Sales Order Process

Sales Order process buttons

A Sales Order can have that are either in stock and available for picking or not in stock and need to be ordered. It may also be a combination of the two. For example, and order of 10 units for an item is placed but only 2 are available. Therefore, two can be picked and 8 need to be ordered.

An item may need to be purchased from a vendor or it may need to be assembled (as in a kit or manufactured good). Therefore, a Sales Order can also create the following orders:

• Pick Orders

• Purchase Orders

• Assembly Orders

Assembly Orders also create additional orders called Dependent Orders. You can learn more about Dependent Orders in these knowledge base videos:

• Trayse Inventory - Dependency Orders for Assembly Orders, part 1 of 3

• Trayse Inventory - Dependency Orders for Assembly Orders, part 2 of 3

• Trayse Inventory - Dependency Orders for Assembly Orders, part 3 of 3

Once released, line item status changes to "In Progress". A pick reference number is provided in the header data on the top left of the layout. If multiple picks are required for this Sales Order, the latest Pick order is in the header. Previous Pick orders can be accessed by clicking to the More... button in the header.

Sales Order pick reference

Assembly Orders and Purchase Orders are stored in the More... button in the header.

The other process buttons include:

Print Preview - This creates a PDF but it does not update the item's Allocated quantity, nor does it create a transaction record. Print Preview is always available, regardless of the order status.

Hold - Holds the Sales Order indefinitely.

Edit - This is a customization option if you need to edit an order after it has been released to the picking. For more information, contact New Leaf Data, LLC to discuss your particular business rules for this process.

Cancel - Cancels the Sales Order. An order cannot be canceled once it has been completed or partially filled.

Sales Order PDF