Sales order types
When you create an order in Sales Order Entry, you can choose from multiple order types. The order type determines how it is filled, shipped, and invoiced. The order types available to you may be controlled by your SA Operator Setup-Entry Options setting for the Limit Order Type field. Additionally, some order types, such as Fulfillment Order and Manufacturer Rep Order, are controlled by SA Administrator Options settings as well.
| Order type | Description |
|---|---|
| Blanket Order | An order that represents a contract to supply a quantity of products. The products can be shipped on different dates or to different locations over a specified period of time |
| Correction | An order that increases or decreases the customer's balances to correct overpayments or underpayments. No other updates are performed, and inventory is not affected. |
| Counter Sale | A Stock Order that is taken in a counter sales environment where you have direct contact with your customers. Stock is committed when the order is entered. |
| Direct Order | An order that is shipped directly from your supplier to your customer. The items do not enter your inventory system. |
| Fulfillment Order | A type of Blanket Order through which one or more Stock Orders are created for each line item. The Stock Orders are tied to the original fulfillment order. The warehouse and line items on each Stock Order is determined by fulfillment rules, warehouse lists, and warehouse selections. |
| Future Order | An order with a future delivery date. The conversion date is based on the requested ship date. |
| Manufacturer Rep Order | A type of Direct Order that is created to record the commissions paid by a manufacturer vendor for product the vendor sold and shipped directly to your customer. This order is only to record the sale and commission earned by you as the vendor’s manufacturer representative. |
| Quote | An order that provides formal verification to your prospect of any verbal agreement you may have discussed. |
| Return Merchandise | An order to return merchandise. The customer record and inventory are updated. |
| Standing Order | An order that provides the same merchandise to a customer on a recurring basis. The Standing Order creates a new Stock Order or Direct Order each time the requested ship date criteria are satisfied. |
| Stock Order | An order that is usually transacted by phone or fax. Stock is reserved upon entry and the customer record is updated. |
The labels for the Stock Order and Counter Sale in the Order Type field can be modified in SA Table Code Value Setup-Order Type Display. The text that is specified on the SA Table Code Value Setup records replaces Counter Sale and Stock Order in all instances in the application.