How to Create a Sales Order

1. Click on Create New Order icon

2. Search for Customer Account Location using Search Criteria

3. Select Account and Create Order Record

4 (a). Create BULK Sales Order

4 (b). Create Cylinder Sales Order

• Related Articles

• Create & Assign a new sales order to a route from Dispatch

  1. In the Account Management section in Dispatch, right-click on account on the Search Results grid 2. Create new order, then click Save 3. Assign order to selected route

• How to Cancel a Sales Order

  1. In Order Management, click to highlight sales order. 2. Press Cancel Order button. 3. Select Cancel Reason, Cancel Reason Notes (optional) and click Yes

• How to edit an incomplete order

  1.  Double-click on incomplete order. 2.  Edit order details to complete order Record.

• How to create a NEW route from Create/Edit Routes

  1. Click on Create/Edit Routes 2. Select Driver, Truck, Start Time, Start Location and End Location, then press on the Save icon

• How to Cancel Order(s) from Route Exceptions

  Select order(s) to cancel and click on the Cancel Open Orders icon