Sales Orders

Accounting > Accounts Receivable > Sales Orders

The Sales Orders screen is used to create and manage Sales Orders within the Accounts Receivable module.

A screenshot of the sales order search screen as described on this page.

  1. Search - search by identifier

  2. All Statuses - filter by status (All Statuses (default), Draft, Paid, Posted, Voided)

  3. All Customers - filter by customer

  4. Reset- click to reset search parameters

  5. Add New Sales Order - click to add a new sales order
    A screenshot of the add new sales order modal as described on this page.

    1. Date - select date of order (default: today)

    2. Expected Date - select date of delivery

    3. Customer - select customer, staff, or student

    4. Fulfillment Warehouse - select warehouse that will fulfill the order

    5. P.O. Number - enter a purchase order number

    6. Cancel - click to return to the previous screen without creating the order

    7. Save - click to be redirected to the individual sales order screen

  6. Advanced - click to open advanced filters

  7. Select Date Range - filter by date range

  8. Identifier - click to sort by identifier

  9. Date - click to sort by date

  10. Expected Date - click to sort by expected date

  11. Customer - click to sort by customer

  12. Status - click to sort by status

  13. Total - click to sort by total

  14. Pencil - click to be redirected to the individual sales order screen

  15. < > - click to scroll through pages

Individual Sales Order Screen

A screenshot of an example sales order as described on this page.

  1. Notice the Identifier, Customer Name, Status, and Total. Click Print Document to request a copy of the order.

  2. Nutrient Composition Report (not pictured, posted only) - click to request the recipe nutrient report

  3. Date - change the document date if needed

  4. Expected Date - change the expected date if needed

  5. P.O. Number - update the purchase order number if needed

  6. Fulfillment Warehouse - change the fulfillment warehouse if needed

  7. Billing Address - update the billing address if needed. Note: This field is auto-populated with the customer billing address.

  8. Mailing Address - update the mailing address if needed. Note: This field is auto-populated with the customer mailing address.

  9. Identifier - notice item identifier

  10. Name - notice the item name and modify if needed

  11. Quantity - notice the quantity and adjust if needed

  12. Unit of Measure - notice the unit of measure and adjust if needed

  13. Price - notice the price and adjust if needed

  14. Total - notice the total = Quantity x Price

  15. Taxable - check to indicate that sales tax is to be applied to this item

  16. Double Arrows - click and drag to rearrange item order

  17. Trash Can - click to remove the item from the document

  18. Search Items - search for items or click the Magnifying Glass to add invoice items to the document
    A screenshot of the item search modal as described on this page.

    1. Search - search for invoice items

    2. Tags - filter by item tags

    3. Vendors - filter by vendors

    4. Reset - click to reset filters

    5. Identifier - click to sort by identifier

    6. Name - click to sort by name

    7. Checkbox - check to add item to document

    8. < > - click to scroll through pages

    9. Close - click to return to the document screen with selected items

  19. Note (optional) - enter a note to appear on the document

  20. Notes - notice any internal notes and click (+) Add New Note to add additional notes. Notes are not editable.

  21. Delete - click to delete the document

  22. Close - click to return to the previous screen without saving changes

  23. Save - click to save changes

  24. Post - click to post the document