Sales Order

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Sales Order
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Related Pages
Picking
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RMA
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Accounting
Standard Inventory Items
Service Items
Discount Items
Credit Return

Icon.Sales Order.png The Sales Order module, located in the Sales group, allows the creation of sales orders, credit returns, and drop ship orders. This module is often referred to as the SO module and also provides the ability to quickly fulfill orders, take payments, print invoices, and much more. The following table of contents and flow chart can be used to navigate the article.


Create Sales OrderOrder is FulfilledPrint Pick TicketPrint Packing ListIssue Sales OrderPick ItemsPack/Ship ItemsSO, Credit Return or Drop ShipSales OrderDrop ShipCredit ReturnChange Item Type to Credit ReturnChange Item Type to Drop ShipIssue Sales OrderIssue Sales OrderReceive/Reconcile Sales OrderIssue Purchase OrderReceive Purchase OrderSO Flow Chart Process.PNG

PROCESS

1. Create a sales order

Follow the steps below to create a sales order.

  1. Open the Small.Sales Order.png Sales Order module by clicking the Sales module group or menu and then clicking Sales Order.
  2. Click the New Button.png New button in the module toolbar.
  3. Select a customer by typing the customer's name or number in the Customer field.
  4. Make any changes to order details such as order number, customer address, fulfillment date, tax, location group, class, etc.
SO General Tab.png

Sales orders can also be created using the import.

2. Add items

Below are some of the ways to add items to a sales order.

  • Start typing in the Product field and Fishbowl will search for products that begin with the entered text. Highlight the desired item and click Enter. There is an option in the Small.Part.png Part module options that will also allow product descriptions to be searched when typing into this field. Customer part numbers can also be typed into the Product field to select an item.
  • Click the Drop Down Arrow Icon Button.png Drop Down Arrow button to the right of the Product field and then click an item in the list to add it to the order.
  • Click the Search Icon Button.png Search button to the right of the Product field. This will display the Product Search window. Highlight the desired product and click OK.
  • Click the Add Icon Button.png Add Items button to the right of the Product field. This will display the Add SO Item wizard which displays more details and allows the following types of items to be added.
SO Item Types.png

Item types

  • Product
    • Sale - A product that is being sold.
    • Credit Return - A product that is being returned.
    • Drop Ship - A product that is shipped directly from a vendor to the customer.
    • Kit - A group of products.
    • Shipping - A type of part/product used for shipping charges.
  • Miscellaneous Sale - A sale that is not tied to a product.
  • Miscellaneous Credit - A credit that is not tied to a product.
  • Subtotal - An item that sums the prices above it.
  • Discount - A percentage or flat rate discount. Discounts can be created in the Small.Discount.png Discount module or by clicking the Discount Button.png Discount button to the right of the sales order item table.
  • Associated Price - An additional charge associated with specific products.
  • Tax Rate - A percentage or flat rate tax. To make a one-time modification to a flat rate tax, click the Unit Price field after adding the flat rate tax to the order.
  • Note - Adds a note to the sales order as a separate line item. These are different than item notes which can be added to individual items in the Edit window.
  • Custom Work Order - Creates a custom work order and adds it to the sales order. To view or reconfigure the work order, double-click the sales order item and select the Configuration tab. The sales order item can then be picked after the work order is completed.

Insufficient inventory dialog

When adding more inventory than is available, the Insufficient Inventory dialog allows the item to be drop shipped, substituted, added with only the available quantity, or added anyway. The lead time represents the time it will take to order or build the part. The lead time is also displayed on the Fulfillment Date step of the Add SO Item wizard.

Insufficient Inventory.png

Click the Info Icon Button.png Show inventory amounts button in the bottom-right corner of the dialog to see inventory details and purchase orders that have been placed for this item.

Edit an item

Below are some of the ways an item can be edited.

  • Inline - Many fields (Qty, Price, Type, Notes, etc.) can be edited directly in the table by simply clicking the field and typing.
    • Quantity, cost, and price fields throughout Fishbowl can solve mathematical equations. Enter the equation and the answer will appear when leaving the field.
      In field calculator Tip.png
  • Double-click - Other changes can only be made by double-clicking the line item to open the edit dialog.
  • Edit button - The edit dialog can also be opened by highlighting the line item and clicking the Edit Button.png Edit button found on the component toolbar to the right.

