Sales Orders
Fields, Descriptions, Actions
Last updated
Fields, Descriptions, Actions
Last updated
See Sales Order ⛭ and Common Actions.
You can attach and link documents, images, etc to this record. See Attachments and Links.
You can customize and add fields, see Customization.
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).
Search Field Definitions? Use Ctrl-F and the field name to quickly locate and review the description
Customer
Customer name
Customer #
Customer Ref#
Owner
The user creating or owning this document.
Approval
Users need the relevant permission to change the value of this field: Values are: Approved, Not Approved, Submitted, Rejected.
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.
The email address associated with the above contact, and where this document will be emailed from a List or the Document itself.
Allocation Status
Back Order
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.
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
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.
Currency
Exchange Rate
Shipping Status
Not Shipped,
Partially Shipped,
Shipped.
Tax Code / Group
Terms
Price Level
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
Shipping method
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
Show the Stock in the respective WMS Site allocated and picked to this Order. This action displays a view onto the Stock Instance.
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.
See, ‘Memorized Transactions’
Displays allocation options
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.
See ''.
See ‘’
Not Allocated, Partially Allocated, Fully Allocated. See ‘’.
See ‘’ (Back Orders)
*Please note: If 'Invoice non-allocated lines' is enabled in the Sales Order , users may raise a or 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'.
The Price List applied to this Document. See ‘’
See
The Currency in which this Document is presented. See ‘’.
The exchange rate applied to the relationship between this Document’s currency and the base currency of your general ledger. See ‘’.
These indicate feedback from the underlying, child Shipment Document(s). See .
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 ''.
The default Payment Terms inherited from the Customer and inherited by subsequent child Documents. See ‘’
Depracated: The Price Level applied to this Document. Use ''
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 ''.
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 ''.
