Sales

---

OVERVIEW

PROCEDURES

COMMON QUESTIONS

• Sales Orders
• Pick Tickets
• Packing Lists/Invoices
• Returns
• Delivery Schedule

• Creating a Sales Order
• Inventory Allocation
• Adding a Pick Ticket to SO
• Processing Pick Tickets- Fabricators
• Receiving a Deposit
• Creating a Return
• Closing Sales Orders
• Batch Invoicing
• Adding a Truck Run

• Sales Order / Job is Locked from Editing
• What is the Point of Pick Tickets?
• SO Shows as "Open" but is Already Invoiced
• New Quote & SO Interface