1. How to enter SO.E

2. SO.E – Sales order entry Normally use below types in IBS Tech.
U = Domestic OEM(Local Delivery)
I = International OEM (Parts will ship to other countries)
D = International Dropshipment (Parts,
That means parts will ship from IBS US to customer directly)
Or you can right click and choose valid entries.
Press Enter key in a field = Default Value
Automatically, Just press enter
SO# generate automatically
after save, Press enter key
Just Press Enter
One customer PO# stand
or one SO only.
The name for approve this order
You can direct enter customer
name Or Right click and
choose name look up.
N = New
B = Partial shipped
C = Close
Who places this order
Sale Rep
Run Automatically
SO notes

3. SO.E – Detail Line Item Our Ship out date
Enter 1, 2, 3 for the line item.
Our Ship out date
Enter part number
Quantity &
our selling price
Run Automatically,
Can change Description
Ship out location
SNA = US
HK = HK
Vendor PO #
Rohs or Non Rohs status of the part,
It’ll not shows on the SO hard copy.
Line Item Notes

4. SO.E – Summary Line item
Double checking for the all line items.

5. SO.E – Ship/Tax/ Credit Right click and choose the
Correct ship to address.
If address information is not correct,
We can type in the address ourselves.
Base on your quotation.
Normally HK or US
If customer in HK, enter “Local”
If customer in other countries,
base on customer’s
shipping instruction.
Who receive the goods
Enter customer Fedex/DHL/ups account#.
P = Prepaid(shipper pay the shipping charges)
C = Collect (shipping charges paid by receiver)
T = Third (Shipping charges paid by Others)

6. SO.E – Notes Packing (warehouse) & Invoice
Mark down the special information
for packing/shipping/receiving or Miscellaneous.
Invoice Notes (On Invoice)

7. How to check Shipment information in SO.E
Right click and select a method (what u have on hand).
Example: Customer PO number.

8. How to check Shipment information in SO.E
Right click and choose “PO Number Look up”
Or other information that you have, e.g,
Open order by Part#.
Enter the “PO number” or
what you want to check..

9. How to check Shipment information in SO.E
C means closed.
All parts are shipped

10. How to check Shipment information in SO.E
Num=how many times of shipped.
1 = first time. shipment# = -1
2 = second time. Shipment# = -2
Remainning qty changed to “0”
if all parts are shipped
Ship out date
and ship out Qty.

11. How to check Shipment information in SO.E
If the parts are shipped by Fedex/ DHL/ UPS.
It show the tracking number

12. SO.E Example

13. Detail Line Item
Detail Line Item Tab

14. Ship/Tax/Credit

15. Notes (for warehouse)