Sales Order

Line items in a Customer PO are entered as a Sales Orders.

When there are associated set up lines that have not been entered, e.g. first time set ups, HotReturn™ will prompt to enter these for you. 

All fields in the Sales Order can be entered by selecting from lists. The description may be entered directly for items that are not parts or set ups. Quantities and prices are generally selected from those entered in the estimate but can be overridden. 

The Department or cost center field is optional and can be turned off in the main set up window.

Radio buttons:

Build and Ship option means what it says, the order is to be built and shipped and the Sales Order is tied to the manufacturing order. 

Ship from inventory means the part is held in customer inventory and manufacturing orders for the specific part are entered against a Customer Inventory record. The Customer Inventory report is used to determine when to manufacture parts.