How to Create Standard Sales Order

Below are the steps in creating a Sales Order.

1. 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, Date, Due, Ordered By, Status, and Currency are already populated by default.
2. 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.
3. 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.
   
   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.
   

4. Click Save button. Notice that the Order No 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 inventory shipment or processed to Invoice right away since it will be saved automatically.

   Here is a sample Sales Order.

   

1. 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, Invoice Date, Due, Ordered By, Status, and Currency are already populated by default.
2. 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.
3. 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.
   
   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.
   

4. Click Save button. Notice that the Invoice No 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 inventory shipment or processed to Invoice right away since it will be saved automatically.
   

   Here is a sample Sales Order.
   

1. Open the Sales | Sales Orders menu. If there is no existing record yet, this will open a new Sales Order screen.
2. On the grid search, click the New toolbar button to open a new Sales Order screen. You will notice that some of the fields, like the Location, Date, Currency, and Order Status, are already populated by default.
3. Enter the header details as needed. Refer to Sales Order | Field Description | Header Details to help you in filling out the fields.
4. Enter the grid details as needed. Complete filling in the Item No, Ordered, Discount, and other fields necessary to ensure they are appropriate for the customer's order.
   
   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, Discount, and Price. Refer to Sales Order | Field Description | Grid Details to help you in filling out the fields.
   

5. Click Save button. Notice that the Order No field will be filled in with a unique and a system generated number. The Customer, Location, Bill To, Ship To, and Terms are the required details in saving a Sales Order.

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

   Here is a sample 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 a 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.