Create A Sales Order

1.  Access the Sales Order application from the Activities menu or Shortcuts.

2.  Select an AR Account and press Tab.   As you enter an AR Account in the Type-Thru drop box, ObjAcct will find the best match.  You can also click on the down arrow at the right of the drop box to display the full list of AR Accounts. Scroll down the list until you find the desired AR Account and click to retrieve it for the sales order.

3. By default, Hold will not be checked.  If you check the Hold field, the Sales Order will not update the Quantity On Sales Order for the items on the order.

4.  Select the Customer from whom you wish to enter an order and press Tab.   As you enter a Customer in the Type-Thru drop box, ObjAcct will find the best match.  You can also click on the down arrow at the right of the drop box to display the full list of customers. Scroll down the list until you find the desired customer and click to retrieve it for the sales order.

5.  After you select a Customer, the Class field will default to the Customer's Default Sales Class, the Billing Address and Shipping Address will default to the Customer's Entity Address, the  S.O.Date will default to the current business date, the Terms will default to the Customer's Default Terms and the Sales Tax will default to the Customer's Default Sales Tax Id/Group. 

Upon Save, the Due Date will be calculated using the Document Date and the Terms.

8.  The Sales Order No. will automatically be assigned at Save by adding one to the Last Sales Order Doc Nbr in Company Setup.  You may key in an Sales Order No.. and ObjAcct will ensure that it is unique.

9.  Optionally, you may select a Job, PO Number, Salesperson, Ship Via, or enter descriptive text in the Memo field. 

NOTE:  If you enter a Job in the Invoice Header section, each order transaction line will be assigned to that Job or you may select a different job for each transaction line.

10.  Fill in the order detail lines.  You must select an Item, Class (if Company Setup, Use Classes = "Required"), Unit, and Amount.   The Taxable checkbox will default to checked if the Item you selected is setup as Taxable in Items. Enter as many transactions lines as you need.

11. Optionally, you may select a Customer Message to appear on the printed Sales Order.

12.  Click on Save to save the Sales Order.  Upon Save, the Total Tax and Total Amount of the sales order will be calculated and displayed.