How to Use SO Manager

SO Manager is a place where you manage OPEN Sales Orders

• You can go from SO to Pick Ticket in one screen. 
• SO Manager displays 5 sections: 
  
  

1. Customer List
   Displays customers who have open Sales Orders only. 
2. Open Sales Order
   Displays Open Sales Orders with no Allocation or Pick Ticket. 
3. Open Allocation
   Displays Open Allocations with no Pick Ticket. 
4. Pick Ticket
   Displays Open Pick Tickets. 
5. Invoice
   Displays All Invoices 
   
   

Navigate SO Manager

Go to Customer → SO Manager.

• First, refresh the list by clicking on Refresh icon.
• Select the Order Type and/or Enter the customer name.
  

Click the Expand icon to open:

• Open SO 
• Open Allocation 
• Open Pick Ticket 
• Invoice 

Open SO Section

In the Open SO screen:

• Select the style/colors to process
• Click “Action” to: 

• Create Allocation 
• Create Pick Ticket without allocation
• Merge SO 
• Close SO 
  
  

Open Allocation Section

Once you have successfully allocated from the previous step,

On the Open Allocation screen:

• Check box the Allocation you want to process. 
• Click “Action” to: 

• Create Pick Ticket 
• Print 
• Print Line Sheet 
• Merge SO 
• Close Allocation 

Pick Ticket Section

Now that the items have been allocated and picked,

On the Pick Ticket screen:

• Check box the Pick Ticket you want to process. 
• You can view the Pick Ticket by status. 
• Click “Action” to: 

• Preauthorize
• Print 
  
• Process shipment

Invoice Section

The Invoice screen shows invoice history within the selected time period

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