helpwith.salesorder.com
  • Read me first
  • Start!
    • How to move forward
  • Video Index
  • Live in 5
    • Step 4: Solution Plan
      • Workflow Guides
    • Must read: Data Migration
      • Read First: ASIC and presets
      • Transaction Migration Primer
      • Migrate transactions
      • Migrate from Quickbooks
        • How to categorize Quickbooks 'Open' Purchase Orders
    • Step 5: Launch Sequence
      • T -6: System Settings
      • T -5: Baseline preparation
      • T -4: 'Open' transactions
      • T -3: Trial balance
      • T -2: Set Stock levels
      • T -1: User testing / Dry run
  • Customer references?
  • Common Actions
  • Company
    • Workers and Users
      • Add new User login
      • Owners
  • Organizer
    • Memo
    • Contacts
    • Calendar
    • Email
    • Attachments and Linking
  • Expenses/Timesheets
    • Expense Claims
      • Mileage Claims
    • Timesheets
  • Sales Forecasting
  • Sales
    • Leads
    • Prospects
    • Customers
      • Credit Controls
    • Jobs
    • Sales Quote
    • Sales Orders
      • Common Sales Tasks
        • Pre-Authorization/Pre-Payment with BASYS
      • Ordered Item History
      • Stock Allocation
      • Pick-Pack-Ship Process
      • Sales Order List
      • Drop Ship
      • Special Orders (Just in Time)
      • Discounts
      • Prepayment/Deposit
    • Cash Sales
    • Sales Invoices
    • Payments from Customers
      • Processing digital Payments
      • Apply Credit Automatically on Payments
    • Customer Credit Notes
    • Customer Refunds
    • Delivery Notes (a.k.a Packing List)
    • Customer Statements
    • Shipments
      • Pick List
    • RMA
    • Commission automation?
  • Purchasing
    • Suppliers
    • Purchase Quotes
    • Purchase Orders
    • Cash Purchases
    • Item Receipts
    • Bills (Purchase Invoices)
    • Payments to Suppliers
    • Supplier Credit Notes
    • Supplier Refunds
    • PO Generator by Item
    • PO Generator by Order
  • Inventory Forecasting
    • Inventoro
  • Products/Services
    • Items - which ones?
      • Preferred Suppliers
      • Stock Items (SKUs)
      • Stock Assemblies
      • Kits
      • Non Stock Items
      • Group Item
      • 'Calculation' Items
      • Service Item
      • Matrix Item
    • Sites
    • Stock Adjustment
    • Stock Manager
    • Stock Locations
    • Categories, Tags and Attributes
      • Categories
      • Tags
      • Attributes
    • Images on Items
    • Item Extra Info
    • Price Levels
    • Price Lists
    • Advanced Price Lists
  • Banking
    • Cashflow Forecast
    • Checks
    • Bank Reconciliation
    • Petty Cash Accounts
    • Credit Cards
    • Money In and Out
  • Accounting
    • Accounting Periods
    • Payment Terms
    • Tax
      • Sales Tax
        • US Tax Codes
      • Tax Authorities
        • Working with HMRC (UK Specific)
      • Tax Codes
      • Tax Groups
      • Item Tax Options
      • VAT Returns
    • Currencies
    • General Journals
    • Memorized Transactions
    • Reverse Transactions
  • WMS: Warehouse Management
    • Stock View
    • Goods In
    • Goods Out
    • RMA
    • Shipping
    • Pallets
    • Kits and Assemblies
    • Stock Actions
    • Stock Count
    • Locations
    • History
    • Admin
    • Config
    • Barcode Scanner App ⛭
