Options Tab 1

This prints the sales order.  You can choose whether to print standard pricing, MSRP, or both.

Here is an example of a printed order:

 

In Edit mode, this button appears as Preview Order.

 

This displays a draft of the modified sales order.

You can print sold tags for the items on the order.  Check which items to print tags for.

 

Here is an example of a sold ticket:

This allows you to print labels for all items on the order.

This prints a pick ticket for the items on the order.  You can choose to print all items on the pick ticket or only items that have not been shipped in full.

 

Here is an example of a pick ticket:

This displays all activity on the sales order.  If a document is associated with an activity, you can preview and print the document.

 

Click New to document a new activity.  You can document comments or phone or email communications regarding the order.

You can email a copy of the order as an attachment.

This is a pricing tool that allows you to apply prices specific to the sales order to the customer's account.  Contract prices can be viewed in AR | Customer File | Settings | Contract Prices and in IC | Inventory File | Prices | Contract Prices.  Clicking Contract Only applies the contract prices and changes the order to a Contract Price Only order, from which items cannot be shipped.  Clicking SO/Contract applies the contract prices and keeps the order as a sales order so that items can be shipped.

 

Choose what should happen with existing contract prices marked absolute.  No change retains existing absolute designations.  Check Absolute marks all item prices absolute, whereas Uncheck Absolute removes the absolute designation from all items.

 

If contract prices have been applied, clicking Contract Prices again gives you the option to remove them.