SALES ORDERS - Edit / Process / Ship

How Edit a Sales Order and how to use the Process and Ship buttons and what they do

Edit a Sales Order

select the Sales Order(s) you wish to edit (yes, you can open multiple Sales Orders) from a filtered or unfiltered list
click Edit - or - double click Sales Order line(s)
- if the order is being edited by another User, you will see this message in the header
  - Dismiss to remove the message and acknowledge you are just viewing the Sales Order
  - Take Ownership (User Settings permitting) will allow you to edit the Sales Order and remove access for the other User

! note…this must be done with caution because if the other User had not saved their changes, they will now not be allowed to…they will get an error when attempting to Save

make necessary changes
Save or Save and Close or Save and Create New

Process / Ship

enable in Edit > Company Settings > Sales Orders > Processing/Invoicing tab

CompanySettingsSalesOrdersProcessInvoicingProcessAndShipping

- option to alternatively determine Lock setting in User Settings, instead of Company Settings (for all Users)

UserSettingsSalesOrdersEditProcessedShippedOrders

select the Open Sales Order(s) and click on Process

option to generate Report(s) from the popup list
to move the Processed Sales Order into Shipped status, select the Processed Sales Order(s) and click on the icon now displaying Ship icon

option to generate Report(s) form the popup list

Reprocess the Processed Sales Order(s) selected to re-print all or any of the Process reports
- enable by turning on Allow processing orders twice (more than once)

CompanySettingsSalesOrdersProcessInvoicingAllowProcessingOrdersTwice