Sales Order Detail

Created by Travis Lander, Modified on Thu, 18 Feb, 2021 at 9:54 AM by Travis Lander

Description

Manage and view full detail of a single Sales Order or Quote from this page:

Tabs on the SO Detail screen include Details, Emails, Fulfill, Adjustments

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.

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):

Conveniently mark items, from this SO only, as fulfilled from this tab.

From here, you will be able to view all the stock adjustments as a result of fulfilling items related to this SO.