How To: Create a New Sales Order

Create a New Sales Order

1. Open a Sales Order screen (show me how).
2. Press Ctrl+N or click New Sales Order.
3. Use the available filters to locate the required customer.
4. Double-click the customer to create the Sales Order.

Add Stock Items

1. Press F3 or click Add Item.
2. Locate the stock item you want to add.

   Note: If your search would return more than 15,000 stock items, Khaos Control displays a warning message.

   • Clicking Yes loads all matching items, although this may take some time.
   • Clicking No keeps the previously applied filters in place.

3. Double-click the stock item to add it to the Sales Order.

   Tip: If you already know the stock codes, you can use Quick Stock Entry to add items more quickly.

4. Update the Qty field if required.

   Note: Stock items are normally added with a default quantity of 1.

5. Repeat these steps until all required items have been added to the order.

Enter Payment Details

1. Open the [ Sales Orders | Payment ] tab.
2. Enter the appropriate payment details.

   Tip: Alternative payment entry methods are also available:

   • Quick Set Payment Types
   • Enter a BACS Payment in a Sales Order

Save the Sales Order

1. Press Ctrl+S or click Save.

Result

Tips

• Use stock filters to quickly locate products when working with large catalogues.
• Review quantities, pricing and payment details before saving the order.
• Consider using Quick Stock Entry if you regularly enter orders using known stock codes.
• Record payment details before saving to ensure the order is ready for processing immediately.