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
In the Search box, enter Sales Orders, and then choose the related link.
Create a sales order and fill in the relevant information.
On the Actions tab, in the Process group, choose Post or Post and Print.
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