SO 2.png

Below are a few of the things that can be edited on an item.

  • Type - Product types include Sale, Drop Ship, and Credit Return. Miscellaneous item types include Credit and Sale.
  • Quantity - The quantity of the item.
  • UOM - The unit of measure for item.
  • Unit Price - The price per unit of the item. Click the Pricing button to apply Pricing Rules.
  • Taxable - Determines if the item should be taxed or not.
  • Tax code - The tax code is displayed in the Item Details window. The tax code can also be displayed on the sales order item table. Currently, the tax code is read-only and is determined by the order tax or set by Avalara. Line item taxes will display their tax code. In future releases, the tax code will be set manually, or based on the product.
  • Notes - Allows notes to be added to the item. These notes will display in the Small.Picking.png Picking module and on many reports. Information added on the Memo tab will only be visible internally.

Detailed information about the Product, Inventory, and Cost can be seen by clicking the appropriated tabs in the edit dialog.

On the Custom tab of the Sales Order Item Details window, custom fields can be set for each sales order line item. To configure custom fields for sales order line items, select Sales Order Line Item from the drop down in the Small.Custom Field.png Custom Field module.

SO Line Item Custom Fields.png

After the necessary changes have been made, click OK at the bottom of the window and then click the Save Button.png Save button in the module toolbar to save the changes.

3. Issue a sales order

To issue a sales order, click the Issue Button.png Issue button in the module toolbar. Issuing a sales order automatically saves the order and allows the order to move to the next step in the sales order process.

  • For Sale type items, issuing will create a Pick.
  • For Credit type items, issuing will create a Receipt.
  • For Drop Ship type items, issuing will create a Purchase Order.

Order status

The Status field shows the status of the sales order.

  • Estimate - The sales order has been created, but not issued.
  • Issued - The sales order has been issued, but not picked.
  • In Progress - The sales order has been picked or partially fulfilled.
  • Fulfilled - The sales order has been completely picked, packed, and shipped.
  • Closed Short - The sales order was closed short before all items were fulfilled.
  • Void - The sales order was voided before any items were fulfilled.
  • Expired - The sales order has expired. An expired order can be activated by clicking the Issue button. For more information, see the Date Expires field on the Details tab of the Small.Sales Order.png Sales Order module.

4. Fulfill a sales order

FUNCTIONS

Module buttons

New Button.png New creates a new sales order.

Issue Button.png Issue toggles the Issued status of the sales order.

Save Button.png Save saves any changes made to the sales order.

Delete Button.png Delete deletes the sales order if it is in an Estimate status. Issued orders can be unissued to return them to the Estimate status.

Void Button.png Void replaces the Delete button when an order has an Issued status. The order will be voided, but not deleted.

Close Short Button.png Close Short replaces the Delete button when an order has been partially fulfilled. This button will close short the unfulfilled portion of the order.

Payment Button.png Payment takes a payment for the sales order.

Avalara Button.png Avalara gets a tax estimate from Avalara.

Check Balance Button.png Check Balance gets the customer's balance from the accounting system.

Invoice Button.png Invoice prints the invoice report for the sales order. Visibility for this button is set in the Small.Sales Order.png Sales Order module options.

SO to PO Button.png SO to PO creates a PO (Purchase Order) for the items on the sales order.

Inventory Button.png Inventory checks to see if there is sufficient inventory to fulfill the current order.

Quick Ship Button.png Quick Fulfill picks, packs, and ships the order from the Quick Fulfill wizard. The name of this button can be customized in the Small.Sales Order.png Sales Order module options.

Rates Button.png Rates opens a wizard to get shipping rates from UPS.

To Pick Button.png To Pick opens the order in the Small.Picking.png Picking module if the sales order has an Issued status.

To Receive Button.png To Receive opens the order in the Small.Receiving.png Receiving module for credit return items.

History Button.png History opens the Purchase History Report for the customer on the sales order.

Duplicate Button.png Duplicate creates a copy of the sales order. The order number will automatically be assigned and the new sales order will have an Estimate status.

Email Button.png Email opens a window to compose an email. If the module's default report is specified, the PDF report will be attached. Email can be configured on the Email tab tab of the Small.Settings.png Settings module.

Print Button.png Print sends the default module report to the printer.

How To Button.png How To opens this article in a web browser.

