Description
Click into a Sales Order number to manage and view full detail of a single Sales Orders from this page:
Tabs
Tabs on the SO Detail screen include Details, Emails, Fulfill, Unfulfill, Adjustments, Journal Lines, and Audit Log
Details
This tab has the full detail of the Sales Order, including the status, fulfilled amount, and approver information.
Actions on the Detail tab:
Take the following actions for Sales Order or Quote from this Detail tab:
PDF - Click to bring up a PDF preview of the SO. Click anywhere on the preview to download the SO.
Edit - Update SO fields.
Issue - Issue a Sales Quote (If System Setting "Email On Sales Quote Issued", an email will be sent to the Customer's email address with a PDF of the Sales Quote).
Accept - - Mark Sales Quote as accepted (Converts Quote to Order). Upon acceptance, user will be prompted with an 'Accept Quote' modal to adjust Order and Delivery Date, as well as the and Order
Template (if a different PDF template is preferred between Quote and Order):
Reject - Mark Quote as rejected (Update Quote status to 'Rejected')
Create Purchase Order - Create a Purchase Order using information from this Sales Order.
Create Template SO - Create a new SO with the same exact details except with a new SO number.
Create Invoice - Convert the Sales Order to an Invoice in AR.
Delete - delete the SO.
Void - Void the SO.
Emails
This tab shows all SOs sent to the email address on file for the customer of the SO:
See the recipient and timestamp of the email
Click into the blue highlight text under the ID column to see more information about the sent email(s):
Fulfill
Conveniently mark items, from this SO only, as fulfilled from this tab.
Unfulfill
Mark items as unfulfilled to revert back to being able to fulfill those SO items.
Adjustments
From here, you will be able to view all the stock adjustments as a result of fulfilling items related to this SO.
Journal Lines
See the journal lines created when fulfilling orders and creating adjustments.
Audit Log
See the audit logs for actions taken with the SO.
