Sales Order Maintenance

Once a new sales order has been created, or an existing order is being edited, there are many tabs and options for customization and maintenance.
The initial screen details the customer that the order is for, the sales ID and the carrier. When updating an existing sales order, the Action field should be set to MODIFY, and when creating a new order Action should be set to INSERT.
Underneath there are several options, such as editing the shipping address, adding/removing holds for orders or customers, and a Work Detail showing the details of the order, like products.

The Ship To button above allows you to select the desired address for a customer if they have multiple associated addresses.

The ‘Order’ tab allows you to adjust information about the order, such as status, hold requirements and special instructions.

The ‘Products’ tab allows you to modify the lines of the order. To adjust, click the green ‘Add Line’ button. Then, select the pencil icon in the columns you wish to edit. At a minimum, enter the desired product and quantity. Then, in the Action column, select INSERT for a new product, or DELETE to remove a product.

Sales Order Entry is usually located in the outbound menu profile under Order Management-> Sales Order Maintenance.
Once selected you can search for and edit an existing sales order using several options, or enter the customer ID and use the blue ‘New Order’ button to create a new sales order. You can also select ‘New Customer’ to access the Customer Entry maintenance screen.