Sales Orders & Deliveries
Overview This article describes the various stages that a sales order goes through. To find out where your sales order is in the process, you only need to ...
Wed, 10 Oct, 2018 at 10:09 AM
Creating a Sales Order Click Transactions → Sales Orders to view the sales orders list. Your sales order either uses wholesale or retail pricing. Once c...
Fri, 16 Aug, 2019 at 10:23 AM
Submitting a Sales Order After you have created and made any necessary edits to your order, you may submit it for approval. Before a sales order is submit...
Wed, 10 Oct, 2018 at 10:08 AM
Approving and Rejecting Sales Orders Managers with Approve permissions may approve or reject sales orders. View Pending Sales Orders
Click Transacti...
Fri, 5 Jan, 2018 at 9:44 AM
Sharing a Sales Order
If you wish to share your sales order information with others, then you can email it to them by clicking the Share button.
You w...
Fri, 5 Jan, 2018 at 11:01 AM
Creating Deliveries A delivery is automatically created when a sales order is approved if the sales order's planned delivery date is known. For inform...
Thu, 9 Aug, 2018 at 2:29 PM
Picking a Delivery
Go to the delivery view page.
Click Pick.
For each of the delivery contents, enter the quantity of the item that was picked.
E...
Fri, 5 Jan, 2018 at 3:56 PM
Making a Delivery
Click Deliver.
Select that this delivery is delivered by you. Enter the name of the person who is receiving and signing for the orde...
Fri, 5 Jan, 2018 at 2:59 PM
Quick Deliver If you do not wish to go through the full delivery process, you may use the Quick Deliver feature to create and execute a delivery for a sale...
Thu, 9 Aug, 2018 at 2:24 PM
Overview Sometimes, a Sales Order cannot be be fulfilled completely, often due to insufficient stock at the time of delivery. If this occurs, it can keep t...
Wed, 10 Oct, 2018 at 4:24 PM