Skip to content

Sales Orders

Sales orders represent confirmed customer orders that are being processed for fulfillment and invoicing.

Creating a New Sales Order

Method 1: From Scratch

  1. Search for Sales Orders (Alt + Q)
  2. Click + New
  3. Fill in header information:
  4. Customer No. - Select customer
  5. Order Date (usually today's date)
  6. Shipment Date (when order will ship)
  7. Posting Date (when order will be invoiced)
  8. Add line items:
  9. Enter Item No. or description
  10. Enter Quantity
  11. Verify Unit Price and Line Amount
  12. Add multiple lines as needed
  13. Review Total Amount at bottom
  14. Click Save

Method 2: From Sales Quote

  1. Open the accepted sales quote
  2. Click Make Order
  3. System automatically creates the order
  4. Review and adjust if needed

Key Order Fields

Field Description
Order No. Unique identifier (auto-generated)
Customer No. Which customer placed the order
Order Date When order was created
Shipment Date Expected delivery date
Amount Total order value
Status Open, Released, or Partially Shipped

Processing a Sales Order

Step 1: Review Order

  • Verify customer information
  • Confirm line items and quantities
  • Check pricing and totals
  • Ensure shipment date is realistic

Step 2: Release the Order

  1. Click Release in the ribbon
  2. Order status changes to "Released"
  3. Order is now ready for shipment/invoicing

Step 3: Ship the Order

See Sales Shipments for detailed shipping process.

Step 4: Invoice the Order

After shipment, post the invoice to bill the customer. See Posted Sales Invoices for invoicing process.

Modifying a Released Order

If changes are needed after release: 1. Click Reopen in the ribbon 2. Make necessary changes 3. Click Release again when ready

Partial Shipments

If shipping order in multiple deliveries: 1. Enter Qty. to Ship on each line (instead of full quantity) 2. Post the partial shipment 3. Repeat for remaining quantities

Canceling a Sales Order

  1. Open the sales order
  2. Click Delete in the ribbon
  3. Confirm deletion
  4. Note: Can only delete unposted orders

Best Practices

  • Release orders promptly to enable shipment processing
  • Verify inventory availability before confirming dates
  • Update shipment dates if delays occur
  • Communicate with customer about order status
  • Document special instructions in order notes