Sales Orders

9 articles in this topic

Sales Order Overview- Part I

This article aims to walk beginners through the basic steps for creating a Sales Order (SO). Read on to find the answers to the following questions: 1- What are the steps to convert a Custom...

Sales Orders Overview - Part II

This article provides guidance on the following topics:System Interface Overview – Understanding how the Sales Order (SO) module integrates with Inventory, Accounting (Invoices and Accounts Receivable...

How can I add conditions to the list on SO?

Adding a new condition will automatically apply across all system modules, including the Sales Order. To create one, please follow the steps outlined below: 1. Go to "Administration" under your n...

Why can I not print the reports linked to a SO?

The most common reason why reports such as the ATA 106, Packing Slip, or Invoice linked to a Sales Order do not appear is that the order has not been "Entered" yet.To resolve this, click on the three-...