Sales Orders
Order-to-Delivery process
16 articles
What is a Sales Order?Let's run through quotes, provisional orders and Orders
Creating a Sales OrderLet's walk through each step of creating an order
Adding Products onto a Sales OrderHow to add products and assign prices to your items
Calculate Estimated Delivery DatesLearn how delivery dates are calculated automatically on sales and purchase orders
Credit CheckOutlines the credit check logic in ERP Go during order creation
Processing a Sales OrderLearn how to process deliveries.
Adding Text Items onto a Sales OrderWorking with text items on an order
Changing the Dates on a Sales OrderThis guide explains how to update the dates on an Order
Pick Products on a Sales OrderThis process reflects the pick confirm workflow, ensuring that all required items are selected and prepared for dispatch.
Batch Picking Products on a Sales OrderBatch Picking is a quick way to pick confirm your order items all at once
Dispatch a Sales OrderManage and deliver your orders seamlessly
Account notes when creating OrdersAutomatically display account notes when you create an order from an account
Completing and Reopening an Order ManuallyComplete your orders manually
Popup Order NotesThe Order Notes feature in ERP Go allows users to enter and display important notes related to accounts and places
Back ordersEasily track and manage all outstanding back-ordered items
How to Create a ProjectWhat is a Project and How to Create Projects