Sales Orders are created in the Agvance Planning module. Once created, Sales Orders can be imported into a Delivery Ticket, Booking, or Field Plan. Once imported, it is then marked as processed and cannot be imported again.
A listing of all Sales Orders for the selected customer is displayed. Search for specific Sales Orders by Order #, Order Date, Est. Delivery Date, Status, Ticket Type, or User. Full or partial dates can be searched.
Select the Ellipsis for any Sales Order and choose View PDF or Download PDF. Select Delete to permanently remove that Sales Order. Once deleted, the Sales Order cannot be recovered.
The Status of a Sales Order can be changed by choosing the current Status and making the appropriate changes on the Set Sales Order Status popup.
Choose the Eye button to view more information regarding that Sales Order. Add a Sales Order by selecting the + button. For more on this process, see here.
