Sales Orders

Fields, Descriptions, Actions

See Sales Order ⛭ and Common Actions.

Media

Reprioritize Order Allocation

Unallocate Stock from a Sales Order

Memorize and Organise Lists of Sales Orders

Create a Sales Invoice from a Sales Order

Configure Sales Orders

Sales Order 101

Capture Sales Order

Earliest Ship Date

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

Track related transactions

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

Glossary	Definition
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. See ‘Advanced 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.