Enter Sales Order (SO Order Type)

Add new Sales Order (SO Order Type)

From the Sales Orders workspace, click the ‘New Sales Order’ tile or the ‘+NEW’ button.

Complete the Sales Order Header

1.  Customer – Select the customer for the sales order
2. Location – Verify the customer’s location and update if necessary.
3. Order Date – Defaults to today’s date. Adjust if needed.
4. Requested On – Enter the date the customer expects to receive the order.
5. Customer Order Nbr. – Enter the customer’s purchase order number.
6. External Reference – Optional: Use this field for external order references (e.g., web order numbers).
7. Description – Optional: Add a brief, internal description for this order.

 Add Sales Order Detail Lines

1. Navigate to the DETAILS tab to add items. There are two methods:

OPTION 1:  Add Items One by One.

1. 1. Click the + icon on the table toolbar to add a new row.

1. 2. In the Inventory ID field, type the item ID or part of its description. 

1. 3. Select the item from the dropdown list.
   4. Enter the Quantity, Unit Price, and other details.

Repeat steps A-D for each item.

OPTION 2: Add Multiple Items at Once

1. 1. Click ADD ITEMS from the table toolbar.
   2. Use filters such as Inventory, Warehouse, Sold Since or Show Available Items Only to find the desired items.
   3. Select the checkboxes for the items to be added.
      1. Update Qty Selected for each item in the default unit of measure shown in the UOM column (default is 1.0).
      2. Quantities may also be updated later after the items are added.
   4. Click Add & Close to add the selected items to the sales order.
   5. After items are added:

1. 1. 1. Review and update the Warehouse.
      2. Review and update the UOM.
      3. Adjust Unit Price/Ext Price as needed.

*Adjust quantity if using the default from ADD ITEMS.

Review Additional Sales Order Settings

1. FINANCIAL Tab

1. 1. Verify and update the Customer Terms.
   2. Set the Payment Method, if applicable.

2. SHIPPING tab

1. 1. Confirm the Ship Via method, update if needed.
   2. Review the Scheduled Shipment Date.
      1. This defaults to the Requested On date minus the customer’s lead time.
      2. Adjust if necessary.
   3. Review the Shipping Rule and change if a different rule is required for this order.

3. ADDRESSES tab

1. 1. Verify SHIP-TO CONTACT and BILL-TO CONTACT information.
      1. Use the Override Contact checkbox to enter custom contact information if needed.
   2. Confirm SHIP-TO ADDRESS and BILL-TO ADDRESS information.
      1. Use the Override Address checkboxes to update addresses if needed.

4. Click Save on the form toolbar to create and store the new sales order.

Print or Email the Sales Order

1. To print, open the Action menu (…) and select the Print Sales Order option.
2. To email:
   1. From the print preview screen, use the SEND option to email the form (requires configuration).
   2. Alternatively, use the Email Sales Order option on the Action menu to send the email using a pre-defined template.

📩 NOTE: For help with modifying printed forms or configuring email templates, please contact Firefly.