Fishbowl Drive
Sales Orders

Sales Orders

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Revision as of 13:14, 28 September 2022 by NC (talk | contribs)


Sales Order

Sales Orders Full

FBO Sales Orders 1.png

  • The Sales Orders module allows items to be sold to customers.
  • To create a new sales order, click the FBO New Icon Button.png New button. Each existing sales order is displayed in the search area on the left.
  • After all items have been added to the order, click the ISSUE button in the action bar at the top of the order.

Credit return

Credit Return

Follow the steps below to create a credit return. Additional instructions are also available in this PDF and in the video to the right.

  1. To add a credit return item to a sales order, type or select the product in the Items field. Then click the arrow on the ADD ITEM button and select Credit Return.
    FBO Credit Return 1.png
  2. Click the ISSUE button and then click To Receiving in the Flow bar at the top of the order.
    FBO Credit Return 2.png
  3. Click the RECEIVE button and then click the FINISH button to receive the credit return item back into inventory.
    FBO Credit Return 3.png

Import Sales Orders

  • To import orders from a spreadsheet or CSV file, click the More Icon Button.png More button at the top of the item list and choose Import Orders.
  • To create a template file with the correct column headers, click Export Orders.
  • The suggested order of CSV imports for new databases can be found here.
  • For a step-by-step tutorial on working with CSV files, check out the CSV video here.
  • Below is a list of the CSV columns. All column headers are required. Columns with an asterisk must contain data.
    • SalesOrder-Number
    • SalesOrder-CustomerPONumber
    • SalesOrder-VendorPONumber
    • SalesOrder-CustomerName
    • SalesOrder-CarrierName
    • SalesOrder-CarrierServiceName
    • SalesOrder-RepresentativeName
    • SalesOrder-BillToName
    • SalesOrder-BillToStreet
    • SalesOrder-BillToCity
    • SalesOrder-BillToState
    • SalesOrder-BillToCountry - For example, US or United States. Click here to see the list of supported countries and codes.
    • SalesOrder-BillToPostalCode
    • SalesOrder-BillToResidential - default false
    • SalesOrder-ShipToName
    • SalesOrder-ShipToStreet
    • SalesOrder-ShipToCity
    • SalesOrder-ShipToState
    • SalesOrder-ShipToCountry - For example, US or United States. Click here to see the list of supported countries and codes.
    • SalesOrder-ShipToPostalCode
    • SalesOrder-ShipToResidential - default false
    • SalesOrder-Contact
    • SalesOrder-Phone
    • SalesOrder-Notes
    • SalesOrder-Url
    • SalesOrder-DateScheduled
    • SalesOrder-DateExpires
    • SalesOrder-DateIssued
    • SalesOrder-DateFulfilled
    • SalesOrder-DateDue
    • SalesOrder-SalesOrderStatus
    • SalesOrder-PriorityName
    • SalesOrder-TaxRate
    • SalesOrder-SalesTaxName
    • SalesOrder-Subtotal
    • SalesOrder-MultiCurrencySubtotal
    • SalesOrder-OrderLevelDiscountPercent
    • SalesOrder-OrderLevelDiscountTotal
    • SalesOrder-MultiCurrencyOrderLevelDiscountTotal
    • SalesOrder-DiscountTotal
    • SalesOrder-MultiCurrencyDiscountTotal
    • SalesOrder-TaxTotal
    • SalesOrder-MultiCurrencyTaxTotal
    • SalesOrder-GrandTotal
    • SalesOrder-MultiCurrencyGrandTotal
    • SalesOrder-LocationName
    • SalesOrder-PaymentTermName
    • SalesOrder-ShippingTermName
    • SalesOrder-FobPointName
    • SalesOrder-Emails
    • SalesOrder-AmountsIncludeTax
    • SalesOrder-HomeCurrencyName
    • SalesOrder-ExchangeCurrencyName
    • SalesOrder-ExchangeRate
    • SalesOrder-BillToVerified
    • SalesOrder-ShipToVerified
    • SalesOrder-EmailStatus
    • SalesOrder-PrintStatus
    • SalesOrderItem-LineNumber
    • SalesOrderItem-SaleItemName
    • SalesOrderItem-Description
    • SalesOrderItem-CustomerSaleItemName
    • SalesOrderItem-DateScheduled
    • SalesOrderItem-DateFulfilled
    • SalesOrderItem-Notes
    • SalesOrderItem-Quantity
    • SalesOrderItem-QuantityFulfilled
    • SalesOrderItem-QuantityPicked
    • SalesOrderItem-UomName
    • SalesOrderItem-Price
    • SalesOrderItem-Cost
    • SalesOrderItem-MarginPercent
    • SalesOrderItem-Markup
    • SalesOrderItem-DiscountPercent
    • SalesOrderItem-DiscountFlatAmount
    • SalesOrderItem-DiscountTotal
    • SalesOrderItem-MultiCurrencyDiscountTotal
    • SalesOrderItem-Total
    • SalesOrderItem-MultiCurrencyTotal
    • SalesOrderItem-TaxTotal
    • SalesOrderItem-MultiCurrencyTaxTotal
    • SalesOrderItem-SalesOrderItemType
    • SalesOrderItem-SalesOrderItemStatus
    • SalesOrderItem-TaxName
    • SalesOrderItem-TaxRate
    • SalesOrderItem-Taxable
    • SalesOrderItem-ExchangeCurrencyName
    • SalesOrderItem-ExchangeRate
Retrieved from "https://fishbowlhelp.com/d/index.php?title=Sales_Orders&oldid=285"