Publication Date: 8/17/2026 Share Print

Previous Topic

Next Topic

Book Contents

Book Index

Customer Orders

The 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.

Customer Orders Header Tabs

Customer Orders Header Buttons

General Tab

Shipping Information Tab

Bill To Tab

Informational Tab

but_reset_sm Reset button

but_new_small New button

but_save_small Save button

but_delete Delete button

but_notes_small Notes button

but_print (small) Print button

but_select_small Select button

but_picklist_small Picklist button

but_CXL_RSV_small Cancel Reservation button

Contact Button

but_audit_sm Audit Button

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.

 

Sales Order Process

Customer Orders

 

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.

In This Section

Customer Orders, General Tab

Customer Orders, Shipping Information Tab

Customer Orders, Bill To Tab

Customer Orders, Informational Tab

Customer Orders Buttons

Customer Orders Detail

See Also

Customer Orders, Update Menu

Customer Orders Pending Review

Customer Order Reservation Control

Customer Order Supervisor

Exchange Order Out

Exchange Order Out Finalization

Exchange Order Out Request

Exchange Order Out Supervisor

Rental Order

Rental Order Finalization

Rental Order Supervisor

Sales Order Return

Sales Order Return Supervisor

Surplus Sales

Top of Page Publication Date: 8/17/2026 Share Print