How To: Create a New Sales Order

Sales Orders associated pages Sales Order Overview Sales Orders "How Tos"

1. Open a Sales Order screen.
2. Press Ctrl+N or click to create a new Sales Order.
3. Use the filters to locate the required customer.
4. Press F3 or click   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    to save the Sales Order

Catalogue Stock Entry

See How To: Use Catalogue Prices on Sales Orders

See Also

Visit KhaosWikiX at https://support.khaoscontrol.com/wiki_kcx/ to see the following:

• Sales Order Overview
• How To: Sales Orders