--- title: SALES ORDER - Icons Bar description: Understand the Sales Order Header icon functionality --- [Skip to content](https://cs.geminilogic.com/en/manual/sales-order-icons-bar#main-content) English Show submenu for translations [New Ticket](https://cs.geminilogic.com/en/manual/kb-tickets/new?hsLang=en) [Customer portal](https://cs.geminilogic.com/tickets-view?hsLang=en) ![Gemini-Logic-Logo (1).png\]](https://cs.geminilogic.com/hs-fs/hubfs/Gemini-Logic-Logo%20(1).png?height=40&name=Gemini-Logic-Logo%20(1).png) - Home - Products - Pricing - Blog - Company Open main navigation Close main navigation - Home - Products - Pricing - Blog - Company - English Show submenu for translations - [New Ticket](https://cs.geminilogic.com/en/manual/kb-tickets/new) - [Customer portal](https://cs.geminilogic.com/tickets-view) - [Go to Gemini Logic](https://www.geminilogic.com/) [Go to Gemini Logic](https://www.geminilogic.com/) Search the User Manual - There are no suggestions because the search field is empty. 1. 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[Spire User Manual - Sales Orders](https://cs.geminilogic.com/en/manual/spire-user-manual-sales-orders?hsLang=en) # SALES ORDER - Icons Bar ## Understand the Sales Order Header icon functionality ![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-03-50-43-1760-PM.png) - **![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-03-52-55-4284-PM.png) Open Customer** to view / edit Customer details - **![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-03-53-02-2259-PM.png) 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       ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-20-2022-03-52-30-6910-PM.png?width=347&height=417&name=image-png-Dec-20-2022-03-52-30-6910-PM.png) - - ! note that this rate change will apply to all future transactions for this currency, not just on this Sales Order - ![](https://cs.geminilogic.com/hubfs/image-png-Jun-06-2023-07-48-45-7055-PM.png) **View Compact** / **View Expanded**  - **![](https://cs.geminilogic.com/hubfs/image-png-Jun-06-2023-07-48-38-5311-PM.png) View Compact** compresses the header section and expands the items grid                   ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jun-06-2023-07-52-01-1327-PM.png?width=544&height=408&name=image-png-Jun-06-2023-07-52-01-1327-PM.png) - - **![](https://cs.geminilogic.com/hubfs/image-png-Jun-06-2023-07-48-38-5311-PM.png) View Expanded** restores the header and items grid to their original spacing                  ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jun-06-2023-07-52-38-5917-PM.png?width=563&height=434&name=image-png-Jun-06-2023-07-52-38-5917-PM.png)       - **![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-03-54-01-1082-PM.png) 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 - **![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-03-54-05-8573-PM.png) 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](https://cs.geminilogic.com/en/manual/sales-orders-adding-new-orders-manually?hsLang=en)) - 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’ - **![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-03-54-15-6949-PM.png) Next Phase** advances the selected Sales Order(s) into the Next Phase [(see Phases)](https://cs.geminilogic.com/en/manual/sales-orders-adding-new-orders-manually?hsLang=en#phases) - **![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-03-54-20-9169-PM.png) Totals by Ordered Quantity** displays totals for items ordered as opposed to items shipped - **![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-03-54-26-8066-PM.png) Add to Calendar** - create a new Communication alert / note to appear on your calendar (see [Communications](https://cs.geminilogic.com/en/manual/sales-orders-communications?hsLang=en)) - **![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-03-54-31-8750-PM.png) Calculate Taxes** if Avatax is active for US Sales Taxes (taxes will be calculated![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-03-52-44-6195-PM.png) automatically when Sales Order is Saved) - **![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-03-54-40-3102-PM.png) 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 anything![SalesOrderDepositPrintDialogue](https://cs.geminilogic.com/hs-fs/hubfs/SalesOrderDepositPrintDialogue.png?width=462&height=259&name=SalesOrderDepositPrintDialogue.png) - 