Sales orders
navigation basics
To navigate to the Sales Order module, us the main navigation menu on the left hand side of the screen to select Sales Orders.
To quickly navigate to a customer, begin typing the name of the customer in the Customer Lookup field then use the drop down to identify the record you are looking for. Click on that record to navigate to the record.
To quickly navigate to a specific Sales Order, type the number of the Sales Order in the ID Lookup field then hit Enter to navigate to that record.
By default, the Sales Order form will load all Pending sales orders. To filter the results, simply use the filter box and select from Pending, Built, Shipped, or All.
Click on the New button (box with yellow asterisk) in the upper right hand corner of the screen. From the customer pop-up screen, double-click on the customer you want to use to begin. NOTE: Only customers with a current and ACTIVE quote will show within this list. For new customers, click on the button labeled Create New Quote Request.