Sales Order Search
Debtors Module> Activity> Sales Order
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Sales Order processing occurs after receipt of a sales order from a customer.
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| Search | Search for an existing sales Order |
| Add | Add a new Sales Order |
| Edit | edit an existing sale Order |
| Cancel | Cancel a sales order |
| Close | Close a sales Order |
| Create reminder | Create a reminder for the sales order |
| Create Stock request | create a stock request |
| Actions | This button opens up action items that can authorize, unauthorize, confirm, confirm quantity, process a sales order |
| Print/Export | print sales order - or export sales order details to excel. |
Click Search to view any created Sales Orders to avoid Duplication.
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Contract Tab Search according to your Preference
| Customer Name | Allows a user to search by customer and the system will pull only the sales order for that selected customer |
| Date From | Select the date from which the sales order will be functional from |
| Sales Order Number | Search by selecting the sales order number |
| Sales Rep | Search by selecting the sales Rep from the drop-Down Menu |
| Date to | Search by selecting the date to |
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Custom Fields Tab
Search by Selecting from the category from the drop down arrow
Standard Tab Has Three Systems Buttons
| Add Button | To insert a sales order |
| Amend Button | allows changes on sales order |
| Cancel | Cancels Sales Order |
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