Sales Order Entry - Header Information overview

Sales > Entry > Order

Use the Header Information panel to see the information for the selected order at a glance.

Click the CHANGE ORDER TYPE button to change the order type on a stock order, counter sale, or quote. When the Change Order Type window opens, select the new order type to apply to the order and then click OK.

The CHANGE ORDER TYPE button is available only when you are creating a new order. The change order type feature must be activated in SA Administrator Options.

Click the REASSIGN CUSTOMER/SHIP TO button to change the customer or ship to number on the selected order. This opens the Reassign Customer/Ship To window where you can specify the new customer or ship to number. You can also specify whether to recalculate the prices on each line of the sales order.

The Address Override setting is part of the Address Validation feature that ensures the address is valid for taxing. The Address Override setting is selected from the Address Validation pop-up. The pop-up window is automatically displayed from the tax-related address sections of this function if there are errors or differences. The Address Validation pop-up shows the current address side-by-side with the suggested third-party address. Third-party address is available with AvaTax and Vertex Cloud. From the pop-up window, you can update the address. You can also select the Address Override option. This override accommodates a General Delivery address, which overrides the default behavior of the third-party's calculation. For example, AvaTax instead makes the tax calculation from the General Delivery address and avoids an error. This is beneficial when the address is not in the United States Postal Service (USPS) database yet, such as with new construction.

Select the EDIT SHIP TO ADDRESS button to access the Ship To Address dialog window and update the ship to address.

Note: If you are using system rates to calculate sales taxes and you change the ship to address after adding lines to the order, access the Taxes & Totals view to review the jurisdiction on the order. You must manually update the jurisdiction to match the new ship to address, otherwise the proper tax rates may not be applied.