Creating a Sales Order
Summary | Comprehensive
Products and services are sold to customers by creating and invoicing sales orders.
- From the Main Menu, click Create Sales Order under the Customers / Sales Orders heading.
- Click Search to display a list of your customers.
- Select a customer and click Select Customer.
- You will now see an empty sales order. Click Search to display your products.
- Click the radio button next to a product and then click Add Item. Repeat as necessary.
- Click Save Order.
See Also
Viewing a sales order,
Editing a sales order,
Invoicing a sales order,
Deleting a sales order
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