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](https://cs.geminilogic.com/hs-fs/hubfs/SalesOrderListDeposit-1.png?width=688&height=245&name=SalesOrderListDeposit-1.png) - - if this is a cash sale when invoiced, the payment amount will default to the **Amount Remaining** - **![](https://cs.geminilogic.com/hubfs/image-png-Jun-06-2023-08-10-14-7978-PM.png) Requisitions** - see [Purchase Order Requisition from a Sales Order](https://cs.geminilogic.com/en/manual/%20purchase-orders-requisitions?hsLang=en#%20RequisitionsFromSalesOrders) and [Production Order Requisition from a Sales Order](https://cs.geminilogic.com/en/manual/production-orders-requisitions?hsLang=en#requisition-from-a-sales-order) - [Spire Systems - General Knowledge Base](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#main-content) - [Tips and Tricks](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#tips-and-tricks) - [Spire Administration - General Ledger](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#spire-administration-general-ledger) - [Spire Administration - Sales](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#spire-administration-sales) - [Spire Administration - Inventory](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#spire-administration-inventory) - [Analytics for Spire](https://cs.geminilogic.com/en/manual/analytics-for-spire?hsLang=en) - [Spire User Manual - System Overview](https://cs.geminilogic.com/en/manual/spire-user-manual-system-overview?hsLang=en) - [Spire User Manual - User Settings](https://cs.geminilogic.com/en/manual/spire-user-manual-user-settings?hsLang=en) - [Spire User Manual - Vendors](https://cs.geminilogic.com/en/manual/spire-user-manual-vendors?hsLang=en) - [Spire User Manual - Inventory](https://cs.geminilogic.com/en/manual/spire-user-manual-inventory?hsLang=en#main-content) - [Pricing](https://cs.geminilogic.com/en/manual/spire-user-manual-inventory?hsLang=en#pricing) - [Spire User Manual - Price Matrix](https://cs.geminilogic.com/en/manual/spire-user-manual-price-matrix?hsLang=en) - [Spire User Manual - Purchase Orders](https://cs.geminilogic.com/en/manual/spire-user-manual-purchase-orders?hsLang=en) - [Spire User Manual - Sales Orders](https://cs.geminilogic.com/en/manual/spire-user-manual-sales-orders?hsLang=en) - [Spire User Manual - Keyboard Shortcuts](https://cs.geminilogic.com/en/manual/spire-user-manual-keyboard-shortcuts?hsLang=en) - [Spire User Manual - Company Settings](https://cs.geminilogic.com/en/manual/spire-user-manual-company-settings?hsLang=en) - [Spire User Manual - New Instal/Company Setup](https://cs.geminilogic.com/en/manual/spire-user-manual-new-instal-company-setup?hsLang=en) - [Spire User Manual - General Ledger](https://cs.geminilogic.com/en/manual/spire-user-manual-general-ledger?hsLang=en) - [Spire User Manual - Accounts Receivable](https://cs.geminilogic.com/en/manual/spire-user-manual-accounts-receivable?hsLang=en) - [Spire User Manual - Accounts Payable](https://cs.geminilogic.com/en/manual/spire-user-manual-accounts-payable?hsLang=en) - [Spire User Manual - Payroll](https://cs.geminilogic.com/en/manual/spire-user-manual-payroll?hsLang=en) - [Spire User Manual - Production Manager](https://cs.geminilogic.com/en/manual/spire-user-manual-production-manager?hsLang=en) - [Spire User Manual - Service Manager](https://cs.geminilogic.com/en/manual/spire-user-manual-service-manager?hsLang=en) - [Spire User Manual - User Defined Fields](https://cs.geminilogic.com/en/manual/spire-user-manual-user-defined-fields?hsLang=en) - [Spire User Manual - Job Costing](https://cs.geminilogic.com/en/manual/spire-user-manual-job-costing?hsLang=en) - [HubSpot](https://cs.geminilogic.com/en/manual/hubspot?hsLang=en#main-content) - [Updates](https://cs.geminilogic.com/en/manual/hubspot?hsLang=en#updates) - [Gemini Logic](https://cs.geminilogic.com/en/manual/gemini-logic?hsLang=en) - [Shipping](https://cs.geminilogic.com/en/manual/shipping?hsLang=en) - [Sales Taxes](https://cs.geminilogic.com/en/manual/sales-taxes?hsLang=en) - [Spire User Manual](https://cs.geminilogic.com/en/manual/spire-user-manual?hsLang=en#main-content) - [Customers](https://cs.geminilogic.com/en/manual/spire-user-manual?hsLang=en#customers) - 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