Refresh Button.png Refresh reloads whatever is currently open in the module.

Credit return

Follow the steps below to create a credit return for items that a customers would like to return.

  1. Create a sales order or open an existing sales order.
  2. Add the item and change the type to Credit Return. Alternatively, click the Add Icon Button.png Add button on the component toolbar to the right and choose Return Product.
  3. Issue the sales order.
  4. Receive the returned items in the Small.Receiving.png Receiving module.

See Credit Return Journal Entries for an explanation of the accounting process for credit returns.

Discount

Follow the steps below to add a discount to a sales order.

  1. Highlight the item that will be discounted, and then click the Add Discount Icon Button.png Discount button located on the component toolbar to the right.
    Add Discount Page.png
  2. Choose a discount from the window and click OK. Discounts can also be selected by typing the beginning letters of the discount name, description, or rate and then pressing Enter on the keyboard. To create a new discount, click the Add Icon Button.png Add button.
    Discount window.png
  3. The discount will be added below the selected item. A discount applies to the item directly above it. Items on a sales order can be rearranged by right-clicking an item and then selecting Move Up or Move Down. To apply a percentage discount to more than one item, add a subtotal before the discount.
  4. To make a one-time modification to an amount discount, click the Unit Price field after adding the discount to the order.

Drop ship

Drop shipping in Fishbowl is the process of shipping an item directly from a vendor, to the customer, without ever physically receiving the item. Follow the steps below to drop ship an item.

  1. Create a sales order or open an existing sales order.
  2. Add a drop ship item using any of the following methods.
    • Add the item and change the type to Drop Ship.
    • When an item has insufficient inventory, a dialog will be displayed allowing the item to be added as a drop ship type.
      Insufficient Inventory.png
    • The item can be set to always drop ship by loading the product in the Small.Product.png Product module and changing the SO Item Type to Drop Ship on the Details tab.
  3. Issue the sales order. Drop ship items must have a vendor association before the order can be issued. Vendor associations can be added on the Vendors tab of the Small.Part.png Part module, or on the Parts tab of the Small.Vendor.png Vendor module.
  4. Open the purchase order that was created when the sales order was issued. The purchase order can be found by double-clicking the drop ship item, selecting the Purchase Order tab, and clicking on the blue Number link.
  5. Issue the purchase order by clicking the Issue button in the Small.Purchase Order.png Purchase Order module.
  6. Click the Receive PO button in the Small.Purchase Order.png Purchase Order module and then click the Receive button in the Small.Receiving.png Receiving module to fulfill the order.

Take a payment

Follow the steps below to take payment for a sales order.

  1. Open the sales order that is being paid for and click the Payment Button.png Payment button located on the module toolbar.
  2. Select a payment method and enter the payment information.
    Payment Methods.png
    • If wallets are enabled, the customer's previously used credit cards will be listed as one of the payment methods.
      Wallet.png
    • Payments can be refunded by selecting Refund Credit Card in the Method field.
    • Custom payment methods can be created on the Payment Methods tab of the Small.Settings.png Settings module.
    • The required fields for credit card payments can be set in the Small.Payment Viewer.png Payment Viewer module options.
    • The Paid amount indicates the total of previous payments.
    • The Difference amount indicates the difference between the amount due and the amount paid. If the amount is in parenthesis this indicates the customer has overpaid.
    • Credit card receipt options can be set in the Small.Sales Order.png Sales Order module options.
    • The Quick Fulfill wizard can be started automatically by selecting the checkbox at the bottom of the payment window. This option is also available in the Small.Sales Order.png Sales Order module options.
  1. Click Process to complete the payment and print a receipt. When the order is paid in full, a Paid stamp will appear on the sales order. The Paid stamp can be disabled on the General tab of the Small.Sales Order.png Sales Order module options.
    Paid SO.png

NOTE: For companies that consistently take prepayment before an order is fulfilled, see Handling prepayments for a process that will export the payment to an unearned revenue account instead of the Accounts Receivable account.

Quick fulfill

The Quick Fulfill wizard allows the process of picking, packing, and shipping to be done within one simple wizard and is ideal for users who complete entire orders by themselves, or for orders that are quickly being processed without any delay. Instead of having separate users in charge or picking, packing, or shipping, one user can do all three in one easy step. Follow the steps below to use the quick fulfill feature.

