Process Sales Blanket Orders

GoldFinch supports Sales Blanket Orders through the Blanket Order feature, allowing you to track large sales commitments over time. This functionality enables you to release quantities as needed by generating Sales Orders (SOs).

Steps to Use Sales Blanket Orders

• Navigate to the Blanket Order tab
  Click the New button and select Sales Blanket Order as the record type.

• (Optional) Disable the Purchase Blanket Order record type
  You can restrict access to the Purchase Blanket Order type organization-wide or by individual user profile.

• Enter Blanket Order Header and Lines

• Release Quantities to Create Sales Orders

  • Edit the line item and enter the Qty. to Order field.

• Click the Create Sales Order button to generate a new Sales Order from the released quantity.

• Track Related Sales Orders

  • From the Blanket Order page, view all related Sales Orders and their current statuses.

• Each Blanket Line tracks the total quantity ordered across all related Sales Orders.

Article Process-Sales-Blanket-Orders  ·  Last updated September 29, 2025 · GoldFinch ERP Help Center