Publication Date: 8/17/2026
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Customer OrdersThe Customer Orders option (i.e., Sales Order, S/O) allows users to create orders for parts that are being sold to their customers. This window is composed of a header level (where the Customer, Expenditure, Terms, etc. can be specified) and a detail level (where the specific part details, like the Quantity, Cost, Delivery Date, etc. can be specified for one or more parts through multiple line items). The following tabs and buttons are available at the header level.
For more information on the options in the detail level, refer to Customer Orders Detail. Additional functionality can be utilized through the Auto Sales Order.
This update window is also available in query mode where users can view the records provided in this window but cannot create new records or edit existing data. Refer to this module's Query menu. |
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Publication Date: 8/17/2026
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