Starting from any Open Quote Detail
- Click the Create Sales Order button (this is located in the top right hand corner of the page under the date)
- A new Sale Order will open
- Double click the 1st item
- Verify the Quantity and the Price are correct
- Hit the Tab button 3 times (this will ensure you will always recalculate the line total if any changes are made)
Click the Schedule Shipments Tab
- Click the Add a Ship Date button
- Enter the quantity being shipped
- Enter the Customer Due Date
- Select Via
- Enter your proposed ship date
- The customer doc date will calculate itself and give you any warnings if necessary
- Click the Save button
Confirm your availability
- Click the Availability Tab
- View any previous offers or allocations you previously added during the quoting process
- Add additional sources if necessary by clicking the Add Source button
- Select your preferred source by clicking the Set as Preferred button
- Click Save
Review your order
- Always review these fields before completing the sales order
- Company and Contact info are selected
- A Customer POno has been entered
- Terms are set
- You have the correct qty and resale price of the line you’re selling
- A currency & exchange rate are selected and entered
- Estimated GP is green at the bottom
- You have a ship via selected on the right
- Save it one more time (just to be safe)
Request Authorization
- Click the Request Authorization button at the top right part of the screen