2.2. Sales Order Line Items

2.2. Sales Order Line Items
	2. Sales Orders

2.2. Sales Order Line Items

We will now add item YTRUCK1 to the sales order, specifying a quantity of 100 units, a unit price, and a due date set to a date in the future. If you are following along using your xTuple ERP client, be sure to specify an order quantity of 100 units for item YTRUCK1. To access the New Sales Order Item screen, follow these steps:

From the Sales Order header screen, click on the Line Items tab.
Then click the NEW button on the right side of the screen.
The following screen will appear:

Add line items to a new Sales Order

You can add as many line items to a sales order as you want, but in this scenario we will be adding just one item—100 units of item YTRUCK1. To do so, follow these steps:

Enter item YTRUCK1 into the Item Number field using the magnifying glass—or enter the number manually, followed by the TAB key.
Specify an order quantity of 100, then hit the TAB key.
Specify a date nine (9) days in the future by entering "+8" in the Scheduled Date field. If the system prompts you to confirm the changed scheduled date, click the YES button.
On the Supply tab, check the Show Availability box to see that we have no product available for delivery according to the date entered and that.
Still on the Supply tab, select the Supply Order radio button and check the Create Work Order box (if not already checked). This is important, as later we will process the resulting work order.
Click the SAVE button on the Sales Order Item screen and then click the CLOSE button.
On the Sales Order screen click the SAVE button and then the CANCEL button.
Note on the Customer workbench screen that your new order is displayed on the Sales Orders tab. Click the CANCEL button on the Customer screen to exit the Customer workbench.


2.1. Entering a Sales Order		2.3. Pricing Schedules

xTuple for Service Businesses Demo Guide

2.2. Sales Order Line Items