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Confirm Sales Order

You confirm the sales order. The number uses the prefix SO-.

Confirm Sales Order​

  1. Go to Sales → Sales Pipeline → Orders. On the order, choose Confirm order.
  2. Confirm sales order opens, and Retrieve Sales Order for Confirmation loads this order. Review Order total, Total weight, Shipping cost, and Account name. Review Sales order number, quote number, Due Date, Status, shipping status, invoice status, and Payment terms. Review Items included in order: Product, warehouse, Quantity, UoM, Price, Price per pound, Tax, Procurement Type, Shipping start date, Number of trucks, Price per truck, Trucks per day, Shipping cost, Packaging, Total weight, and Order total. Review Shipping address and Billing address. The address lines are Address line 1, Address line 2, City, State, Zip, and Country.
  3. Press Save. Confirm Sales Order runs.

You should see the number prefix SO-.