Process a Sales Order from the SwiftCount browser

In this article, you will learn how to process a sales order from the SwiftCount browser.

Why you will need this:

Process a sales order to adjust your on-hand quantities.

What you will need:

Pick / Ship from a Sales Order.
Click here to learn how to pick / ship products from a sales order with barcodes
Click here to learn how to Pick / ship products from a sales order without barcodes

Step 1: Select the sales order

Go to the “Outbound” module on the left banner
Select the sales order you want to process
Click “View”

Step 2: Process the sales order

Click “Process order”

Check “Update Accounting Package” if you want to update your 3rd party platform (POS, Accounting, ERP…)
Click “Process”

The order you have shipped is not complete? Follow these next instructions.
Click “Process order”

Click one more time “Process order”

Check “Yes” if you know that you will not ship the remaining products. If you will ship the products to complete this order, leave this order opened.
Check “Update Accounting Package” if you want to update your 3rd party platform (POS, Accounting, ERP…)
Click “Process”

Step 3: (Optional) Export the sales order

Click “Export to excel” or “Export to PDF”