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5.6. Sales

Add to Packing List Batch

Select to add the specified Order to the Packing List Batch.

Cancel Billing

Select to cancel the specified Billing Selection.

Convert to Invoice

Select to convert the specified Quote to an Invoice.

Convert to S/O

Select to convert the specified Quote to a Sales Order.

Edit Billing

Select to edit the specified Billing Selection.

Edit Characteristic

Select to edit the Characteristic associated with the specified record.

Edit Credit Memo

Select to edit the specified Credit Memo.

Edit Customer

Select to edit the Customer master for the specified Customer.

Edit Item

Select to edit the specified Order Item.

Edit New Order

Select to edit the new Sales Order.

Edit New Order Line

Select to edit the new Sales Order Line Item

Edit Order

Select to edit the specified Order.

Edit Sales Order

Select to edit the specified Sales Order.

Email Order Acknowledgement

Select to schedule the Sales Order for email delivery.

Firm Line

Allows you to firm items on the Sales Order. A firmed Sales Order Line Item cannot be edited, unless it is softened first.

Inventory Availability by Sales Order

Select to display Inventory availability for the specified Sales Order.

Invoice Information

Select to view details for the specified Invoice.

New Order Shipments

Select to view Shipments for the new Sales Order.

New Order Shipment Status

Select to view Shipment statuses for the new Sales Order.

Open Line

Select to re-open the specified Sales Order Item.

Print Packing List

Select to print a Packing List for the specified Order.

Print Return Authorization Form

Select to print a copy of the Return Authorization.

Print Receipt

Select to print a Credit Card receipt.

Print Sales Order Form

Select to print a Sales Order Form for the specified Order.

Reassign Customer Type

Select to reassign the specified Customer to a different Customer Type.

Reschedule

Select to reschedule the specified Sales Order.

Reserve Line Balance

Select to reserve Inventory quantity for the entire Line Item balance.

Reserve Stock

Select to reserve Inventory quantity for the specified Sales Order Item either by total quantity on hand or by location depending on Configure Sales settings.

Send Electronic Acknowledgement

Select to email an order acknowledgement to the specified Customer.

Select This Order for Billing

Select to choose the specified Order for billing.

Shipments

Select to view all shipments for the specified Order.

Shipment Status

Select to view the status of shipments for the specified Order.

Show Reservations

Show Sales Order Reservations for the specified Item.

Soften Line

Allows you to soften items on the Sales Order. Firmed Sales Order Line Items must be softened before they can be edited.

Unreserve Stock

Select to remove Inventory reservations for the specified Sales Order Item.

View Bookings

Select to view sales bookings for the specified line.

View Customer

Select to view the Customer master for the specified Customer.

View Item

Select to view the specified Order Item.

View New Order

Select to view the new Sales Order.

View New Order Line

Select to view the new Sales Order Line Item.

View Order

Select to view the specified Order.

View Original Order

Select to view the original Sales Order.

View Sales Detail

Select to view sales history for the specified line.

View Sales Order

Select to view the specified Sales Order.