> For the complete documentation index, see [llms.txt](https://docs.xorosoft.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.xorosoft.com/xoroerp-1/sales/sales-order/sales-order-centre/sales-order-centre-options.md).

# Sales Order Centre Options

### Header Level Options

The Sales Order Centre serves as a dynamic platform within the Xoro ERP system, offering a wide array of header-level options designed to optimize the management and processing of sales orders. These options provide unparalleled flexibility and control over the sales order workflow, empowering users to efficiently navigate through various tasks and streamline operations. Let's delve into the key header-level options and explore how they enhance sales order management:

The Header Level options are located under the "**Options**" menu in the top left corner of the page.

<figure><img src="/files/VZl86KT9xr4qIs0ivcEG" alt=""><figcaption></figcaption></figure>

* **Print:** This option allows users to print the selected Sales Order. When selected, the **Select Reporting Template** window opens, where users can choose the desired document template before generating the report.
  * **Commercial Invoice:** One of the available document templates is the **Commercial Invoice**. A Commercial Invoice is typically used when the Sales Order has not yet been shipped, but the customer requires an invoice for customs clearance, documentation, or other commercial purposes. After selecting the **Commercial Invoice** template, click **Print Preview** to generate and review the document before printing.
* **Add to Email Queue:** This allows you to place the sales order in the email queue for sending at a later time. All you need to do is select the Document and Email Template, along with selecting the Recipient. You also have the option of Combining Attachments Per Recipient.&#x20;

<figure><img src="/files/63ecYHG4p8r827gt2Dav" alt=""><figcaption></figcaption></figure>

* **Release**: This allows you to directly release the selected **Sales Order** in an open status.
* **Merge Order Lines:** This allows you to merge the order lines with the same item numbers within individual sales orders.
* **Close SO**: Closes the sales order and restricts any further processing.
* **Re-Open SO**: Reopens a closed or cancelled sales order for further processing. \*\*This option needs elevated permissions.
* **Void**: This allows you to void the selected SO. Voided orders are deleted permanently from the system.
* **Cancel**: Mark the sales order as cancelled and restrict any further processing.
* **Batch Updates:** This allows you to perform **Batch Updates** to the selected Sales Orders. Users can update a wide range of fields, including **Tags**, **Order Type**, **Ship Store**, **Project/Class**, **Memo**, **Default Location**, **Date to Be Shipped**, **Ship Service**, **Payment Terms**, **Line Date to Be Shipped**, **Brand**, and **Sales Rep**.                                                                                                                         The **Batch Update** window also includes a **Clear Data** toggle. When enabled, the selected field is updated to an empty (null) value for all selected Sales Orders without requiring a value to be entered. The **Value** field is automatically disabled while **Clear Data** is enabled. This option is available only for fields that support empty values. Required fields cannot be cleared, and the **Clear Data** toggle is not displayed for **Boolean (Yes/No)** fields.                                                                                                                            &#x20;

  <figure><img src="/files/hA2QYfa7GQyY6QdQH0UN" alt=""><figcaption></figcaption></figure>

  * **Batch Update Tags:** You just need to select the Tags from the Column dropdown and fill in the updated Value for it, and click **Update.** The updated details will be reflected in the Sales Order Centre.

  <div data-full-width="true"><figure><img src="/files/fb07iH3qqDiBxNF63NNa" alt=""><figcaption></figcaption></figure></div>

  * **Batch Update BackOrder:** This allows you to update the BackOrder quantity for a batch of selected Sales Orders.

  <figure><img src="/files/DgKKEZ0hLPiz4Hb9sXC6" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
To Apply Batch Updates for BackOrders, you need to select the Sales Order Detail View of the Sales Order Centre from the second tab in the header menu. Refer to the screenshot below.
{% endhint %}

<figure><img src="/files/13izTuGqLTrUuFESmGsS" alt=""><figcaption></figcaption></figure>

* **Quick Ship**: This function performs the quick ship function, automating all the intermediate processes such as Wave → Pick → Pack → Ship
* **Create Wave** -&#x20;
  * **Auto:** Offers different sub-options for automatically creating a wave based on specific criteria, such as full order(s) only, full quantity line(s) only, or allocating what's available.
    * **Full Order(s) Only:** Automatically creates a wave for full orders only.
    * **Full Qty Line(s) Only:** Automatically creates a wave for full quantity line items only.
    * **Allocate What's Available:** Automatically allocates items available for fulfillment in the wave.
  * **Manual:** Provides an interface to manually create a wave for warehousing and fulfillment.
* **Take Deposit:** Provides sub-options for sending or generating a deposit link, as well as recording the deposit.
  * [**Send Deposit Link**](#sending-a-deposit-link)**:** Sends a deposit link to the customer to pay.
  * [**Generate Deposit Link**](#generating-combined-payment-link)**:** Generates a deposit link for the customer. This option also allows users to generate a single combined payment link for multiple sales orders from the same customer.
* **Remove Address Verification Error**: This allows you to remove any Address Verification Error in the selected Sales Order. If there is no error, the system shall prompt you with a message popup that says "No Address Verification Error Found".

