| Action | Pick Instruction | Print a picking list that shows which items to pick and ship for the sales order. If an item is assembled to order, then the report includes rows for the assembly components that must be picked. Use this report as a pick instruction to employees in charge of picking sales items or assembly components for the sales order. |
| Action | Post and Send | Finalize and prepare to send the document according to the customer’s sending profile, such as attached to an email. The Send document to window opens first so you can confirm or select a sending profile. |
| Action | Record Extensions | View or Edit Record Extensions for this Record. |