How to Create a 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 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. Refer to Sales Order for the description of each field.
3. Select a Customer from the combo list box. Some of the fields, like Bill To, Ship To, Sales Rep, Ship Via, Terms, and Due Date, are filled in with data based on the selected Customer. You can still change the details on these field if necessary. A list of the Details tab fields are listed in Sales Order.
4. Enter a PO Number if necessary.
5. Enter in Comments field any additional information about the Sales Order.
6. 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 initially select a Location to filter the items per location.

7. Click Save button.

   You can skip saving the record if the transaction is to be posted right away since it will be saved automatically before posting.