<figure><img src="/files/0tJtzqNTi6efWDbRaHsg" alt=""><figcaption></figcaption></figure>

* **Allocation % Preview:** This allows you to gain insights into the allocation and shipping status of selected Sales Orders with this feature. By accessing the Options dropdown menu, users can discern whether an order is fully or partially allocated, as well as its shipping status. This functionality provides valuable information about the status of Sales Orders, facilitating informed decision-making. Additionally, within the Allocation Preview window, users can delve deeper into allocated orders' details and statuses. Here, options such as Release, Merge Order Lines, Close, Wave, and Quick Ship empower users to efficiently manage allocated orders, optimizing order fulfillment processes.

<figure><img src="/files/Lf9P5OJ72RG0kjQAAJjf" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
For certain stores, users may not have access to perform any transactions. You can use the '**User Store Mapping**' module to grant access.
{% endhint %}

* **Approval:** Offers options for marking the order for approval or removing approval status.
  * **Mark as Waiting For Approval:** Marks the sales order as waiting for approval.
  * **Mark as Approved:** Marks the sales order as approved.
  * **Remove Approval Status:** Removes the approval status from the sales order.
* [**Generate Batch MO**](/xoroerp-1/sales/sales-order/generate-batch-mo.md)**:** The **Batch Manufacturing Order (BMO)** functionality in **XoroERP** streamlines the production process by allowing users to create multiple Manufacturing Orders (MOs) in bulk from selected **Sales Orders (SOs)**. This feature eliminates repetitive manual steps, ensures production planning efficiency, and provides flexibility to generate MOs either at an item-level or sales order-level.

### Sending a Deposit Link

Follow the steps below to send a deposit link to the customer:

1. Navigate to the **Sales Order Centre** and select one or more Sales Orders for which you want to send the deposit link.

<figure><img src="/files/DYmhzDIulrcLCPWjsRgR" alt=""><figcaption></figcaption></figure>

2. Go to **Options > Take Deposit > Send Pay Deposit Link**.

<figure><img src="/files/FnQnE9c5KAvJ7ewbFZkf" alt=""><figcaption></figcaption></figure>

3. In the confirmation pop-up, choose whether to enable the **“Generate Combined Link”** option (if required), then click OK to send the deposit link(s) to the selected customer(s).

<figure><img src="/files/f7GSu68L1fCCXO2f4tvv" alt=""><figcaption></figcaption></figure>

4. A success message is displayed confirming that the deposit link(s) have been sent successfully.

<figure><img src="/files/QJuAijyRlLa3EtNi4HbN" alt=""><figcaption></figcaption></figure>

### Generating Combined Payment Link

1. To enable the option for generating multi-order payment links, enable the app configuration **"Send or generate a single payment link for multiple sales orders"** from **Menu → App Config → Sales**.

<figure><img src="/files/wsVKL94r4O7jYMPUfSTQ" alt=""><figcaption></figcaption></figure>

2. Go to *Options > Take Deposit > Generate Pay Deposit Link*.

<figure><img src="/files/qlwJp7iyzoAUsfy2RUu1" alt=""><figcaption></figcaption></figure>

3. In the Generate Deposit Link pop-up, check the box next to **"Generate Combined Link"** and click OK to continue.

<div align="center"><figure><img src="/files/dvmDLfhoVRLvTujNaa54" alt="" width="418"><figcaption></figcaption></figure></div>

4. A combined link for deposit payment will be generated for all the selected orders.

<div align="center"><figure><img src="/files/qzuH0sY56hws17GpQOW0" alt="" width="501"><figcaption></figcaption></figure></div>

#### Key Features&#x20;

1. **Link Visibility and Data:**

   * The combined link will display the Order Numbers for all included orders in a comma-separated list under the Ref# column in the pop-up message.

   <div align="left"><figure><img src="/files/fl1NzYr86wWnv6kaayEc" alt="" width="498"><figcaption></figcaption></figure></div>

   * The payment page will also display the Order Numbers and Customer POs in a comma-separated list.

   <div align="left"><figure><img src="/files/sBbF8aVsIRwN7uSYxPXV" alt="" width="563"><figcaption></figcaption></figure></div>

   * The report will include data for all combined orders in a single PDF file.
2. **Amount and Breakdown:**

   * The total amount displayed on the payment page will be the sum of all deposit amounts for the combined orders.
   * Users will not be able to change the amount on the payment page.
   * A table will be included (only for combined links) to break down the deposit amount for each individual order.

   <div align="left" data-full-width="true"><figure><img src="/files/WE3azr395SWUby9xWdP2" alt="" width="563"><figcaption></figcaption></figure></div>
3. **Deposit Allocation:**
   * Payments made through the combined link will be allocated correctly to each individual order and reflected on their respective SO pages.
4. **Sales Order Centre Updates:**

   * A new column **"Deposit Links Combined?"** has been added to the Sales Order Centre. This column will display a checkmark for all orders included in a combined deposit link.

   <div align="left"><figure><img src="/files/vE56orMccexjVLArXWrJ" alt="" width="563"><figcaption></figcaption></figure></div>
5. **Combined Link Management:**
   * If a user tries to create a single link for one or more or all deposits in a combined group, a new link will be generated for the deposit payment and every deposit link in the combined group will turn into a single link deposit.
   * If a user tries to create a new combined group but chooses one deposit from another combined group, then the new combined group will be formed, and the remaining deposits in the old combined group will turn into single-link deposits.

{% hint style="info" %}
**Please Note:** Although each order will have a unique link in the *Deposit Links* column in the SO Centre , they will lead to the same payment page if part of a combined group.
{% endhint %}


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