Supplier Processes Sales Order

Edit and View Sales Order access is required. This is the collaboration phase with your Customer. Order changes are reviewed and only the Supplier may make updates.

Step 1

Navigate to Dashboard, select Sales Orders on the Side Navigation Menu.

Click Edit.

Step 2

Update fields as needed. All updates are immediately visible to the Customer.

Section 1 - Primary Details

• Accept by Date - Accept Sales Order by this date.

• Confirm Ship by Date - Confirm ship by date requested from Customer.

• Invoice Due Date - Expected Invoice due date.

• Tax Rate - Set tax rate, if applicable.

• Discount - Confirm applied discount, if applicable.

• Main Contact - Select contact from Account.

Section 2 - Shipment Address

Section 3 - Order Items

Section 3 (Option 1)- Add New Order Item

How do I add a Pending Sales Order Item?

Section 3 (Option 2) - Update Order Item

How do I update a Pending Sales Order Item?

Section 3 (Option 3) - Delete Order Item

How do I delete a Pending Sales Order Item?

Section 4 - Note

Add note as needed. Customer can also view and update this note during any Order status.

Section 5 - Terms

View Customer's Terms and update your Terms as needed.

Step 3

Click Save.