Sales Order

Sales Order

Purpose: To describe the features of the Sales Order module.

Description

Sales Order (Sales)  <-- Follow this link to see a description of this module/feature in the Comprehensive Module List.

Licensing

The Sales Order feature is a component of the Sales Management module and is a core feature of all licenses.

Access

This module may be accessed utilizing multiple methods:

  1. From the main menu screen:
    1. Left-click the Orders button (in the sales column); the Sales Order search window will appear.
    2. A particular sales order may be selected by double-clicking the applicable record or by highlighting the applicable record and left-clicking the OK button; the SAles Order window will appear.
  2. From the ribbon:
    1. Left-click Sales.
    2. Left-click the Sales Orders button; the Sales Order search window will appear.
    3. A particular sales order may be selected by double-clicking the applicable record or by highlighting the applicable record and left-clicking the OK button; the SAles Order window will appear.
  3. From the shortcut menu:
    1. Left-click Sales.
    2. Left-click Sales Orders; the Sales Order search window will appear.
    3. A particular sales order may be selected by double-clicking the applicable record or by highlighting the applicable record and left-clicking the OK button; the SAles Order window will appear.

Procedures

  1. Screen Definitions Sales Order
  2. Create Sales Order (Not Converted)
  3. Create New Sales Order
  4. Blanket Sales Order
  5. Automatic Euro VAT Charge
  6. Automatic PO
  7. Convert Sales Order from Sales Quote

 

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Sales Order