--- title: Scheduling Orders in a Batch or Individually. description: Schedule orders through the Sales Order Manager and the Sales Order window. Sales > Order Manager or click Order Manager button on the icon bar. --- [Skip to content](https://hub.acctivate.com/articles/learn/ordermanager/how-do-i-schedule-orders-in-a-batch-or-individually#main-content) [Go to Customer Portal](https://hub.acctivate.com/tickets?hsLang=en) ![Acctivate - A CAI Solution](https://hub.acctivate.com/hubfs/Images/Logos/acctivate-cai-logo-svg.svg) - [Knowledge Base](https://hub.acctivate.com/articles) Open main navigation Close main navigation - [Knowledge Base](https://hub.acctivate.com/articles) - [Go to Customer Portal](https://hub.acctivate.com/tickets) - [Support Resources / Create Ticket](https://acctivate.com/support) [Support Resources / Create Ticket](https://acctivate.com/support) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://hub.acctivate.com/articles?hsLang=en) 2. [Sales](https://hub.acctivate.com/articles/sales?hsLang=en) 3. [Sales Order Manager](https://hub.acctivate.com/articles/sales?hsLang=en#sales-order-manager) April 10, 2025 # Scheduling Orders in a Batch or Individually. ## Schedule orders through the Sales Order Manager and the Sales Order window. Sales \> Order Manager or click Order Manager button on the icon bar. #### Schedule Orders in a Batch 1. Open the Sales Order Manager window utility by going to **Sales \> Order Manager** or by clicking the **Order Manager** button on the icon bar. 2. Select the appropriate **Bar** by clicking **View…** and making your select. Next, select a **Button** to view the list of orders that want to reschedule. You can [create your own bars and buttons](https://hub.acctivate.com/articles/learn/ordermanager/how-do-i-create-a-custom-view-of-orders?hsLang=en) in the sales order manager so that you can quickly filter in on orders you want to reschedule. You can also use the [Filter button](https://hub.acctivate.com/articles/learn/ordermanager/what-are-filters-in-the-order-manager?hsLang=en) to quickly filter an existing button down. ![](https://help.acctivate.com/wp-content/uploads/ViewOrderManagerBar.jpg) 3. Once you’ve got a list of orders to work with based on the above-mentioned criteria, you can either select all by checking the top checked box or select orders one by one by checking the box to the far left of each row to schedule. For ease of use, we’ve setup a system that mimics the traffic light system to give the users a good picture of what needs to be scheduled: 1. **Green –** The entire Sales Order is Scheduled and ready to ship 2. **Yellow –** The detail of the Sales Order contains a mix of Scheduled and Backordered items 3. **Red –** The detail of the Sales Order are completely Backordered. This does not mean the order itself has a status of Backordered, as that’s only available after the first invoice has been released. 4. After selecting all or certain orders, click **Action…** **Schedule**. Acctivate will go through each Sales Order, starting at the top of the list of orders selected and working it’s way down, and schedule items based on current availability. ![](https://help.acctivate.com/wp-content/uploads/ActionSchedule.jpg) 5. Any order selected with items set to Backordered which are now Scheduled will change to either Yellow or Green. #### Schedule Orders Individually 1. Open the Sales Order you wish to Schedule. 2. Click the **Edit** button at the top of the order. 3. Click the **Action** button. 4. Click **Reset Scheduled Quantities**. ![Updated reset Scheduled Qty](https://hub.acctivate.com/hs-fs/hubfs/Updated%20reset%20Scheduled%20Qty.png?width=655&name=Updated%20reset%20Scheduled%20Qty.png) 5. This will prompt Acctivate to check each item listed on the order and schedule them based on current availability. 6. 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