The sales order process is a flexible system you can use to create everything from single release sales orders to complex, configured, kitted, multi-line, multi-release orders. The sales order entry process is also directly integrated with quoting, purchasing, and job management. You can create a new sales order from an existing quote, make the changes you need, allocate the inventory from stock, mark some items to buy direct, and drop ship, or even automatically generate jobs from the order’s detail lines.
Menu Path: Sales Management > Order Management > General Operations > Order Entry
To create a new sales order: Click the New button on the Standard toolbar. The fields on the Summary sheet become active.
To enter the Sold To customer, click the Customer button to search for and select a customer record. The Sold To is the customer location purchasing the goods and services. This location is the main address that
you enter on the Customer > Detail sheet within Customer Maintenance.
After the customer is selected, default information from the customer record displays.
The Bill To location defaults to the address defined on the Billing > Detail sheet within Customer Maintenance. The Bill To customer is the customer location that pays for the purchased goods and services. To select an alternate Bill To, select a customer from the drop-down list, or select Same as Sold To if the Bill To customer is the same as the Sold To customer. The Ship To customer defaults from the Sold To customer. You can click the Customer button to search for and select a different Ship To customer. The Ship To customer is the customer who receives the goods. The Ship To location defaults to the address defined on the Ship To > Detail sheet within Customer Maintenance. The Ship To code is the ship to customer location that receives the goods and services.
Optionally, click the Ship To button to search for and select a different Ship To customer address related to the Ship To customer. If the order needs to be shipped to a location other than those that appear in the Ship To field selection list, select the One Time check box. This check box is available only if the Allow One Time Ship To check box has been selected for the specified Sold To or Ship To customer on the Customer Detail sheet within Customer Maintenance. If you selected the One Time check box, click the One Time Ship To sheet and define the one time shipping address for the order.
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