Before this part, please follow Setup of Environment & Company for the correct company using.

User may create Sales Order through the handheld.

Follow below steps:


Description

1, Click "Sales Order" in the left-hand menu

2, Click "New" to create a new Sales Order

3, Select Custome. (Customer List will only show the customers with lcoation = "WS" default value in customer card)

*Users can choose to use "ADD" function to manually input the item from the item list which has inventory in "WS" Location

4, Sales Order was created in BC with the cutomer and the sales line details. Order status is "open" as default

5, With a 'open' status, users can adjust the sales order in the handheld by searching the keyword of sales order number / customer number.

*User must delete the line details to adjust the Qty / Item no.

              

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