How can I track sales orders?

When you enter a sales order in the Sales Orders task screen,
you can enter a Ship By date that will help you track the order
as well as the inventory needed to fill it. You can create a Sales
Orders to Ship event that will display on the Events tab of the
Action Items window. The event also shows up in the Customer
Event Log for the customer who placed the order.

Peachtree also helps you track your orders by including the Ship
By date in the following reports: Picklist report, Sales Backorder
report, Sales Order Register, and Sales Order report. As you review
these reports, you'll see at a glance when the order needs to be fulfilled.

Creating an event for the sales order to ship

When a sales order has a Ship By date, you can create a "Sales
Order to Ship" event that will display in the Action Item Events.

1. From the Tasks menu, select Action Items.

2. Select the Options button.

3. In the Action Items and Event Log Options window,
select the Transactions tab.

4. Locate the "Sales Orders to Ship" event type, and
then select the Create Event and Display in Action
Items check boxes.

5. In the # of Days column, select the number of days
before or after the event date you want the event to
display in Action Items.

6. In the last column, select whether you want the event
to appear before or after the event date.

7. Select OK.

Now, to verify that the event is appearing in Action Items,
select the Events tab, and look for the Sales Orders to Ship
event. The Notes column for this event shows the sales
order number, date, and dollar amount.

When you have shipped all items appearing on the sales order,
Peachtree automatically checks the check box in the first column
of the event line to indicate that the event has been completed.

Verifying the event in the Customer Event Log and Create Event windows

Once you have created the "Sales Order to Ship" event, Peachtree
automatically creates a Customer Event Log entry for the event:

1. Select Customers/Prospects from the Maintain menu.

2. In the Maintain Customers/Prospects window, enter the
customer, and then select the Log button.

3. The Customer Event Log window appears. One of
the listed events is "Sales Order to Ship."

To review the event, highlight the Sales Order to Ship
line, and either double-click it or select the Event button.
The Create Event window appears with the sales order
to ship noted as a system event.

-- by Gayle Raines, Director of Training at Baytek, an Authorized Peachtree Resource Center.