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Sales Orders

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Sales Orders

  • You must navigate to the left panel of Acumatica and click on [Sales Orders] and then click on [Sales Orders] under [Transactions].
Sales Orders
  • Click on the [+] icon, then you will be redirected to the Sales Orders screen.
  • You need to search for [Customer].
  • Click on [+] icon under [Details] and search for the created [Inventory ID].
  • Enter the [Quantity].
  • Upon entering the [Quantity] the free item will auto be populated on the screen.
  • Click on [Save].
Sales Orders
Sales Orders
Sales Orders
Sales Orders
  • You can see that free item Quantity is not editable but if the [Can Define Qty] is enabled under [Free Items], you can edit the quantity in sales orders screen.
Stock Items Figure: Sales Orders
Stock Items Figure: Sales Orders
  • Upon enabling the check box, you can edit the quantity for free item.
Sales Orders
Sales Orders
  • You can also add multiple free items for specific stock items under [Related Items].
  • If you add multiple free items for stock items, alternate items will be replaced when the free item does not have quantity available in the warehouse.
Sales Orders
Sales Orders

Note: The [Active] checkbox needs to be activated for the free item to display in the stock items screen.

  • Free Item is added only if the stock items quantity is selected.
  • Deleting the parent item will delete the free item automatically.
  • Deleting the free item alone will delete only free item.