Creating a Sales Order
To create a sales order:
- Click the Sales Order tab.
- Select the Customer Site that the items are being sold to.
- Enter the date on which the order was placed.
- Complete the remaining fields. See Sales Order Fields.
- Click Save.
To add a sales order line item:
- Click New Sales Order Line Item in the Sales Order Line Items related list.
- Select the type of sales order line that you are creating and click Continue.
- Enter the Item being sold in the Item Master field.
- Enter the number of items sold.
- Enter the Commitment Date
.
- Enter the Price
.
- Complete the remaining fields. See Sales Order Line Fields.
- Click Save.
To cancel a sales order line from the Sales Order Line Item page:
- Classic mode
- Click Cancel Line.
- Lightning mode
- Click Edit.
- Click Cancel.
Sales Orders with Discounts Applied
Sales order line items associated with a sales order that has a discount applied at the header will not be credited should the items be returned.
Allocating Inventory to a Sales Order
To allocate inventory to the sales order do one of the following:
- Click Allocate on the sales order.
- Click Allocate on each sales order line.