Creating Sales Order - Option 2
Select Orders >> Sales Order >> New Sales Order.
Selecting Customer
Select the customer account code by either typing it in or scrolling through the list. OK to continue. You can also search by name rather than code by ticking the By Name box.
Create Sales Order
Confirm the customer details are correct, then go to the Order page. Some customers may give you an order number and/or reference number. If so, add it in first.
You can add/remove items and adjust quantities from the Order tab. Add all products and quantities required
(Press Enter after typing a product name and quantity to add the product to the order ). Inactive items are
highlighted in RED. Change the Freight option and add any notes on the Notes page if necessary and then Save/Print
to process the quote and print or email it.
If you need to increase the Qty Ordered, increase the value and then select Check Stock to update the order and to
confirm stock level.
Confirm and / or edit
If a customer has more than one order throughout the day, a notification window will appear. This is so duplicate orders don’t happen. ie. If the order is emailed and 2 sales staff enter it at the same time and process it.
Confirm the customer details are correct, then go to the Order tab. Some customers may give you an order number and / or reference number. If so, add it in first.
You can add/remove products and adjust quantities from the Order tab. Add all products and quantities required
(Press Enter after typing each product name and quantity to add the product to the order ). Change the Freight
option and add any notes on the Notes page if necessary and then Save/Print to process the quote and print or
email it.
If you need to increase the Qty Ordered, increase the value and then select Check Stock to update the order and to
confirm stock level.
You have the option to print labels to the default zebra printer, which will give you labels for each line item.
