> For the complete documentation index, see [llms.txt](https://kb.bevica.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.bevica.com/bevica-select/bevica-select-outcomes/bevica_select_training_outcomes_-_sales_order_processing.md).

# Outcomes - Sales Order Processing

Checklist to validate Sales Order Processing in Bevica Select. Post shipments and invoices, then verify item, value, and customer ledger entries.

Use this checklist after the [Sales Order Processing](/bevica-select/bevica_select_training/bevica_select_training_-_sales_order_processing.md) training.

It helps you prove you can create, release, and post sales orders correctly.

### Before you start

You need:

* Access to Bevica Select (ideally a test company)
* [Introduction to Business Central](/bevica-select/bevica_select_training/bevica_select_training_-_introduction_to_business_central.md)
* [Inventory](/bevica-select/bevica_select_training/inventory.md)
* [Sales Order Processing](/bevica-select/bevica_select_training/bevica_select_training_-_sales_order_processing.md)

Recommended:

* Work through this with a finance user.
* Capture evidence (posted shipments/invoices, item ledger entries, and G/L impact).

### Completion criteria (what “done” looks like)

You’re done when:

* Users can create all sales order types your business needs.
* You can handle credit hold, reservations, and returns safely.
* You can prove the posting impact (item/value/G/L entries).

### Sales orders

#### Create sales orders for the scenarios you actually use

**Do**

1. Create a **Duty Free** sales order (if applicable).
2. Create a **Duty Paid** sales order (if applicable).
3. Add a customer **Delivery Charge**.
4. Add an **Additional Charge** (if used).
5. Create a sales order for a **sample** (if used).
6. Create an order for **bottles and/or cases**.
7. Create a **foreign currency** sales order (if used).
8. Send an order confirmation to a customer.

**Check**

* Availability, VAT, and pricing behave as expected.

Useful references:

* [Simplified Sales Order process diagram](/documentation/guides/sales/simplified_sales_order_process_diagram.md)
* [Document Additional Charges](/documentation/guides/distribution_costs_management/document_additional_charges.md)

#### Optional sales order types

If these apply to your business:

**Do**

1. Create an **Excellar** order.
2. Create a **Commission** order.

**Check**

* The operational and financial impact is understood before go-live.

### Sales quotes (optional)

Skip this section if you don’t use quotes.

**Do**

1. Create a sales quote.
2. Convert it to a sales order.

**Check**

* Defaults and prices flow as expected.

### Blanket orders (optional)

Skip this section if you don’t use blanket orders.

**Do**

1. Create a sales blanket order.
2. Create an order from the blanket order (change **Qty. to Ship**).
3. Link a manually created order to the blanket order.
4. Link a return order to the blanket order.
5. Explain the blanket line quantities:
   * Quantity
   * Quantity to Ship
   * Quantity Shipped
   * Quantity Invoiced

**Check**

* Users can tell what is still outstanding.

### Sales return orders (stock returns)

**Do**

1. Create a return using **Get Posted Document Lines to Reverse**:
   * return to stock
   * return without putting goods back into stock
2. Return a partial case (1 bottle).
3. Return into a different location.

**Check**

* You can trace the reversal across:
  * posted documents
  * item ledger entries and value entries
  * the G/L impact

Useful reference: [Working with Sales Return Orders](/documentation/guides/sales/working_with_sales_orders-2.md).

### Sales comments and notes

**Do**

1. Add customer comments (Internal / Delivery Instruction / Pick Instruction / Sales Documents / Purchase Documents).
2. Add ship-to address comments.
3. Add line comments on an order or invoice.
4. Create and use **Standard Text** for repeatable comments.
5. Decide whether you will use item extended texts.

**Check**

* The right notes show up at the right stage (order vs pick vs invoice).

### Credit held orders

**Do**

1. Configure when credit warnings appear.
2. Set whether credit limits are checked at sell-to or bill-to.
3. Force credit hold on a customer.
4. Grant users the ability to credit release sales orders.
5. Credit release a held order.

**Check**

* You understand who can override credit and why.

Useful reference: [Credit held orders](/documentation/guides/sales/credit_held_orders.md).

### Ship and invoice

**Do**

1. Explain the difference between **Ship** and **Ship and Invoice**.
2. Ship and invoice a single order.
3. Bulk ship and invoice orders.
4. Print or email sales invoices.

**Check**

* You can review the posted documents and find the posted entries.

Useful reference: [Email sales invoices and credit memos](/bevica-select/faqs/email-sales-invoices-and-credit-memos.md).

### Open Sales Lines

#### Monitor outstanding demand

**Do**

1. Open **Open Sales Lines**.
2. Filter it by:
   * Document Type
   * Type
   * Posting Date
   * Customer No.
3. View reservations against outgoing demand.

**Check**

* Users can answer “what needs shipping” quickly.

### Prepayments (if used)

Skip this section if you don’t use customer deposits.

**Do**

1. Set a default **Prepayment %** on a customer.
2. Create an order with a prepayment %.
3. Post the prepayment invoice and review entries.
4. View the posted prepayment invoice from the sales order.
5. Check for outstanding prepayment invoices.
6. Reverse/cancel a prepayment invoice (prepayment credit memo).

**Check**

* You can see which orders are blocked waiting for prepayment.

Useful reference: [Prepayment Invoicing](/documentation/guides/finance-and-cash/prepayment_invoicing.md).

### Sales prices and discounts (if used)

**Do**

1. Create an **All Customers** price list and validate it on an order.
2. Explain the “most specific” pricing rule.
3. Create item/customer pricing and validate it.
4. Use customer price groups and validate them.
5. Create duty free vs duty paid prices (if applicable).
6. Explain the impact of **Unit of Measure Code** on pricing.
7. Create and apply discount groups.
8. For foreign currency orders:
   * validate the exchange rate used on posting
   * add a spot exchange rate and confirm the result

**Check**

* Users can predict which price/discount will be chosen.

Useful reference: [Sales and Purchase Prices and Discounts (New Price Experience)](/documentation/guides/pricing-costs-and-charges/sales_and_purchase_price_lists_-_new_pricing_experience.md)

### Checking sales margins

**Do**

1. View sales margin on order lines.
2. Filter margins on **Open Sales Lines**.
3. Explain the difference between:
   * sales margin fields on sales lines
   * cost fields on item ledger / value entries

**Check**

* Users understand “estimated margin” vs “posted cost”.

### Bevica Reservations (deep-dive)

**Do**

1. Manually reserve against a specific receipt.
2. Cancel a reservation.
3. Auto-reserve a single line and an entire order.
4. Reserve against incoming supply.
5. Release an order and review auto-reservations.
6. Manually reserve transfer order lines against a specific receipt.

**Check**

* You know when manual reservation is required (provenance, rotation, commitments).

Useful reference: [Bevica Reservations](/documentation/guides/sales/bevica_reservations.md).

### Sales document types (if used)

**Do**

1. Create a new **Sales Document Type**.
2. Add a Sales Document Type to an order.
3. Filter sales orders and posted invoices by Sales Document Type.

**Check**

* Your reporting uses the field consistently.

### Reporting

**Do**

1. Run **Customer/Item Sales Analysis** with date filters.
2. Run the MAT report with date and customer filters.

**Check**

* You can explain what questions each report answers.


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