Spire User Manual - Sales Orders
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      1. User Manual
      2. Spire User Manual - Sales Orders

      SALES ORDER - Icons Bar

      Understand the Sales Order Header icon functionality

      • Open Customer to view / edit Customer details
      • Open Currency (User settings permitting), opens the settings for the Customer's Currency in order to change the Exchange Rate for the valuation of the sale
           
        • ! note that this rate change will apply to all future transactions for this currency, not just on this Sales Order
      • View Compact / View Expanded 
        • View Compact compresses the header section and expands the items grid

                       

        • View Expanded restores the header and items grid to their original spacing 
                       
           
      • Process / Ship / Reprocess the Sales Order(s) selected, to mark them as Processed /Shipped in the Sales Order list Status column and to generate Packing /Pick slips
      • Invoice the Sales Order to print an invoice for the selected Sales Order(s) and post the transaction to the Customer’s account in Accounts Receivable, and post General Ledger transaction (see also Sales - Add New)
      • place the Sales Order on Hold to not allow any changes
        • User Settings determine who can place or remove this Hold – Edit > User Settings > Sales Orders – ‘Modify Hold’
      • Next Phase advances the selected Sales Order(s) into the Next Phase (see Phases)
      • Totals by Ordered Quantity displays totals for items ordered as opposed to items shipped
      •   Add to Calendar - create a new Communication alert / note to appear on your calendar (see Communications)
      • Calculate Taxes if Avatax is active for US Sales Taxes (taxes will be calculated automatically when Sales Order is Saved)
      • Deposits - apply and track deposit(s) on a Sales Order
        • select Payment Method - click the double chevron for more (see Payment Method setup)
        • enter Amount
        • enter Authorization Code if required
        • option to change Credit Limit (User Settings permitting)
        • Save Deposit
        • a popup prompt to print Sales Order or Work Order which prints deposit amount(s) and Balance Outstanding…click Cancel to not print anythingSalesOrderDepositPrintDialogue
        • the Sales Order will now display a Deposit Status on the Sales Order List as well as Amount Paid / Amount Remaining (based on Ship Qty)  / Amount Remaining Ordered (based on Order Qty) / Percent Paid related to the deposit(s) on the Sales Order
       SalesOrderListDeposit-1