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How Do I Start and Complete a New Sales Order?

Use Sales Order Entry /SOE to create a new sales order and complete the order through Pick Ticket.

Job Aid: SOE

Sales order entry screen is one of the most used screens in the sales support department. This screen is used to create new sales orders and edit existing open orders. Slash command /SOE.

Step One - /SOE

Step Two - Fill out Required location retrieval field

  • Selling Warehouse 001 or 008
  • Department (001) Enter

Image_1_Sales_Order_Entry_Location_Retrieval (1)

Step 3 — Order Number field will populate automatically.

Enter

Helpful Tip: If editing an existing order, input the order you wish to change

Step 4 — Input customer number or search by customer name.

Enter

Step 5 — Customer ship-to verification.

If the customer has more than one ship to; it will appear blank. If there is only one ship too the field will populate automatically-001

Confirm ship to with rep or customer.

Image_2_Customer_Ship_To_Verification(1)

F3- Enter- Enter- Enter

Find correct ship too- F2

Image_3_Customer_Ship_To_Selection
Enter through until sales header screen appears

Step 6 — After all items have been selected and prices confirmed to ensure accuracy - F2 to complete the order.

Image_4_Order_Completion_Pick_Ticket(1)

Step 7 — A box will appear - F2 on Pick Ticket.

Helpful Tip - Do not confuse pick ticket at the end of the order with a manual ticket printing /PTP.

Helpful Tip- To insert a new item in the body of the order-F12 on the line below and a new line will be created

Order is complete!