Create a sales order

Click Accounts receivable> Sales order.
Click Advancedto see the complete form.
Press CTRL+N to create a new sales order.
In the Create sales orderform, select a customer.
- Click Yesto copy existing customer information to the sales order.
- Click Noto create the new form without previous customer sales information.
In the Order typefield, select the type of sales order you want to create (for more information about order types, see About sales order types).
Enter or modify the remaining information in the Create sales orderform, if needed, and click OKwhen completed.
In the Sales orderline, select or type in Item number, Quantity, Unit, and Unit price.
Press CTRL+N to create additional lines for the sales order, or press the down arrow to add a new line.

Note
To change information on open orders, edit the values and terms. Changes are only valid for future transactions and updates on the order, not former updates such as deliveries and invoices.

Tip
To shift between sales order header and line, press CTRL+PAGE DOWN or CTRL+PAGE UP. To delete an order, press ALT+F9. To display inventory dimensions on the Linestab, click Inventory> Dimensions. View the status of orders, for example the remaining quantity to be delivered, in the Open sales order linesform.

Tip

To shift between sales order header and line, press CTRL+PAGE DOWN or CTRL+PAGE UP.

To delete an order, press ALT+F9.

To display inventory dimensions on the Linestab, click Inventory> Dimensions.

View the status of orders, for example the remaining quantity to be delivered, in the Open sales order linesform.

See Also