How to: Post Sales Orders

When you ship an item, you must post the order for it. The procedure is the same for orders that are converted from quotes and for orders that are created directly.

Before you post a sales document, you can preview the entries that will be created. For more information, see How to: Preview Before Posting.

Note

This procedure applies to companies with no formalized warehouse handling. If warehouse handling is required at the location, then the sales order is automatically posted when the related inventory pick or warehouse shipment is posted. For more information, see Inventory Pick and Warehouse Shipment.

To post a sales order

1. In the Search box, enter Sales Orders, and then choose the related link.

2. Create a sales order and fill in the relevant information.

3. On the Actions tab, in the Process group, choose Post or Post and Print.

4. Select one of the following options.

   Options	Description
   Ship	Posts the shipment of the items.
   Invoice	Invoices items that have already been shipped.
   Ship and Invoice	Invoices and ships the items.

   A window shows the status of the posting process.

See Also

Tasks

How to: Batch Post Sales Orders, Invoices, and Credit Memos
How to: Create Sales Orders Manually
How to: Convert Sales Quotes to Sales Orders

Other Resources

How to: Preview Before Posting
How to: Pick Items for Warehouse Shipment
How to: Prepare Shipments
Shipping