Sales Order Maintenance
Create, modify, and manage sales orders with full control over customer details, shipping addresses, product lines, and order holds. JASCI's Sales Order Maintenance provides a centralized hub for all outbound order operations.
What is Sales Order Maintenance?
Sales Order Maintenance is the centralized management interface for creating, editing, and controlling all aspects of customer sales orders within a warehouse management system. It serves as the command center for outbound order operations, providing complete visibility and control over the order lifecycle.
Unlike basic order entry systems that only capture initial order data, Sales Order Maintenance provides ongoing management capabilities throughout the order's journey. This includes modifying order details, managing product lines, applying or releasing holds, updating shipping addresses, and tracking order status from creation through fulfillment.
Key Distinction
While Sales Order Entry focuses on initial order creation, Sales Order Maintenance enables full lifecycle management - allowing modifications, holds, address changes, and product adjustments at any point before shipment.
JASCI's Sales Order Maintenance is typically accessed through the Outbound menu under Order Management. It provides a tabbed interface for managing different aspects of each order: Order details, Products, Ship To addresses, and Holds - giving warehouse teams complete control over every order.
Why Sales Order Maintenance Matters
Effective order management is the foundation of customer satisfaction and operational efficiency
Flexibility
Modify orders at any point before shipment - add products, change quantities, update addresses, or adjust shipping methods without starting over.
Control
Apply holds for credit review, inventory allocation, or special handling. Release orders strategically to optimize warehouse operations.
Customer Service
Respond quickly to customer requests with complete order visibility. Make changes in real-time to meet evolving customer needs.
How JASCI Does It
Comprehensive order management through an intuitive tabbed interface
Order Tab
Manage order status, hold requirements, special instructions, and carrier selection from a single view.
Products Tab
Add, modify, or delete product lines with INSERT, MODIFY, and DELETE actions. Adjust quantities and SKUs in real-time.
Ship To Management
Select from multiple customer addresses or update shipping details. Handle customers with multiple delivery locations.
Hold Management
Apply or release order holds and customer holds. Control when orders are released for fulfillment.
Work Detail
View complete order details including all products, quantities, and fulfillment status at a glance.
Customer Creation
Create new customers directly from the order screen with the 'New Customer' button for seamless order entry.
Sales Order Maintenance Workflow
Complete order management from creation to fulfillment
Access Order Management
Navigate to Order Management → Sales Order Maintenance in the outbound menu profile.
Search or Create
Search for existing orders using various filters, or click 'New Order' with a customer ID to create a new sales order.
Set Action Type
Choose INSERT for new orders, MODIFY for editing existing orders, or DELETE for removing products.
Configure Order Details
Use the Order tab to set status, hold requirements, carrier selection, and special instructions.
Manage Product Lines
Add or modify product lines in the Products tab. Enter SKU, quantity, and use INSERT/DELETE actions.
Finalize & Release
Verify shipping address, review holds, and release the order for warehouse fulfillment.
Intuitive Order Interface
Manage every aspect of your orders through a clean, tabbed interface
Order Lines
| Line | Product | Description | Qty | Action | |
|---|---|---|---|---|---|
| 1 | SKU-001 | Widget A - Standard | 50 | MODIFY | |
| 2 | SKU-002 | Widget B - Premium | 25 | INSERT | |
| 3 | SKU-003 | Component C | 100 |
Operational Impact
Streamlined order management drives measurable business results
Frequently Asked Questions
Common questions about Sales Order Maintenance
QWhat is the difference between INSERT, MODIFY, and DELETE actions?
INSERT is used when creating a new sales order or adding a new product line. MODIFY is used when editing an existing order or changing product quantities. DELETE is used to remove a product line from an order. These action types help the system track changes and maintain order history.
QCan I change the shipping address after an order is created?
Yes, you can update the shipping address at any time before the order ships. Use the 'Ship To' button to select from the customer's saved addresses, or update the address details directly. This is especially useful for customers with multiple delivery locations.
QHow do order holds work in JASCI?
Order holds can be applied at both the order level and customer level. Common hold types include credit holds, inventory holds, and special handling holds. Orders on hold won't be released for picking until the hold is removed. You can manage holds from the 'Holds' tab in Sales Order Maintenance.
QCan I create a new customer while entering a sales order?
Yes, JASCI allows you to create new customers directly from the Sales Order Maintenance screen. Simply click the 'New Customer' button to access the Customer Entry maintenance screen, create the customer record, and then return to complete the order.
QHow do I add multiple products to a single order?
In the 'Products' tab, click the green 'Add Line' button for each product you want to add. For each line, select the pencil icon to edit, enter the product SKU and quantity, then set the Action to INSERT. You can add as many product lines as needed.
QWhat information can I see in the Work Detail view?
Work Detail provides a comprehensive view of the order including all product lines, quantities ordered vs. picked, current order status, assigned pick tasks, and fulfillment progress. It's useful for tracking orders through the warehouse workflow.
QCan I duplicate an existing order for a repeat customer?
While there isn't a direct duplicate button, you can quickly create similar orders by searching for the customer, clicking 'New Order', and then manually adding the same product lines. For frequently repeated orders, consider setting up standing orders or order templates.
QHow do I handle partial shipments or split orders?
JASCI supports partial shipments through inventory allocation. If not all items are available, the system can allocate available inventory and create backorders for remaining quantities. You can also manually adjust line quantities or split orders as needed through the Products tab.
Ready to Streamline Your Order Management?
See how JASCI's Sales Order Maintenance gives you complete control over every order - from creation to fulfillment.