Sales Order Reference – Toolbar

On Sales Order and Sales Return entry, the toolbar buttons are:

Button	Function	Shortcut
New	Create a new entry, whilst in another entry. You don't have to go back to the daybook.	Ctrl+N
Confirm	Confirm changes made to the entry.
Cancel	Cancel changes made.
Print	Print the selected transaction. Documents can also be emailed as an attached PDF.
Email	Email the selected transaction. No attachment is used. The email is created using fields to insert transaction specific information.
Reports	Displays a list of the entry forms from which you can print a confirmation form.
Documents	Opens the location to which signed documents have been saved. Their file-names will be the Document ID assigned by Adobe Sign.
New Action	Create a new CRM action for the sales order's customer.
Recode	Changes items (on all detail lines), to items from the highest priority active catalogue.
Quote	Copies the sales order as a sales quotation. You are given the option to close and delete the order. You cannot delete an order once shopped.
Enquire	Opens Stock enquiry for detail lines.	Ctrl+E
Force	Reserves all lines on the entry, even if there is no stock.
Allocate	Allocate available stock against the entry's detail lines.	Ctrl+O
Deliver	Deliver the entry where stock is allocated.	Ctrl+D
Invoice	Invoice all delivered/confirmed lines on the entry.
CTI	Convert to invoice – Invoice the entry, even if it has not been delivered.
Back-to-back	Back-to-back the sales order/return to a purchase order/return.	Ctrl+B
Reverse	Create the reverse entry type of the entry, i.e. if you reverse a SORD, you create a SRTN.
Copy Entry	Creates a copy of the current document. The new document will open if Always open copied entries is selected.
Reprice	Reprice the entry.
Consumables	Find printer consumables to then add into the entry.
Campaign	Create a marketing campaign for the items on the entry.
Insert Items	Show or hide Insert Items pane.	F3
Build WO	Builds composite products into works orders without closing the sales order.