Processing a Sales Order

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