C2W Inventory allows users to print or email standard Sales Order-related forms directly from the Manage Sales Order screen.
Available forms include:
- Sales Order
- Invoice
- Receipt
- Packing List
- Pallet Label
These forms help users prepare customer documents, warehouse paperwork, shipping documents, and order records.
Open the Print and Email Window
Available Sales Order Forms
Users can select from the following standard form templates:
Sales Order Form
The Sales Order form shows the customer order details, including customer information, order number, order date, item details, quantities, prices, and totals.
This form can be used as a customer order confirmation or internal sales record.
Invoice
The Invoice form shows the billing details for the Sales Order.
It can be used to request payment from the customer and usually includes order details, item pricing, taxes, totals, and payment-related information.
Receipt
The Receipt form can be used after payment is received.
It helps provide the customer with a payment record for the Sales Order.
Packing List
The Packing List is used for warehouse and shipping preparation.
It helps the team confirm which items and quantities should be packed for the order.
Pallet Label
The Pallet Label can be printed and attached to pallets or packages when preparing larger shipments.
This helps with warehouse handling, shipment organization, and delivery preparation.
Print a Form
Email a Form
Users can email Sales Order-related forms directly from the system.
The user sending the email will also be BCC’d automatically, so they have a copy of the sent document.
Best Practice
Before printing or emailing a document, check that the Sales Order information is correct.
This includes:
- Customer name
- Billing address
- Shipping address
- Item quantities
- Prices
- Tax
- Freight
- Total amount