Creating a Sales Order

Summary | Comprehensive

Products and services are sold to customers by creating and invoicing sales orders.

  1. From the Main Menu, click Create Sales Order under the Customers / Sales Orders heading.
  2. Click Search to display a list of your customers.
  3. Select a customer and click Select Customer.
  4. You will now see an empty sales order. Click Search to display your products.
  5. Click the radio button next to a product and then click Add Item. Repeat as necessary.
  6. 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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