---
title: SALES ORDERS - Edit / Process / Ship
description: How Edit a Sales Order and how to use the Process and Ship buttons and what they do
---

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2. [Spire User Manual - Sales Orders](https://cs.geminilogic.com/en/manual/spire-user-manual-sales-orders?hsLang=en)

# SALES ORDERS - Edit / Process / Ship

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

![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-01-48-06-4351-PM.png) **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 ![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-01-48-32-3607-PM.png) **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![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-01-48-40-5025-PM.png) 
          - **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
- ** ![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-01-48-59-1212-PM.png) Save** or ![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-01-49-03-9438-PM.png) **Save and Close** or  ![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-01-49-11-1917-PM.png) **Save and Create New**

![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-01-55-40-5320-PM.png) **Process / Ship**

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

        ![CompanySettingsSalesOrdersProcessInvoicingProcessAndShipping](https://cs.geminilogic.com/hs-fs/hubfs/CompanySettingsSalesOrdersProcessInvoicingProcessAndShipping.png?width=596&height=172&name=CompanySettingsSalesOrdersProcessInvoicingProcessAndShipping.png)

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

              ![UserSettingsSalesOrdersEditProcessedShippedOrders](https://cs.geminilogic.com/hs-fs/hubfs/UserSettingsSalesOrdersEditProcessedShippedOrders.png?width=373&height=197&name=UserSettingsSalesOrdersEditProcessedShippedOrders.png)

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

**      ![SalesListProcess](https://cs.geminilogic.com/hs-fs/hubfs/SalesListProcess.png?width=611&height=296&name=SalesListProcess.png)**

- option to generate Report(s) from the popup list ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-05-2023-02-10-19-3055-PM.png?width=407&height=278&name=image-png-May-05-2023-02-10-19-3055-PM.png)
- to move the **Processed** Sales Order into **Shipped** status, select the **Processed** Sales Order(s) and click on the icon now displaying ![](https://cs.geminilogic.com/hubfs/image-png-May-06-2023-11-42-29-6212-AM.png) **Ship **icon

      ![SalesListShip](https://cs.geminilogic.com/hs-fs/hubfs/SalesListShip.png?width=537&height=270&name=SalesListShip.png)

- option to generate Report(s) form the popup list

      ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-06-2023-11-44-52-8868-AM.png?width=417&height=284&name=image-png-May-06-2023-11-44-52-8868-AM.png)

- **![](https://cs.geminilogic.com/hubfs/image-png-May-06-2023-11-46-08-4007-AM.png) Reprocess** the **Processed** Sales Order(s) selected to re-print all or any of the Process reports 
    - enable by turning on ![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) **Allow processing orders twice** (more than once)

              ![CompanySettingsSalesOrdersProcessInvoicingAllowProcessingOrdersTwice](https://cs.geminilogic.com/hs-fs/hubfs/CompanySettingsSalesOrdersProcessInvoicingAllowProcessingOrdersTwice.png?width=618&height=177&name=CompanySettingsSalesOrdersProcessInvoicingAllowProcessingOrdersTwice.png)

 

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    - [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)
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- [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)
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- [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)
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