Create a Sales Order

Use Sales Order Entry to confirm a customer's purchase and reserve the information needed for delivery and invoicing.

Before you begin

• The customer and branch must be active.
• Confirm item availability, price, tax, credit status, delivery location, and requested date.
• Obtain any required quotation acceptance or approval.

Create the order

1. Select the Customer and Branch.
2. Confirm the sales type, currency, reference, delivery location, shipping method, and Delivery Date.
3. Select an item, enter the Quantity, and review the Unit Price and discount.
4. Click Add Item and repeat for each line.
5. Review quantities, tax, discounts, freight, and the order total.
6. Add a clear customer reference or delivery note when required.
7. Click Place Order and note the resulting order number.

After placing the order

• Find it in Outstanding Sales Orders.
• Continue with Deliver Items for a Sales Order when stock is ready.
• For an advance-payment process, follow Invoicing Prepayment Orders.

Common problems

• Item cannot be delivered: check available stock and location.
• Unexpected price: review the sales type, item sales price, currency, and branch defaults.
• Order is blocked: review customer credit status, credit limit, approval, or prepayment requirements.