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Once the header fields have been completed, select the customer address for the sales order and click the Go To Catalog toolbar icon.
Note: The Item Catalog page can be also accessed by double clicking a customer name.
This will open the Sales Order: Select Items window, which will open with the customer’s name as a hyperlink to the customer record view, the address type as a hyperlink to the address record view, the shipping date, the transaction type of ‘Order,’ and the site selection, which will default from the address and will be selected from the Site drop-down menu.
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