Order Processing

Tab: Order Details

Order Details

The Order Details tab is the main working view of a sales order. The top half contains order header fields; the bottom half contains the Order Items table listing every part on the order.

Header Fields

Field	Description
Customer	The customer placing the order. Click the field to search and select.
Ship To	The customer location to ship to. Populated from the customer's location list.
Order Date	Date the order was received from the customer.
Required Date	The customer's requested delivery date for the entire order.
PO Number	The customer's own purchase order reference number.
Ship Via	Preferred shipping carrier or method (UPS, FedEx, Will Call, etc.).
Payment Terms	Terms under which the customer will pay (Net 30, COD, etc.).
Title	Optional short description or job name for the order.
Notes	Customer-facing notes that appear on printed documents.
Internal Notes	Internal-only notes not visible to the customer.

Action Buttons

• Lock / Unlock — Locks the order to prevent further editing once it is confirmed. Click Unlock to reopen a locked order for changes.
• Print — Generates a printable order acknowledgement or packing document.
• Email — Opens the email dialog to send the order document to the customer.
• Upload — Attaches a file (such as a customer PO document) to the order record.

Order Status

Status	Meaning
Open	Order is active and awaiting fulfillment.
Shipped	All lines have been shipped.
Invoiced	An invoice has been generated for the shipment.
Closed	Order is complete and paid.

Order Items Table

The lower half of the tab lists every line item on the order. Each row represents one part being ordered.

Column	Description
#	Line sequence number.
Part Number	Your internal part number. Click to search the parts catalog.
Customer Part #	The customer's reference number for this part (auto-filled if set up on the customer).
Description	Part description, auto-filled from the parts catalog.
Quantity	Number of units ordered.
Unit Price	Price per unit. Defaults to the customer-specific price if set, otherwise the standard price.
U/M	Unit of measure (each, box, lb, etc.).
Required Date	Per-line delivery date, if different from the order header date.
Extended Price	Quantity × Unit Price, calculated automatically.

Adding an Order Line

1. Click Add Order Item in the table title bar.
2. Type or search for the part number in the Part Number column.
3. Enter the quantity.
4. Verify or adjust the unit price.
5. Set a per-line required date if it differs from the order header.
6. Save the order.

Removing an Order Line

Right-click the row and choose Delete Line from the context menu. Locked orders cannot have lines removed.

Tab: Shipments

Shipments

The Shipments tab lists every shipment that has been created from this order. An order can have multiple shipments if items are shipped in separate packages or at different times (partial shipments).

Shipment List Columns

Column	Description
Shipment #	Unique shipment identifier.
Ship Date	Date the shipment was dispatched.
Ship Via	Carrier or shipping method used for this shipment.
Tracking #	Carrier tracking number.
Status	Current status of the shipment.

Creating a Shipment

1. Click Create Shipment in the table title bar.
2. Select which order lines to include in this shipment.
3. Enter the ship date, carrier, and tracking number.
4. Save the shipment. Inventory will be decremented automatically.

Opening a Shipment

Double-click any shipment row to open it in a new editor tab. From there you can print a packing slip or view the inventory changes the shipment triggered.

Tab: Invoices

Invoices

The Invoices tab lists all invoices generated from this order. Invoices are typically created after a shipment has been confirmed. An order may have multiple invoices if it was shipped in multiple stages.

Invoice List Columns

Column	Description
Invoice #	Unique invoice identifier.
Invoice Date	Date the invoice was issued.
Amount	Total invoiced amount.
Balance Due	Amount still outstanding.
Status	Payment status (Open, Paid, Overdue, etc.).

Creating an Invoice

1. Click Create Invoice in the table title bar.
2. Select the shipment(s) to invoice.
3. Review the line items and amounts.
4. Save the invoice. It will appear in this list and in the customer's Invoices tab.

Opening an Invoice

Double-click any invoice row to open the full Invoice editor, where you can print, email, or record a payment.