The example
The steps below use a sample distributor, Lone Star Industrial Supply. Your customers, items and numbers will differ; the page and the fields won’t.
The buyer at Sabine Poultry is on the phone.
"I need 45 of the Ball bearing 6302-ZZ, part BRG-6302-ZZ, delivered by Wednesday, March 4. Our PO is PO-59926."
Enter the Sales Order.
Step by step in Sales Order
- 1.
Search for Sales Orders with the magnifying glass at the top, and open it.
- 2.
On the Sales Orders list, choose New on the action bar.
- 3.
Type 100360 in Customer No. and press Tab. The name and address fill in.
The customer drives everything after it: prices, the ship-to, the location that ships, and credit. You can also type the start of the name in Customer Name.
- 4.
Type their PO number, PO-59926, in External Document No.
BC prints it on the invoice, and their AP team matches every invoice to it.
- 5.
Set Requested Delivery Date to 03/04/2026 (Wednesday, March 4), the day they need it.
Requested Delivery Date is the promise. The warehouse plans the shipment back from it.
- 6.
In Lines, Type is already Item. Type BRG-6302-ZZ in No. and press Tab.
Description, unit of measure and price fill in. Check the description matches what they asked for.
- 7.
Type 45 in Quantity and press Tab.
- 8.
Leave Unit Price Excl. Tax as it is. BC priced the line from the customer's prices.
Typing over a price is an override. It needs a reason and a manager, and it is the most common way margin leaks.
- 9.
Leave the card with the ← back arrow at the top left. The order is filed and you are back on the list.
Mistakes that cost money
These are the checks Simetta’s scored test makes on this task, and what each mistake costs a distributor when it happens for real.
Order not entered
No order means no allocation and no pick ticket. The customer is waiting on a shipment that nobody knows about.
Duplicate order
A second order allocates the same stock twice and can ship the customer double, followed by a return, a credit memo and an annoyed buyer.
Wrong item
The customer receives the wrong part, which means a return authorization, restocking, a second shipment and a day or more of downtime on their line.
Wrong quantity
Short ships leave the customer waiting on a second delivery; over-ships tie up stock another customer needed and come back as returns.
Wrong required date
The warehouse picks by required date. A wrong date either rushes an order that could wait or misses the date the customer was promised.
Customer PO number missing or wrong
Many customers' AP departments reject invoices without their PO number. The invoice sits unpaid until someone chases it.
Unneeded manual price override
Overriding the system price bypasses contract and quantity-break pricing and is the most common source of margin leakage.
Shipped from the wrong location
Shipping from a farther branch adds freight and transit days, and pulls stock that branch had promised to its own customers.
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