Sales Order Inquiry is the screen that is utilized to view any order that has not been invoiced or any return (pick-up) that has not been credited.
Slash command:
/SOI
Step 1 — Open Sales Order Inquiry.
Enter:
/SOI
Step 2 — Locate the customer.
Input the customer number or search by customer name.
Press:
- Enter
- Enter
- Enter
Understanding Order Types
Type 01
Signifies an order that is shipping from the Singer warehouse to the customer.
Type 04
Signifies an order that is shipping (drop ship) from the factory to the customer.
Type 09
Signifies a return (pick up) of product from the customer.
Helpful Tip
Sometimes there isn't anything pending for a customer so there won't be anything to view.
Helpful Tip
Sometimes you will see alerts under the following columns:
Column N
An A* indicates there are notes in the system pertaining to that order.
Column A
An A indicates the order is on Administrative Hold. The field will be blank when the order is released.
Column CH
An H indicates the order is on Credit Hold. The field will show R when the order is released.
Filters
Press F3 to see filter options.
You can filter by:
- Customer PO Number
- Ship To
Selecting "Y" will display additional filtering options.