To Process a Cash Sale Order (CS)

You process an order of the predefined CS type to record a sale of stock items that is immediately paid by cash and does not require shipping. You process a CS order on the Sales Orders (SO301000) form.

To Process a Cash Sale

1. Open the Sales Orders (SO301000) form.
2. Select the order by specifying its type (CS) and its reference number.
3. On the form toolbar, click Prepare Invoice. This generates an SO invoice with a Cash Sale type. The system opens the Invoices (SO303000) form to display the new document.
4. On the form toolbar of the opened form, click Release to release the SO cash sale. The system generates an inventory transaction of the Credit Memo type to issue the items from inventory. Once you release the cash sale, the original CS order gets the Completed status.