  1. Open the order in the Small.Sales Order.png Sales Order module and click the Quick Ship Button.png Quick Fulfill button located on the module toolbar.
  2. A warning will be displayed if the order has not been paid. This can be customized in the Small.Sales Order.png Sales Order module options. There is also an option to start the quick fulfill wizard after taking payment.
    Payment warning.png
  3. The first step of the Quick Fulfill wizard shows the pick for the order. Items can be picked individually, or all items can be picked automatically by clicking the Next button.
    Picking Quickship.png
  4. Click Next to advance to the Summary step. The summary step allows a pick report or packing list to be printed or previewed.
    Quick fulfill summary.png
  5. Verify the summary information and click Finish to ship and fulfill the order.

QuickList

A QuickList is a group of products that can be quickly added to a sales order. Similar results can also be achieved with a kit, a bill of materials, or associated products. QuickLists are an efficient way to manage groups of regularly purchased goods for a specific customer. For example, if a customer orders the same 16 items on a monthly basis, that list of items and their respective quantities can be stored in a QuickList for that customer, while still maintaining the ability to customize the items once they have been added to the order.

Create a QuickList

  1. Create a sales order, add all of the required items.
  2. Right-click any item and select Add items to a QuickList.
  3. Items can be added to an existing list, or a new list can be created. Select an option, and click Next.
    QuickList Wizard Choose QuickList.png
  4. Select individual items to be added to the QuickList, or click the Select All button.
    Choose items to add to Quicklist.png
    • The quantities of the items for future orders can be modified by double-clicking in the quantity field. Changing the quantity will not affect the quantity on the current sales order.
  5. Click Finish to complete the wizard.

Use a QuickList

  1. Create a sales order for a customer that has a QuickList. QuickLists are customer specific.
  2. Click the List Icon Button.png List button in the component toolbar.
  3. Select a QuickList from the drop down at the top of the dialog window.
    QuickLists.png
  4. Place a checkmark next to the items to be added or click the Select All button.
  5. Click Insert to add the items to the sales order.

Check balance

The Check Balance Button.png Check Balance button appears when Fishbowl is integrated with an accounting system. When pressed, a dialog will display the following information for the customer on the current order.

Check Balance.png

  • Customer Balance - The customer's unpaid balance in the accounting system.
  • Credit Limit - The customer's credit limit. If the customer has different limits in Fishbowl and the accounting system, both limits will be displayed.
  • Difference - The customer's available credit. The difference between the credit limit and the balance.

History button

The History Button.png History button will open the Purchase History report. If an order is open, the report will show the purchase history of the customer on the order.

Purchase History Report Window.png

To change the report that is loaded when clicking the History button, open the Small.Reports.png Reports module options and change the report for Customer Purchase History. The same button is also found in the Small.Customer.png Customer module.

Duplicate a sales order

To duplicate a sales order, click the Duplicate Button.png Duplicate button located on the module toolbar. This will create a copy of the sales order using the next auto-assigned SO number.

Duplicate SO.png

Any sales order may be duplicated, including fulfilled orders. The new sales orders will have an Estimate status.

Delete, void, or close short

The Delete button changes according to the status of the sales order. Before deleting or voiding a sales order, any order processing, such as picking and packing, needs to be voided. Shipped items cannot be voided, but can be reversed with a Credit Return. The unfulfilled items on a partially fulfilled order can be closed short.

The Delete Button.png Delete button will remove an order, and any record of it. Saved orders with an Estimate status can be deleted. If the order is already being processed, void the pack in the Small.Shipping.png Shipping module, void the pick in the Small.Picking.png Picking module, and unissue the order in the Small.Sales Order.png Sales Order module order before clicking the Delete button.

The Void Button.png Void button will prevent the order from being processed, but leave a record of it. Orders with an Issued status can be voided. If the order is already being processed, void the pack in the Small.Shipping.png Shipping module and void the pick in the Small.Picking.png Picking module before clicking the Void button.

