Sales Orders

Sales orders in LilyPad WMS are the same sales orders in your system. Any changes users make here are saved right away.

The Sales Orders module is where users will create, view and manage sales orders for their customers.

The Sales Orders module can be found under the Sales group or on the quick bar at the bottom of the LilyPad screen.

Creating a Sales Order

To start a new order, open Sales Orders and select New order.

1. Customer: search for the customer. Their address and terms fill in automatically.
2. Order details: add the customer’s PO number and contact, if you have them.
3. Shipping and terms: check the ship-to address, carrier, payment terms and priority. These can still be changed.
4. Lines: select Add line for each item. Search for a product or scan its barcode, then enter the quantity and price.
5. Select Create sales order.

The order is created and issued, ready to pick or quick ship.

Issuing, Quick Ship and Voiding

To open an existing order, search for its order number or scan its barcode. From the buttons at the top of the order, users can change its status at any time:

• Unissue: returns the order to an estimate so it can be edited.
• Issue: releases the order to the warehouse again.
• Quick ship: picks, fulfills and ships the order in one step. The order is then marked Fulfilled.
• Void: cancels the order. Voiding can’t be undone, so double-check the order first.

To pick the order instead, see the Picks page.

Scanning

• Scan a product’s barcode to add it as a line on a new order.
• Scan an order number barcode to open an existing order.