How to Enter a one-step Sales Order Invoice in Sage 100

Summary

  • How to enter a one-step Sales Order Invoice
  • How to update from shipping
  • I created a Sales Order. I shipped it. How do I update it so that the inventory is also updated?

Resolution

  1. Open Sales Order, Main, Invoice Data Entry
    • Click, Next Invoice No or enter an invoice number
    • Select, Invoice Date
    • Select, Customer No
    • Enter, Customer PO
    • Confirm other default values and change where appropriate
  2. Click Lines tab
    • Select, Item Code
    • Enter, Quantity Ordered
    • Enter, Quantity Shipped
    • Enter, Unit Price
  3. Click, Totals tab
    • Review fields and enter details where appropriate
    • Click, Accept
  4. Print the Invoice
  5. Print/preview and update the Daily Sales Reports/Update (One Daily Sales Reports have been updated, your inventory will now be relieved of the items sold and shipped)
  6. Print/preview and update the Daily Transaction Register