The Close Short Button.png Close Short button will void the unfulfilled items on a partially fulfilled order. Orders with an In Progress status can be voided. All items on the order must either be fulfilled or in a voidable state. If there are any open shipments or picks, they must be fulfilled or voided before clicking the Close Short button. To see the original quantity after closing short an order, hover over the item's Qty field.
Close Short Qty.png

Edit a fulfilled sales order

Many details of a sales order can be edited even after the order is fulfilled. A user with access to all of the Sales Order-Can Always Change Access Rights in the Small.User Group.png User Group module will be able to modify the Fulfillment Date, Bill To Address, Ship To Address, Contact, Salesperson, Shipping Terms, Payment Terms, FOB, Carrier, Ship Services, Order Notes, Item Notes, Memos, and Custom Fields. After making changes to a fulfilled order, click the Save button in the module toolbar to commit the changes.

NOTE: If an order has already been exported to QuickBooks, a dialog will be displayed informing the user that the changes will need to be manually entered into QuickBooks.

SO to PO

The SO to PO function allows a purchase order to be quickly created for the items that are on a sales order. To use the SO to PO feature, items must first have a vendor association which can be added on the Vendors tab of the Small.Part.png Part module, or on the Parts tab of the Small.Vendor.png Vendor module.

  1. If the SO to PO button is not on the module toolbar, enable it in the Small.Sales Order.png Sales Order module options.
  2. Create and issue a sales order.
  3. Click the SO to PO Button.png SO to PO button in the module toolbar.
  4. Choose which items should be purchased and click OK.
    SO to PO Dialog.png
  5. A confirmation dialog shows the order numbers for the purchase orders that were created. If the items on the sales order are associated with different vendors, multiple purchase orders will be created.

Currency conversion

The Small.Currency.png Currency module provides the ability to create alternate currencies and set the conversion rate between the home currency and the alternate currency. These currencies can then be assigned to customers. When a customer with an alternate currency is used in the Small.Sales Order.png Sales Order module, prices can be viewed and set in the alternate currency. Fields used for multi-currency will not be visible until currency conversion is enabled. Below are the currency features available in the Small.Sales Order.png Sales Order module.

  • The currency rate for the order can be set using the Rate field at the top of the sales order. When changing the rate, a dialog will allow the customer's default rate to be updated as well if the customer is not using the currency default rate.
    Set Alternate Currency for SO.png
  • When selecting a customer, the sales order currency and conversion rate will default to the customer's default values set on the Details tab of the Small.Customer.png Customer module.
    Customer Default Currency.png
  • The alternate currency is displayed in the order item table. Click to edit the Unit Price or Total field in either currency and the currency conversion will happen automatically.
    Alternate Currency in SO Item Table.png
  • The order total will be displayed in the alternate currency at the bottom of the sales order.
    Sales Order Total Currency.png
  • The Sales Order report can display the alternate currency which allows the order to be sent to the customer in their default currency. The Shipping Invoice can also display alternate currencies.
  • If currency conversion is enabled in Fishbowl and QuickBooks, orders will export to QuickBooks with the alternate currency set.
  • The Sales Order import also has currency conversion support.

UPS

UPS features are built into Fishbowl and directly accessible with no additional software required. The UPS integration can be configured by clicking a UPS Button.png UPS button in the Shipping or Sales Order module, or by opening the Small.UPS Ready.png UPS Ready module.

  • Sales Order Rates - Rates are created in the Small.Sales Order.png Sales Order module. A rate is an estimate that can be added as a line item on the sales order. It is not necessary to have a UPS account number to get rates. The Account Type will determine the type of rates that are shown. A rate can also be added to the order to charge the customer for shipping.
  • Shipping Quotes - Quotes are created in the Small.Shipping.png Shipping module. A quote reflects the actual amount that will be paid to UPS. The Shipping module has buttons to get and accept quotes, create and void shipments, print labels, and return shipments. Shipping amounts will be determined by the negotiated rates associated with the shipper account. To charge a customer for actual shipping charges, see Carton based shipping.

The Rates Button.png Rates button is used to get UPS estimates.

  1. Open the sales order and click the Rates button in the module toolbar.
  2. If the UPS license agreement is displayed, complete the UPS Setup.
  3. Set any applicable Service Options at the top of the window.
    UPS Rates.png
  4. Click the Add Icon Button.png Add button to add any additional cartons and then highlight each carton and set the Carton Details at the bottom of the window.
  5. Click the Get Rates button.
  6. To add a shipping rate to the sales order, select the desired rate and then click the Add to SO button.

Search

In the search pane on the left of the module, orders can be filtered by Number, Customer, and Status. Click the Advanced Search button to search the Custom Fields and the following search options.

