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:
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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) |
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| *Users can choose to use "ADD" function to manually input the item from the item list which has inventory in "WS" Location |
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| 4, Sales Order was created in BC with the cutomer and the sales line details. Order status is "open" as default |
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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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