Printing Sales Orders

The ability to print sales orders in the Sales Order option comes after you have "finished" the order. The user "experience" for printing depends on the settings entered in Shipping Options and User Options. See Using Sales Orders and Finishing a Sales Order for more details.

1. After you have finished adding line items to a sales order and have selected the Finish(X) command option the following options regarding printing will display, based on the settings in Shipping Options and User Options. The following instructions assume all options have been set to Y (Y=yes) or A (A=ask).

• Print the Order – A Select An Option window appears and displays the following options:
  • Don't Print – Select Don't Print to continue finishing the sales order without printing the unshipped or shipped copy of the sales order.
  • Print Order - Include on Pick List – Select Print Order - Include on Pick List to print the unshipped or shipped copy of the sales order and include the sales order information on the pick list when generated in Shipping Papers. Shipped orders will not appear on the pick list.
  • Print Order - Exclude on Pick List – Select Print Order - Exclude on Pick List to print the unshipped and shipped copy of the sales order and exclude the sales order from the pick list.
• Print Bill of Lading (BOL) – This option will only appear if the Bill of Lading Form field in Shipping Options is set to Y (Y=using) and the Print BOL setting for the carrier assigned to the sales order is set to Y (Y=yes). A Select An Option window will appear with the following options:
  • Don't Print – Select Don't Print to continue finishing the sales order without printing the bill of lading.
  • Print BOL – Select Print BOL to continue the sales order process and print a bill of lading. After selecting the printer, a Change Case F10 window will appear and displaying the following fields:
    • Loc – The location ID, if the item is lotted
    • Loc Name – The location name, if the item is lotted
    • Cases – Enter the actual case count for each item on the sales order. The system default is based on the Carton Fill Weight setting for the item.
    • Item Name – The name of the item ordered.
    • Weight – The net weight of the quantity ordered or shipped
      • Enter the actual case count for each item in the Cases column. Press F10 to exit.
      • Command options will appear:
        • Continue – Select Continue to continue the sales order process.
        • Cases – Select Cases to continue the sales order process.
        • Weight – Select Weight to enter the weight to appear on the bill of lading. The system will default the net weight of the item ordered or shipped.

• Print Invoice – A Select An Option window appears and displays the following options:
  • Don't Print – Select Don't Print to continue finishing the sales order without printing the invoice.
  • Invoice (ship date) – Select Invoice Order to print the invoice using the ship date as the invoice date when the ship date does not equal the current date.
  • Invoice Order – Select Invoice Order to print the invoice using the current date as the invoice date.
• Print Labels – If any of the shipping labels are set to Y (Y=yes) in Shipping Options from sales orders the user will be prompted to "Print Labels? No/Yes."
  • Select no to complete the sales order process without printing the labels.
  • Select yes to print the shipping labels. If yes is selected, the following information is displayed for each type of shipping label specified:
    • Label type
    • Item – Item name
    • Item Pack – The item pack description for the item ordered
    • Un – The unit of measure for the item pack
    • Lot – The lot number assigned to the item, if lotted or individually lot costed
    • Order Qty – The total number of packs ordered
    • Labels – The number of labels to print based on the system default labels per pound in Shipping Options or the item label overrides
    • Label Name – The name of the label template
    • Size – The label template size.

  Enter the desired number of labels to print or press F10 to accept the system default number for each label and item.

HINT: A batch of orders can be printed at one time from Shipping Papers.

Sales Order and Invoice Formats

The type of form, pre-printed or plain paper, is controlled using the Forms command option which can be found in Shipping or Receivable Options. If pre-printed forms are to be used, the form length and other information for the pre-printed form is found in Shipping Options on under the Next Page command option. If using the plain paper form, the header and footer layout and recipients is found in Forms. The optional fields that can be printed on the unshipped and shipped sales orders and invoices are found in Shipping Options and Item Info.

Bills of Lading (BOL) Formats

The type of form, pre-printed or plain paper, is controlled using the Forms command option, which can be found in Shipping or Receivables Options. If pre-printed forms are to be used, the BOL form type and other information for the pre-printed form is found in Shipping Options under the Next Page command option. If using the plain paper form, the header and footer layout and recipients is found in Forms. The address and item line information starting lines and column location for both type of forms is also found on the next page optional fields that can be printed on the bill of lading is found in Shipping Options and Item Info.

Label Formats

The label type and default templates are accessed using the Labels command option in Shipping Options. See Using Labels for more information on how to create the various shipping labels and which fields can be included on the labels.

For more information on the Sales Orders option see Sales Orders.

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