Access
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Log In to the Data Center Application to display the Data Center Ribbon Menu.
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Select
Purchasing > Sales Orders and Quotes from the ribbon menu to display the Sales Orders and Quotes screen. -
Complete one of the following procedures as appropriate to display the Sales Order Details screen.
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Create a New Sales Order:
Click the New Sales Order button to display a blank Sales Order Details screen.
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Edit an Existing Sales Order:
Click a sales order's Details button to display its Sales Order Details screen.
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Procedures
Features
| Back button |
Click the Back button to return to the the Sales Orders and Quotes screen. |
| Print Quote button |
Click the Print Quote button to print a quote. |
| Print Pick Ticket button |
Click the Print Pick Ticket button to print a pick ticket. |
| Print Packing List button |
Click the Print Packing List button to print a packing list. |
| Contact Information section |
Complete the tabs to identify the customer and other parties as needed. Refer to Select or Add a Sales Order Contact for more information. |
| Shipping Details section |
Complete the fields as appropriate to summarize and finalize the sales order. |
| Submit button |
Click the Submit button to process the sales order and move it from the Sales Orders and Quotes screen to the Sales Order History screen. |
| Product Selection section |
Complete this section to identify products, quantities, and prices for the sales order. |
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