SO Advanced Search.png

TABS

General tab
SO General Tab.png

The General tab displays important order information, including the customer, the order number, the order status, addresses, order items, tax, and more.

  • Click the Edit Icon Button.png Edit button in the address panel to modify the addresses for the current order.
  • Use the component toolbar to the right of the item list to add and modify items, discounts, QuickLists, and more.
  • Right-click on the table header and choose More... to customize which columns are displayed.
  • Order items can be rearranged by right-clicking on an item and choosing Move Up or Move Down, or by using the Keyboard Hot Keys.
  • To view the product image, hold the Alt key and click a sales order item, or right-click the item and choose Show Product Image.
Details tab
SO Details Tab.png

The Details tab displays important order details including a link to the customer in the Small.Customer.png Customer module, shipping terms, payment terms, order dates, and more.

  • Date Expires only applies to orders with an Estimate status. The Date Expires field will be set automatically with the Days to expire module option. The date can be modified on the Details tab, but orders will only expire if the module option is enabled by entering an amount greater than 0. If the module option is set to 0, orders will not expire, even if an expiration date is manually entered on the order. Each day at 1 AM, a scheduled task will run and change the status to Expired for any Estimates with expiration dates that have passed. Expired orders can be viewed by selecting the Expired or All status in the sales order search pane. An expired order can be activated by clicking the Issue button.
  • The Phone and Email fields will show the default Main number and Email address of the customer's default Ship To address. These fields can be modified on a per order basis and they will transfer to the Details tab of the Small.Shipping.png Shipping module. For more information, see Address precedence.
  • The Category field sets the default calendar category for the sales order.
  • Many of the details, such as shipping terms, payment terms, etc. will default to the values on the Details tab in the Small.Customer.png Customer module.
  • The priority set in the Priority field will transfer to the pick priority in the Small.Picking.png Picking module.
  • Information added to the Note field will be displayed on the Sales Order report. Information added on the Memo tab will only be visible internally.
  • The URL field can be used to link to local files, websites, etc.
  • Each sales order can be marked as To Be Printed and To Be Emailed. These orders can then be displayed in the search pane by clicking the Advanced Search button.
Memo tab
SO Memo Tab.png

The Memo tab can be used to add information to each sales order. The upper pane displays the memos, the date they were created, and the user that created them. Highlighting a memo will display the details of the memo in the lower pane.

  • Click the New Icon Button.png New button to create a new memo.
  • To edit a memo, highlight the memo in the upper pane and then click the Edit Icon Button.png Edit button.
  • To delete a memo, highlight the memo in the upper pane and then click the Delete Icon Button.png Delete button.
  • Click the Print Memos button to print the memos for an order.
Custom tab
SO Custom Tab.png

The Custom tab stores additional fields for the order that can be customized to fit the needs of each company.

  • Custom fields can be created and modified by opening the Small.Custom Field.png Custom Field module and selecting Sales Order from the drop-down at the top of the module.
  • Custom fields with the same name and type will transfer from the customer to the sales order if the Customer module option is enabled. For example, if a customer has a custom field that stores priority and there is a matching custom field for sales orders, the data in the custom field will transfer when creating a new order for the customer.
  • To search for orders using the custom fields, click the Advanced Search button in the search pane to the left and then click the Custom tab.