    • Multipacks
    • Overship Tolerance
    • Expiry Date
  • WMS Setup
  • Third-party logistics (3PL)?
  • Shipping
    • FedEx Manager Integration
    • UPS WorldShip Integration
  • Reports
    • Classifications
    • Report Mailer
    • Email Reports on Schedule
    • Accounting Periods
  • Setup
    • Roles
    • Email templates
    • Payment Processors
      • Basys: low fees, VIP service
      • Authorize.net
      • Cybersource
      • PayPal
      • USAePAy
      • Paragon (PAYA)
    • Configuration
      • Company ⛭
      • Memo ⛭
      • Ref # ⛭
      • Leads ⛭
      • Prospects ⛭
      • Customers ⛭
      • Credit Controls⛭
      • Jobs ⛭
      • Sales Quote ⛭
      • Sales Order ⛭
      • Sales Invoice ⛭
      • Customer Credit Note ⛭
      • Cash Sale ⛭
      • Statements ⛭
      • Shipment ⛭
      • Customer Refund ⛭
      • Delivery Notes ⛭
      • RMA ⛭
      • Pick List ⛭
      • Supplier ⛭
      • Purchase Quote ⛭
      • Purchase Order ⛭
      • Item Receipt ⛭
      • Cash Purchase ⛭
      • Bills ⛭
      • Payment to Suppliers ⛭
      • Supplier Credit Notes ⛭
      • Supplier Refunds ⛭
      • 1099 Categories ⛭
      • Kit ⛭
      • Accounts ⛭
      • Accounting Periods ⛭
      • VAT ⛭
      • Email Accounts ⛭
        • OAuth for Outlook 365 ⛭
      • Company Security ⛭
        • Two Factor Authentication
      • Classifications ⛭
      • Document Templates ⛭
      • Shipping Carriers
      • Sales Invoice ⛭
      • Payments from Customers ⛭
      • Sales Opportunities ⛭
    • EasyPost ⛭
    • Shipstation ⛭
    • Web to Lead
    • Import data templates
    • Exporting Data
    • Your Account
  • Shopping Carts b2c
    • ⚠ Live Shopping Carts
    • Shopping Cart controls
    • Shopify ⛭
    • BigCommerce ⛭
    • Magento ⛭
    • Woocommerce ⛭
    • Prestashop ⛭
  • Trade Acceleration Portal 2.0
    • TAP Users
      • Customers
      • Sales Reps
      • Sales Teams
      • Administrators
        • Configure barcode order entry
        • Get your Inventory List from QuickBooks
    • TAP UX
      • Global Brand Style
      • Themes
      • Pages
      • Blocks
        • Group Start
        • Plain Text
        • Image
        • Hyperlink
        • Menu Matrix
        • Title
        • Custom HTML
        • Block Configurations
          • Pixels and Percentages
          • Flex Box Settings
            • Flex Wrap
            • Justify Content
            • Align Items
            • Column/Row Gap
            • Align Content
          • Background
          • Dimensions
          • Border
          • Slider & Carousel
          • Margin Padding
          • Overflow Settings
      • Content Management System (CMS)
  • Trade Acceleration Portal 1.0
    • Configure barcode order entry
    • Get your Inventory List from QuickBooks
  • Customization
  • Volume Automation
  • EDI
    • EDI integration via XML
  • REST API
  • Schema Documents
Powered by GitBook
On this page
  • Sales Order List - need to know
  • Find and select Orders
  • Approve Orders
  • Approve Credit for Orders
  • Stock Allocation
  • Create Shipments
  • Track Orders ready to, or currently in Pick, Pack, and Ship
  • Create Invoices
  • Create Cash Sales (Sales Receipt)
  • Create Back Orders (Deprecated)
  • Print Pick Lists
  • Drop Ship Orders
  • Special Orders

