Enable to create sales order.
- Fill in the ‘Ship To’, ‘Order Details’ and ‘Add New Items’ fields either by selecting data from the dropdown list or by free-typing.
- Note: there are required fields which the system will prompt should you miss any of them.
- Multiple delivery addresses option is to select ‘Delivery Contact’ dropdown list. The chosen delivery contact will automatically load its corresponding delivery address.
- The same principle applies at ‘Billing Contact’ field.
- Values at ‘Currency’ and Price List’ fields can be set as default via Admin→ Companies→ Ship To→ Default tab. This way you don’t need to enter same values every time you create a sales order for the same customer. Though there are default values, amendment is still allowed as long as sales order status is ‘create’.
- To add products in the sales order, click the dropdown list to select or type in a couple of letters and system will auto-list the possible options for selection, then click the button. Click Save to save your details or Cancel button to discard the entire sales order.
