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 The original date that you have committed to for delivery of the goods or services you are selling. This date along with the current promise date and the date of receipt is used by your customer to evaluate your performance..
- Enter the Price The selling price for one unit of measure..
- 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.