Help: Life Cycle of a Sales Order
Sales Orders are where you take orders from your customer, either entered in by a team member or submitted by a customer through the eCommerce portal
Create a Sales Order
Make sure to note the delivery date (even if it is a pick up) as this will be the invoice date.
Save the Sales Order as a draft
Saving as a draft allows you to edit it and make changes later.
Print out the pick slip
Verify the stock on hand can be met by the order and note and discrepancies.
Save the sales order as final
Once stock levels have been verified, edit the sales order and make and changes and then save it as 'Final'.
Print out the invoice
Print out the Invoice
