SO100 Sales Order Setup
Sales Order Setup and Preferences Video
Sales Order Setup and Preferences Quiz
- There are 5 tabs in the sales preferences screen.
- You set up the sales order numbering sequence in the preferences screen.
- Free item shipping is a required field in preferences.
- You cannot create new order types.
- Watermark settings are in the preference screen.
- Ship Vias can be created in the Ship Via screen.
- You cannot add tax to shipping.
SO200 Sales Order Transactions
Sales Order Entry Quiz
- The plus sign at the top of the screen will allow you to enter a new sales order.
- You cannot choose your order type.
- You can only enter one line on a sales order.
- Discounts can be added at the line level.
- The Add Stock items will show you what the customer purchased from you in the past.
- To email the sales order you would go to actions and choose email.
Shipment Creation Quiz
- There are multiple ways to do a shipment in Acumatica.
- In the Process Orders screen you can show everything by a certain Carrier or Date.
- Once you start the shipping process you cannot add any information.
- Printing labels in available under Reports in the Process Order screen.