This article provides information about how to create a new sales order and fill in some basic details.

TABLE OF CONTENTS

• Overview
• Procedure
• Result
• Reference Video

Overview

The Sales screen in allows an authorized user to create a new sales order, import sales order, export sales orders, etc. This article explains how to create a new sales order and and fill in some basic details.

Procedure

1. Click Sales in the menu bar.
   It opens the Sales screen showing the list of sales orders.
   
2. Click the Sales button located at top-right of the screen.
   It opens the Add New Sales Order dialog box.
   
3. In the Sales tab, enter a value in the Order Number field.
   This is a mandatory field.
   Note: The New option remains selected by default.
4. Click the Save button.
   The new order is saved and opened in editable mode.
   The sale order form contains multiple tabs to capture sales Details, Product details, Terms & Conditions, External Docs, and Costing details.
5. Click the Save button after filling in the required information.
   A success message is displayed. 
6. Click the Exit button to close the form.
   It redirects to the Sales screen and displays the newly created sales order in the list.

Result

The newly saved sales order is shown in the Sales screen from where it can be edited, printed, copied, and deleted.

Reference Video