Skip to main content

Complete a sales order after it's been released from a master order

After you have released a sales order from a master order, here are the steps to follow with the sales order.

Note: Before you can complete these steps, you must first release items onto a sales order from the master order.

  1. Navigate to sales section icon Sales, then sales order icon Sales Order.
  2. Select your order from the list in the left pane. Orders released from a master order will have an Order Number that starts with the MO# followed by a sequential suffix that increments as additional orders are released.
  3. Review the information on the sales order. See the detailed sales order description to learn about each part of a sales order.
  4. You may choose to add more items to this sales order that were not on the master order.
  5. Click on the to the left of each item to review the automatic allocations or manually allocate the items on the sales order.
  6. You can print sales order reports for yourself or the customer.
  7. After the order is complete, you will post the order and, if utilizing the QuickBooks Desktop or Online Integration Add-on Module, sync it to the Quickbooks via the queue.