How do I review a sales order created in Acumatica

Review a generated sales order by verifying quantity/pricing and printing the order as needed

Review Order:

  • Navigate to the 'Sales Orders' object 
    • Select 'Sales Orders' under 'Transactions'
      • Alternatively, you can go to a sales order directly from the Leaflink orders page once generated
     
  • Verify order contents pricing and quantity
  • Optional - Generate a PDF / Printable copy of the sales order via clicking the the dots on top of page 
    • select 'Print Sales Order'
  • Click 'HOLD' at top of page
    • Click 'REMOVE HOLD' green button
  • Click 'CREATE SHIPMENT' green button
    • Confirm ship date window and press ok