Sales Orders

Creating a Sales Order
This Solutions article will go over the process of creating a sales order, both from a quote or from copying a already created Sales Order.  One set of ...
Thu, 8 Oct, 2020 at 11:46 AM
Sales Order Fulfillment and Shipping
This solutions article will go over the process of fulfilling and shipping of a Sales Order.  After a Sales Order has been released, you'll proceed ...
Fri, 9 Jul, 2021 at 12:16 PM
Canceling Sales Order Fulfillment and Shipping
This Solutions Article will cover the steps to cancel a Sales Order and also the steps to cancel specific line items in a Sales Order without canceling the ...
Fri, 11 Dec, 2020 at 8:34 AM
Invoicing
After completing an outbound delivery or service confirmation on a Sales or Service order, you’ll be able to create an invoice draft in the “Customer Invoic...
Thu, 11 Mar, 2021 at 10:03 AM
Customer Returns - Sales Order
Sales Order Return Process     Prerequisites A sales order exists in the system and products have been delivered to the customer by means of an outboun...
Fri, 2 Oct, 2020 at 1:23 PM