Processing a Sales Order
- Set the sales order parameters.
- Create the sales order on the Sales Orders form or using an incident.
- Optionally, generate a sales order pick list.
- Optionally, run the Sales Order Estimate Report to preview estimate information.
- Run the To Be Shipped Report to view open sales orders with an outstanding quantity to be shipped.
- Use the Order Shipping form to ship the sales order.
- Optionally, run the Sales Order Status Report.
- Optionally, run the Sales Order Margin Analysis Report to view margin information.