to return to the Main Module.
The SO Status tab
The Create Picks tab
The Confirm Receipts tab
The Ship & Invoice tab