Confirm the sales order

You may be asked to confirm the order whenever you Save a new order or amend an order.

You'll only be asked to confirm the order if you have selected Show the order number when order confirmed in the SOP settings (in the Sage 200 desktop).

Open: Sales Order Processing > Sales Orders > New Sales Order

Open: Sales Order Processing > Sales Orders > Amend Sales Order

1. After you create or amend the order, save the order.

   • To save your order, select Save.

2. The order confirmation is displayed, and shows the totals and discounts.

   Note: If you're entering a new order, the Order no will be displayed after you save the order.

   • If you enter order numbers manually, enter the Order no. This must be a unique number.

     Note: You can't change the Order no if you have chosen to Automatically generate order and return numbers in the SOP settings - Document Numbering tab (in the Sage 200 desktop).

3. Enter the Customer order no, if you haven't already entered this in the order details.

   This can be a reference that the customer gives you, such as their name, or their own order number.

4. To confirm the order, select Save.

   • If the customer has exceeded their credit limit, the order will be put on hold and cannot be processed. You can override this so that the order is not put on hold, if your User Permissions allow you to Override credit hold on invoices and orders.