Sales Orders

Viewing Sales Orders

How to find and view existing sales orders

Sales orders can be viewed from several different places in EBMS:

  1. From a Customer Record:

    Go to Sales > Customers list and double-click on a customer to view the Customer account record.

    Click on the Invoices tab to view all invoices and sales orders (see image below).

    Change the Status setting to Sales Order to only display unprocessed invoices. To view or change a sales order, double-click to open the selected sales order.

  2. From the Main Invoices and Sales Orders Window:

    Open the sales order and invoice list by clicking on Sales > Invoices & SO's from the main EBMS menu to open the following dialog:

    To display sales orders for a specific customer, set the Bill To Customer or Ship To Customer option button and set the Status field to Sales Orders.

    To view all sales orders, set the All option, rather than selecting a customer.

  3. From a Product Record:

    Open a Product record for an inventory item listed in the sales order and click on the Count tab. Double-click on the Sales Orders > Ordered field to view a list of sales orders that contain the inventory item. Double-click on the desired sales order to open the document.

All information within a sales order can be changed unless restricted by the user security setting.