Streamline your sales order workflow for entertainment

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in this demonstration we are going to walk through the order to cash process we are going to create a customer create a sales order for the customer pick the sales order pack the sales order and then invoice the sales order so to get started we are going to create a customer by going to accounts receivable customers all customers when the form opens you'll notice that we have the new option in the action pane and we'll click that to create a new customer the first thing that we'll do is change the type of customer we are going to click the drop-down and select person and then we're going to provide some customer account information to get started in the customer account field we are going to enter a customer account number in this case it'll be J s00 for in the first name field we are going to enter jake and in the last name field will enter Smith and then the customer group field we will choose a t other customers then we're going to enter a zip code so we will scroll down to the address fast tab and in the zip postal code field we will enter 8 0 2 4 6 and this will automatically populate the city and state and county in the street field we are going to enter 1 2 3 South Broadway and now that we've entered this information we are going to click the save and open drop down arrow and we are going to select sales order so we can open the sales order now that the sales order form has open we are going to enter some information to create the sales order on the sales order lines fast tab so the first thing that we're going to enter is the item number so we're going to type d0 0 0 2 and the system is going to find the cabinet that is the item we're going to add to the sales order so we'll select that from the list and once the item number has entered we can see that it populates the product name sales category and other information here so next we're going to enter a warehouse so we're going to scroll over to the right and we are going to enter a warehouse we already have a site and a warehouse listed so we're going to change the warehouse from 13 to 11 here we go and then we are going to enter a unit price so then the unit price field will type 600 and then we'll click Save in the action pane now that we've saved the sales order line we are going to click sell in the action pane and then we're going to click confirm sales order in the generate section once the confirm sales order form opens we are going to take a look at the at the details here and then we'll click OK and it will tell us that we're about to post the document without printing it that's ok so we'll click OK and then it will process the operation now that the sales order is confirmed we can now pick the sales order so the first thing we're going to do for that is click pick and pack in the action pane and then we are going to click generate picking list in the Post picking list form we are going to review the details and when we're satisfied we will click OK and it will notify us that again we're about to post the document without printing it and we'll select ok to continue next we're going to pack the sales order so still working on the pick and pack tab in the action pane we are going to click picking list registration and once we're on this form we are going to click the updates drop down arrow and we're going to click update all and once we've updated that information we will close the form to return to the sales order now we are going to post the packing slip so again in the pick and pack tab under generate we're going to click post packing slip on the post pack on the packing slip posting form we are going to review the content and once we're satisfied we will click OK to continue and again we are going to post the document without printing it and we'll click OK now that we have finished packing the sales order we can invoice the sales order so again working from the sales order form we are going to click the invoice tab in the action pane and in the generate section we are going to click invoice on the posting invoices form where you're going to review the details and once we're satisfied we'll click OK and then it will again tell us we're about to post the document without printing it and we'll select ok to continue now we can see that on the sales order the status has changed to invoiced and now we've completed invoicing and we've completed this demonstration so we can close the form