How do I finalize a Received Sales Order?

Edit and View Sales Order access is required.

Step 1

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

Click Edit.

Sales Order details are set.

Step 2

Scroll to Order Items card and reconcile each Order Item's final quantity.

How do I reconcile the Received Qty of a Received Sales Order Item?

Step 3

Update note as needed.

Step 4

Click Complete Order and finalize Order. Sales Order will transition to Completed status.

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