Sales Order

The Sales Order screen allows you to enter a sales order for a customer. You can also use this screen to enter a Price Quote for the customer by clicking on the Quote tab and checking the box to the right of "Quote" under the Header tab.

 

To access the Sales Order screen, click Sales > Order > Sales Order. You can also click the Sales Order icon shown to the left of the tabs above. Click on one of the tabs shown above for more information.


 

Enter a Sales Order

Enter a Price Quote

Enter a Cash Sale

Process a Credit Card Cash Sale

Enter an Order for Pick-Up

Drop Ship Order Processing

Enter a Split Payment

Convert a Price Quote to a Sales Order

Cancel a Sales Order

Process a Return

Refunding a Customer Deposit

Entering a Customer Credit

Issuing a Tax Credit

Handling Recurring Orders

 

Add a Miscellaneous Charge

Add a Freight Charge

Add a Total Order Discount

Change the Price of a Product

Discount a Product

Link a Sales Order to a Purchase Order

Link a Sales Order to a Warehouse Transfer

Recalculate a Sales Order

View Customer Sales History

Create a New Product in the Order

Using the Order Pad

Using Item-Group Pricing in a Sales Order

Printing a Credit Check for a Customer

Copy a Sales Order or Price Quote


 

First, let's look at some general information displayed in the Sales Order Entry screen. The headings shown below can be found at the top of the screen. Click on any of the fields below for more information.

 


You can also use this screen to inquire about open or completed sales orders by entering the Order Number and pressing Tab.




Enter a Purchase Order

 

Invoicing

 

Sales Reports