How Do I Fulfill a Sales Order?

The following is a checklist for fulfilling a sales order. Once a sales order has been committed it is then available for fulfillment. Review the checklist for Setting Up Order Entry, to learn more about sales order entry.

1. Open the Activities>Accounts Receivable>Sales Order Fulfillment form.
2. On the Sales Order Fulfillment table, double-click any cell on the Summary level (which is the first level), to open the Sales Order Fulfillment Detail form.
3. On the Shipping Information, enter a unique Shipping Ticket Number or use the auto-increment feature.
4. Enter the Shipping Date or accept the default of today.
5. Enter the Shipping Method.
6. Select the name of the person shipping the item from the drop-down list.
7. Enter comments, if desired.
8. On the Detail table, enter the quantity To Ship. The system defaults to the quantity to fulfill the order.
9. Enter line item comments, if desired.
10. Once the shipping ticket has been completed, click Commit to fulfill the Sales Order.
11. In order to print a packing slip, click Print Packing Slip .