How to Create Sales Order

Below are the steps in creating a Sales Order.

1. Open the Accounts Receivable > Activities > Sales Order menu. If there is no existing record yet, this will open a new Sales Order screen and then proceed to step 3. If there are existing record, this will open the Search Sales Order screen. If the search screen is displayed, proceed to step 2.
2. On the search screen, click the New toolbar button to open a new Sales Order screen. You will notice that some of the fields, like the Order Type, Location, Date, Currency, and Order Status, are already populated by default.
3. Enter the header details. A list of the Details tab > Header fields is listed in Sales Order.
4. Enter the grid details. Complete filling in the Location, Item No, Ordered, Discount, and other fields necessary to ensure they are appropriate for the customer's order. Note that before selecting an Item No, you need to select a Location to filter the items per location.
   
   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 Location, Description, Ordered, Discount, and Price. A list of the Details tab > Grid Details is listed in Sales Order.
   

5. Click Save button. Notice that the Order Number field will be filled in with a unique and system generated number.

   You can skip saving the record if the transaction is to be duplicated or processed to invoice right away since it will be saved automatically.
   

   Here is a sample Sales Order.