Below are the steps in creating a standard Sales Order.
- Open the Sales | Sales Orders menu. If there is no existing record yet, this will open a new Sales Order screen. If not, click the New button on the integrated search grid.
You will notice that some of the fields, like the Type, Date, Due Date, Location, Ordered By, Status, and Currency are already populated by default. You can still change these value if necessary. - Fill out the header details as needed. The required details are Customer, Location, Bill To, Ship To, Terms, and Currency.
- Type is already set to Standard by default. Leave it as is.
- Select the Customer to whom the order is from.
- Select a different Location, Bill To, Ship To, Terms, and Currency if needed. But don't leave these fields blank.
- Enter other details that you see necessary. Refer to Sales Order | Field Description | Header Details to help you in filling out the fields.
- Add details on grid. Refer to Sales Order | Field Description | Grid Details to help you in filling out the fields. Note that UOM is a required detail.
Complete filling in the Item No, Ordered, Price, and other fields necessary to ensure they are appropriate for the customer's order.
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The grid will also allow you to enter miscellaneous items that do not have an Inventory Item record. You can do this by not selecting an Item No and simply entering its Description, Ordered, Price, and other necessary details.
Image Added Click Save button. Notice that the Order No field will be filled in with a unique and system generated number.
Here is a sample Sales Order.
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Below are the steps in creating a Sales Order. - Open the Sales | Sales Orders menu. If there is no existing record yet, this will open a new Sales Order screen. If not, click New button on the integrated search grid.
You will notice that some of the fields, like the Type, Location,
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- Date, Due, Ordered By, Status, and Currency are already populated by default.
- Fill out the header details as needed. Refer to Sales Order | Field Description | Header Details to help you in filling out the fields. Note that the required details are Customer, Location, Bill To, Ship To, Terms, and Currency.
- Add details on grid. Refer to Sales Order | Field Description | Grid Details to help you in filling out the fields. Note that UOM is a required detail.
Complete filling in the Item No, Ordered, Price, and other fields necessary to ensure they are appropriate for the customer's order.
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Image Added The grid will also allow you to
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- enter miscellaneous items
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- that do not have an Inventory Item record. You can do this by not selecting an Item No and simply entering its Description, Ordered, Price, and other necessary details.
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Image AddedClick Save button. Notice that the
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Order No field will be filled in with a unique and system generated number. Here is a sample Sales Order. Image Modified
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- Open the Sales | Sales Orders menu. If there is no existing record yet, this will open a new Sales Order screen. If not, click New button on the integrated search grid.
![](/download/attachments/16875917/image2016-1-25%2017%3A45%3A2.png?version=1&modificationDate=1453715273427&api=v2&effects=border-simple,shadow-kn) You will notice that some of the fields, like the Type, Location, Invoice Date, Due, Ordered By, Status, and Currency are already populated by default. - Fill out the header details as needed. Refer to Sales Order | Field Description | Header Details to help you in filling out the fields. Note that the required details are Customer, Location, Bill To, Ship To, Terms, and Currency.
- Add details on grid. Refer to Sales Order | Field Description | Grid Details to help you in filling out the fields. Note that UOM is a required detail.
Complete filling in the Item No, Ordered, Price, and other fields necessary to ensure they are appropriate for the customer's order.
![](/download/attachments/16875917/image2016-1-25%2017%3A45%3A48.png?version=1&modificationDate=1453715318820&api=v2&effects=border-simple,shadow-kn) The grid will also allow you to enter miscellaneous items that do not have an Inventory Item record. You can do this by not selecting an Item No and simply entering its Description, Ordered, Price, and other necessary details.
![](/download/attachments/16875917/image2016-1-25%2017%3A46%3A22.png?version=1&modificationDate=1453715353110&api=v2&effects=border-simple,shadow-kn) Click Save button. Notice that the Invoice No field will be filled in with a unique and system generated number. Here is a sample Sales Order.
![](/download/attachments/16875917/image2016-1-25%2017%3A46%3A45.png?version=1&modificationDate=1453715375513&api=v2&effects=border-simple,shadow-kn)
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