FISHBOWL: Creating a Sales Order | Scribe

    FISHBOWL: Creating a Sales Order

    • CET Inc |
    • 68 steps |
    • 4 minutes
    1
    Find the email with the Purchase Order and click on the attachment to open.
    2
    Click on the Print icon to print the Purchase Order
    3
    Click on "More Settings"
    4
    Click on "Print on both sides" to conserve paper
    5
    Click "Print"
    6
    Click on the "Sales Order" button on the Fishbowl home page.
    7
    Go to Fishbowl and click on the "New" button in the Sales Order module
    8
    Click on the empty field next to "Customer"
    9
    Type in the name of the customer
    10
    Click on the correct choice once the name list auto-populates
    11
    Click on the drop down menu under "Service"
    12
    Click on the shipping speed that the customer requests on the Purchase Order
    information ordinal icon
    If there is no ship speed specified on the PO, select UPS Ground.
    13
    If the Shipping Address needs to be updated, click on the pencil icon to the top left of the "Ship To" panel **If the Ship To address is correct, SKIP to Step 17**
    14
    Click "Shipping Address"
    15
    Select the correct shipping address from the drop down options
    16
    Click on "OK" to lock in the updated Shipping Address
    17
    Click on the "Customer PO" empty field
    18
    Type in the PO Number from the customer's Purchase Order document
    19
    Click on the field labeled "Quantity"