Was this helpful?

  1. Sales
  2. Sales Orders

Sales Order List

Find, Group and perform bulk actions on Sales Orders

PreviousPick-Pack-Ship ProcessNextDrop Ship

Last updated 10 months ago

Was this helpful?

See

Sales Order List - need to know

The Sales Order List enables users to perform bulk search and processing operations to:

  • Progress Sales Orders through the fulfillment journey

  • Create Purchase Orders for Back, Drop Ship and Special Orders

Green, Orange, and Red indicators, together with statuses in the row reflect whether or not there is stock available for allocation, together with the allocation, accounting, and pick, pack ship status for each Order.

See ‘’

Find and select Orders

  • Search for Sales Orders using filters (Action>Search)

  • List All, Pending, Open, Orders (respective Actions)

  • List All, Pending, Open Orders by Owner (Action>Find)

  • Create memorized searches (Action>Advanced Search>Memorize) See 'Memorized Searches'.

Approve Orders

  • List Pending action reveals a control 'Approve' enabling you to select and approve orders.

  • Find submitted Orders awaiting Approval (Action>Find)

  • Find Approved Orders (Action>Find)

Users with Approval permissions set in their respective ‘Role’ can bookmark or view found Orders to edit and approve them.

See ‘Approvals’

Approve Credit for Orders

  • Find Orders awaiting Credit Approval (Action>Find)

  • Approve Credit selected Orders (Action>Approve Credit)

Stock Allocation

  • List Orders requiring Allocation (Action>Allocating)

  • List Orders that can be fully Allocated (Action>Allocating)

  • List Orders that can be partially Allocated (Action>Allocating)

  • List Orders that cannot be Allocated (Action>Allocating)

  • Show Allocation for selected Orders (Action>Allocating) - this action displays the ‘Allocate’ and ‘Allocate and Create Shipments’ Actions so as the user can move selected Orders to the Shipments stage

  • Allocate Stock (Action>Allocating). Allocate Stock to the selected Orders.

  • Create Shipments (Action>Allocating). Create Shipments from the selected Orders.

Create Shipments

  • Users can create Shipments from selected Orders (Action>Allocating)

  • Show Allocation for selected Orders (Action>Allocating) - this action displays the ‘Allocate’ and ‘Allocate and Create Shipments’ Actions so as the user can move selected Orders to the Shipments stage

Track Orders ready to, or currently in Pick, Pack, and Ship

  • List Orders ready to Pick, Pack and Ship (Action>Pick-Pack-Ship)

  • List Orders in Pick Pack, Ship. The rows returned show the position and status of each order in the journey. (Action>Pick-Pack-Ship

Create Invoices

  • List Orders Shipped not Invoiced (Action>Invoicing)

  • List Orders partially / fully shipped (Action>List>Green Button)

  • Users can bulk create Sales Invoices from selected Sales Orders. (Action>Invoicing)

Create Cash Sales (Sales Receipt)

  • List Orders Shipped not Invoiced (Action>Invoicing)

  • List Orders partially / fully shipped (Action>List>Green Button)

  • Users can bulk create Cash Sales from selected Sales Orders. (Action>Invoicing)

Create Back Orders (Deprecated)

Sales Orders have an ‘on Back Order’ checkbox which is automatically checked by the Back Order generator. Users can run the Back Order generator from the Sales Order List (Action>Back Orders).

The user action ‘Create Back Order Purchase Order’ control scans the Order list for Sales Orders with a status of ‘not allocated’ or ‘partially allocated’ and creates Purchase Orders (Back Orders).

The resulting Back Orders are based upon the aggregation of the shortfall of stock. These Purchase Orders derive their Supplier details from the ‘Preferred Supplier’ table on the respective Item Master.

Each Sales Order’s ‘on backorder’ checkbox is checked during the backorder operation. The ‘Sales Order’ field on each Purchase Order generated is populated with either:

  • the Sales Order Ref #, where there is a one-to-one relationship between the Purchase Order and the Sales Order. The Sales Order ref number links to the Sales Order.

  • the word ‘Split’, where there is a one-to-many relationship between the Purchase Order and multiple Sales Orders. Clicking the link will display a modal box (pop up) that presents a list of the ‘linked’ Sales Orders.

The linked Purchase Order will appear in the ‘Transaction’ tab of each Sales Order.

Print Pick Lists

  • Print the Pick List by Item (Action>Pick-Pack-Ship)

  • Print the Pick List by Order (Action>Pick-Pack-Ship)

Drop Ship Orders

  • List Drop Ship Orders (Action>Drop Ship)

  • List Drop Ship Orders (Bill/Purchase Invoice received) (Action>Drop Ship)

  • List Drop Ship Orders (No PO) (Action>Drop Ship)

  • Create Drop Ship Purchase Orders from the selected Orders (Action>Drop Ship)

  • Create Invoices (Bill received) from the selected Orders (Action>Drop Ship)

Special Orders

Special Orders are used to order Items to be shipped to you and then shipped onward to the customer.

  • List Special Orders (Action>Drop Ship)

  • List Special Orders (No PO) (Action>Drop Ship)

  • Create Special Orders (Action>Drop Ship)

  • Create Invoices (Bill/Purchase Invoice received) from the selected Orders (Action>Drop Ship)

See ‘’.

See ‘’.

See ‘’

See and use ''.

Credit Controls
Stock Allocation
Shipments
PO Generator by Order
Sales Order List ⛭
Stock Allocation
Order allocation feasibilty