Use this workflow to print or open a Sales Order PDF from Open Orders.
When to use this workflow
Use Print Order when a customer, internal user, or operations team needs the Sales Order document.
Use the invoice print workflow instead when the customer needs an invoice document.
Before you start
Confirm:
- The order is visible in
Open Orders. - The order details are ready to print.
- Your browser allows popups from PAX.
Screen path
Dashboard > Sales > Open Orders > expand order > Print Order
Steps
-
Open
Dashboard > Sales > Open Orders. -
Search for the order.
-
Select the order row to expand it.
-
Review the expanded order details.
-
Select
Print Order. -
Wait for the Sales Order PDF to open in a new browser tab.
-
Use the browser's print or download controls as needed.
What happens behind the scenes
PAX generates the Sales Order PDF from the current Sales Order header and lines. The PDF includes customer and address details, order details, line details, and tenant company information when configured.
Printing an order does not change order status, inventory, lots, invoices, accounting, payments, or audit history. It only generates a PDF document from the current order data.
Troubleshooting
The PDF does not open
Likely cause: The browser blocked the new tab or popup.
Safe fix: Allow popups for PAX, then select Print Order again.
Contact support if: Popups are allowed but the PDF still does not open.
PAX shows Error generating PDF
Likely cause: PAX could not generate the Sales Order PDF.
Safe fix: Refresh Open Orders and try again.
Contact support if: The error repeats for the same order.
The printed order details look wrong
Likely cause: The Sales Order data needs correction before printing.
Safe fix: Close the PDF, edit the order if it is still eligible, save the correction, then print again.
Contact support if: The order screen is correct but the PDF is wrong.