How To: Create a New Sales Order

  1. Open a Sales Order screen (show me how).
  2. Press Ctrl+N or click the New item icon is the button bar's NEW button to create a new Sales Order.
  3. Use the filters to locate the required customer.
  4. Press F3 or click the NEW ITEM button has an icon that shows two sheets of paper (identified by having the top right corner folded down), arranged diagonally on the icon from top left to bottom right to add a new item.
    1. Use the filters to locate the stock item if required.
      Note: if you try to load more than 15,000 stock items a warning message will be displayed, click Yes to load all the items bearing in mind this may take time, or No will leave the user at previously defined filter options.
    2. Double click on the stock item.
      Note: if you know the stock codes then you can use Quick Stock Entry.
    3. Amend the Qty as required.
      Note: Products are usually added to the Sales Order with a quantity of 1.
  5. Repeat until all items have been added to the order.
  6. Click on the [ Sales Orders | Payment ] tab and enter the payment details.
    Note: other options for creating payments include: quick set payments and BACS payments.
  7. Press Ctrl+S or click the disk icon is the button bar's SAVE button to save the Sales Order

Catalogue Stock Entry

See How To: Use Catalogue Prices on Sales Orders

See Also

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