Sales Orders

Fields, Descriptions, Actions

See Sales Order ⛭ and Common Actions.

Media

You can attach and link documents, images, etc to this record. See Attachments and Links.

You can customize and add fields, see Customization.

Track SKU journey

The Sales Order tracks the journey of SKUs from order capture to invoiced or sold for cash. Sales Orders give you immediate visibility of the quantity and types of line items:

  • Ordered

  • Allocated

  • In Shipping (Pick, Pack, Ship)

  • Shipped

  • Invoiced

The Transactions Tab on the Sales Order tracks ALL subsequent transaction types:

  • Shipments

  • Invoices

  • RMAs

  • Back Orders (Purchase Orders)

  • Drop Ship Orders (Purchase Orders)

  • Special Orders (Purchase Orders).

Line Item Allocation Status Indicators

Line Item Drop Ship and Special Order Status Indicators

Fields

Search Field Definitions? Use Ctrl-F and the field name to quickly locate and review the description

GlossaryDefinition

Customer

Customer name

Customer #

Customer Ref#

Owner

The user creating or owning this document.

See 'Owners'.

Approval

Users need the relevant permission to change the value of this field: Values are: Approved, Not Approved, Submitted, Rejected.

See ‘Approvals

Customer Ref

A unique reference originating from the Customer i.e. Purchase Order #

Contact

The main or a selected Contact. In Edit mode you can select from the associated List of Contacts.

Telephone

The phone number associated with the above Contact.

Email

The email address associated with the above contact, and where this document will be emailed from a List or the Document itself.

Allocation Status

Not Allocated, Partially Allocated, Fully Allocated. See Stock Allocation’.

Back Order

See ‘Sales Order List’ (Back Orders)

Date

Any date, default is the creation date.

Ref #

The unique identifier for this Document

Status

The ‘accounting’ status of this Document, specifically:

Pending: awaiting approval. Typically set on a

Sales Order captured from an online channel.

Open: not Invoiced*

Fulfilled: Invoiced for the full amount.

OverFulfilled: Invoiced for more than the original balance.

*Please note: If 'Invoice non-allocated lines' is enabled in the Sales Order configuration, users may raise a Cash Sale or Invoice from the Sales Order for line items that have not been allocated. In this case, the status will remain 'Open'. Once all items have been allocated and shipped, the status will change to 'Fulfilled'.

Authorized by:

Commensurate with who approved this Order.

Our Ref

Inherited from a Sales Opportunity

Job

A reference to the Jobs List

Cash Flow Due Date

Optional. Enter a date in this field to forecast when payment will be recieved. The balance of this Document will show up on the Cash flow Forecast.

Price List

The Price List applied to this Document. SeeAdvanced Price Lists

Shipping Priority

Inherited by the Shipment. Manually set. Values are Normal, Medium, High, Urgent.

Hold Shipment

When checked sets the Shipping Priority at the time of Shipment creation of the Shipment to Hold.

Template

The Template applied to this Document.

See Document Templates.

Currency

The Currency in which this Document is presented. See ‘Currencies.

Exchange Rate

The exchange rate applied to the relationship between this Document’s currency and the base currency of your general ledger. See ‘Currencies.

Shipping Status

  • Not Shipped,

  • Partially Shipped,

  • Shipped.

These indicate feedback from the underlying, child Shipment Document(s). See Shipments.

Tax Code / Group

The default Tax code/ Group inherited from the Customer and applied to Line Items on this Document. You can change the Tax code on an Item. See 'Tax'.

Terms

The default Payment Terms inherited from the Customer and inherited by subsequent child Documents. See ‘Payment terms

Price Level

Depracated: The Price Level applied to this Document. Use 'Advanced Price Lists'

Required

An arbitrary required date

Expected

An arbitrary expected date

Default Site

The site from which a subsequent Sales Order would be fulfilled.

Shipping tab

Ship via

The shipping vendor or carrier, e.g. UPS. This field is inherited from the preceding parent Document. You can modify the value in this field. The dropdown is derived from the list of Shipping Carriers. See 'Shipping Carriers'.

Shipping method

The shipping method of the selected carrier, e.g. UPS - Ground. This field is inherited from the preceding parent Document. You can modify the value in this field. The dropdown is derived from the list of Shipping Carriers. See 'Shipping Carriers'.

Ship Date

The date the Order was shipped. Either manually inserted by user, or passed from an integration, e.g. EasyPost when a Shipment status is changed to Shipped.

Shipment Tracking #

The Shipping vendor tracking number. Either manually inserted by user, or passed from an integration, e.g. EasyPost when a Shipment status is changed to Shipped.

Shipping Cost

The Shipping vendor cost. Either manually inserted by user, or passed from an integration, e.g. EasyPost when a Shipment status is changed to Shipped.

Shipping Weight

The Shipping vendor recorded weight. Either manually inserted by user, or passed from an integration, e.g. EasyPost when a Shipment status is changed to Shipped.

Shipping Terms

An arbritrary value, e.g. FOB (freight on board), Free. etc.

Origin tab

Imported from Cart

Shopping Cart or API

Imported On

Date of Import

Cart Mapping

Cart Order ID

Payment Method

I.e. Paypal

Actions

Show WMS Stock

Show the Stock in the respective WMS Site allocated and picked to this Order. This action displays a view onto the Stock Instance.

Check Stock (only displayed in Edit mode)

Check the availability of all stock on this Sales Order. Alternatively, click on the Item code link to get a more detailed view of the stock i.e. Free vs On Hand.

Memorize

See, ‘Memorized Transactions’

Edit Allocation (only displayed in Edit mode)

Displays allocation options

Preferred Suppliers

The purpose of this control is to enable the editing of the user’s supplier preference.

The system displays a modal (pop-up) box in which the user can change the supplier from the default supplier to a new supplier. The new supplier has to be present on the preferred supplier table.

The preferred supplier details are used to create the Drop Ship or Special Order. This control can also be used to direct the Purchase Order generators to select an alternative to the default Supplier.

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