Searching & Editing Sales Orders

1. Select Sales

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2. To search for all Sales Orders per customer begin typing the first letters of the customer’s name in the Customer field and it will appear in the drop down. All active Sales Orders will appear below and can be viewed by pressing the plus button next to the SO number.

• Alternative methods of searching for Sales Orders are by SO number, style number or line name.

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3. To edit a Sales Order, the required quantity can be added into the boxes below each size for each style. As the quantities are changed the price total will also change accordingly and once complete select the Save button down the bottom.

4. To ensure the Sales Order has updated successfully select Generate SO and a pop up will appear with two options: Update PDF and Don’t Update PDF. Selecting Update PDF will create a new version of the SO which will show in the top left hand corner as V1, V2, V3 ect.

4. Selecting Version Log shows all changes that have been made to the Sales Order as well as each updated PDF.