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New Sales Order Entry
New Sales Order Entry
Create a sales order to confirm a customer purchase. Orders drive the delivery and invoicing workflow.
How to Create an Order
- Select the Customer and Branch
- Set the Delivery Date
- Add line items:
- * Select Item from inventory
- * Enter Quantity and confirm Unit Price
- * Optionally apply Discount %
- Click Add Item for each line
- Review totals and tax
- Click Place Order to confirm
Prepayment Orders
For orders requiring advance payment:
- Check Prepayment Required
- Set the Required Prepayment %
- The order will not be available for delivery until prepayment is received
- Invoice the prepayment via Invoicing Prepayment Orders
After Placing an Order
- Deliver items via Deliver Items for a Sales Order
- View the order in Outstanding Sales Orders
- Modify an existing order using the Edit link in the order list