MODULE OPTIONS

Some aspects of the Small.Sales Order.png Sales Order module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
So module options general.png
  • Next Number
The characters entered in this field will be used as the next order number. Every time a new order is created, the final group of numbers will be increased by one. For example, Pier1-Order99-LA will be incremented to Pier1-Order100-LA.
  • Start fulfillment wizard after taking a payment
When this option is on, the Quick fulfill wizard will automatically start after taking a payment.
  • Warn user when payment has not been made
When this option is on, a warning will be displayed when trying to quick fulfill an order before payment has been made.
  • Print invoices from Fishbowl
If this option is on, an Invoice button will be added to the Small.Sales Order.png Sales Order module toolbar. The Invoice button loads a Sales Order report that is marked as an invoice.
  • Check bill of material parts when checking inventory
If this option is on, the Sales Order Check Inventory button will check the inventory of the raw goods on an auto-create BOM, instead of checking the inventory of the finished good.
  • Verify when the user selects 'None' as the Tax Rate
This option displays a message when a Sales Order is saved with a tax rate of None.
  • Default the salesperson field to the customer’s default salesperson
If this option is on, the salesperson will be set to the customer's default salesperson. If this option is off, the salesperson will be set to the user that created the Sales Order. The default salesperson is set on the Details tab of the Small.Customer.png Customer module.
  • Highlight the difference in list price after saving the order
If the price of an item is different than the list price, this option will ensure that the price is highlighted with a blue font, even after a save. The list price is the tier 2 price or the product price if no tier 2 rules have been created. See Pricing rule precedence for more information.
  • Do not change sales tax for tax exempt customers
Setting this option will prevent the sales tax from changing to None when selecting a tax exempt customer.
  • Show printer options for credit card receipts
Selecting this option display a window with printer options before printing a credit card receipt.
  • Show markup and margin on sales order
Selecting this option will add a Part Cost column, a Markup column, and a Margin column to the table. When the Markup or Margin cells are edited, the product price will be adjusted automatically. A user must have the Sales Order-Markup and Sales Order-Margin access rights to be able to adjust the markup and margin. Markup and Margin fields will also be added near the order total which shows the total margin percentage and markup amount for all items on the order. This is also helpful for wholesale pricing, where the price is determined by marking up the cost a small percentage. The markup can also be set by using pricing rules.
  • Show Paid stamp
If this option is disabled, the Paid stamp will not be shown on sales orders.
  • Days to expire
Specifies the number of days until the order is marked as expired. By entering a value of zero, orders will not expire, even if an expiration date is manually entered on the order. For more information, see the Date Expires field on the Details tab of the Small.Sales Order.png Sales Order module.
  • Duplication rule
This option determines which user is set as the salesperson when duplicating a Sales Order.
  • Insufficient inventory
This option determines which location groups are used when checking for insufficient inventory.
Printing tab
So module options printing.png
  • Credit card receipt copies
This option provides the ability to choose how many Credit Card Receipt copies are printed after each transaction.
  • Payment receipt
This option determines if the payment receipt will be automatically displayed or printed.
Custom tab
So module options custom.png
  • The name of the Quick Ship Button.png Quick Fulfill button can be customized.
  • The title displayed on the Sales Order report can be customized for orders with an Estimate status.
  • A custom message (up to 4 lines) can be displayed on Sales Order reports.
SO to PO tab
So to po.png
  • Enable Sales Order to Purchase Order conversion
This option adds an SO to PO button to the module toolbar which creates Purchase Orders for the items on a Sales Order.
  • Round quantities up to the nearest whole number in the part's UOM
With this option on, the quantity on the Purchase Order will be the Sales Order quantity rounded up to the nearest whole number in the part's UOM.
  • Use the Sales Order's UOM on Purchase Order
With this option checked, the UOM on the purchase order will be the same UOM used on the Sales Order.
  • Combine line items of the same part number
If the Sales Order has the same part multiple times, this option will combine the quantities into one line item on the Purchase Order.
  • Use sales order item description as purchase order item description
The sales order item description can be edited on the sales order. If this option is enabled, the sales order item description will be used. If this option is disabled, the product description will be used.
  • Use sales order carrier on the purchase order
If this option is enabled, the sales order carrier will be used as the purchase order carrier.
Shipping tab
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  • Standard Shipping
With Standard Shipping, the sales order customer is charged for any shipping items that are manually added to the sales order.
  • Carton Based Shipping
With carton based shipping, the sales order customer is charged for the carton costs that are set in the Small.Shipping.png Shipping module. After the order is shipped, the default shipping product is automatically added to the sales order with the sum of the carton costs. Carton costs can be manually entered or automatically updated when using the Small.ShipStation.png ShipStation module or other shipping integrations. To see example journal entries for different shipping charges, see Standard Shipping and Carton Based Shipping.
  • Default Shipping Product
This option specifies the default shipping product that will be used to automatically add carton shipping costs back to the Sales Order.
  • Shipping markup
This option allows a markup percentage to be used with carton based shipping.
  • Prompt the user when saving if there are no shipping line items
This option displays a message when a Sales Order is saved without a shipping line item.
  • Allow users to put Drop Ship Items on a Sales Order
Unchecking this option will remove the ability to drop ship items.
Email tab
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  • Send email when Sales Order is issued
There are three options for email behavior when issuing a Sales Order. Always send an email, Prompt if an email should be sent, or Never send an email.