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
- Select 'Sales Orders' under 'Transactions'
- 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