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Release a sales order from a master order

When using a master order, you will be releasing items to sales orders for delivery over time. Here is how to create a sales order from released master order items. Released sales orders are numbered with master order number as the root followed by a sequential suffix (e.g. "MO-1234-1", "MO-1234-2", etc)

  1. Navigate to your master order.
  2. Click on the Show Release SO tab above the item list.
  3. Enter the Qty to Release for each item to be released and hit Enter to lock them in.
  4. Click release icon Pre-Release in the taskbar. A pre-release window will appear.
  5. Choose from the drop-down menu if you want to create a New Sales Order or choose from existing open sales orders for the customer to add the items to.
  6. Review and confirm the Ship Date, Ship To address, and items to be released.
  7. Toggle the option to allocate to any available crop, or allocate items manually by clicking the to the left of each item and entering amounts in the Alloc. Qty column.
  8. Click the Release to SO button.
  9. Click Yes to confirm.

Clicking Reload Order on the top taskbar ribbon will refresh the order to now display released items as On Sales Order.

Tip: You can also learn how to complete a sales order after it’s been released from a master order.