Create the sales order
- Navigate to Sales > Order > Sales Order.
- Type or search for a Customer.
Note: To add a new customer, click the + icon to create a Fast Customer. For more information, see Create a fast customer.
When a customer is selected, some of the required information is auto-filled with default information from the Customer Master, but can be overridden. Additional details may be required, or restricted based on company settings and requirements.
- Select a Ship Via.
- Add additional details as necessary.
- Click the Details section to add products to the order.
- Click into the first row under Product Number, then type a product number, description, or keyword.
- Click a Product Number link to add it to the order.
- Click into the Quant Ordered cell and type the quantity.
Note: You can tab through fields or click into them.
Note: Shippable Quantity totals appear in the Final section.
- Do any of the following to insert a new row:
- Press tab on your keyboard until a row is added.
- Right-click in the grid, then select Row > Add.
- Click Add Line Item.
- Click Save.
Note: If required information is missing, there is a warning when you click Save. Saving a sales order at any time opens the Final section.
Tips:
~ For fast entry, precede your search text with the quantity and price of the product. For example, to order 4 of product number 00123 at $9.00, type "4, 00123, 9" in the Product Number cell.
~ Use the Cart to add multiple product number. Start typing a product name or number in the Product Number cell. Type order quantities in the Cart column, then click Save Cart.
~ Right-click the Product Number cell and select Customer Order Pad to choose products from a previous order. See Create a new order from the Order Pad.
~ To change a price, specify the price and/or discount from the Net Price list. See
~ To view additional options, right-click Product Number.
~ Import orders from CSV file formatted with quantity,productnumber,price
Save, print, and send the order to your customer
Review the order and send it to the customer.
- Save the Sales Order.
- Click the Final section.
- Type Freight charges (optional).
Note: Freight amount is allowed only if the terms are Prepaid & Bill or Collect.
- Type any additional Misc. Charges (optional).
- Click Save.
- Print the Sales Order.
- On the Print Options panel, review what prints on the order.
These options may be pre-configured for the entire company or customer master.
- Click the Sales Order button.
Tip: Print the worksheet and the sales order to prevent duplicate picking. If you view or print only the worksheet, the order status is not updated to P (printed). When the sales order is viewed or printed, the status changes from O (open) to O,P so you know it was printed. If the order status does not include P someone might mistakenly reprint, which results in duplicate picking.
- On the Print Options panel, review what prints on the order.
- Send the Sales Order.
- To fax or email the order, click Send.
- Select Fax or Email.
- Review the options, then type a message to the customer in the Body area.
- Click Send.
Note: If the Auto Attach Sales Order/Quote when Sending setting is Yes in the Company Master, then after the email is sent, Inform will attach a copy of it in PDF format on the Attachments tab.
- To fax or email the order, click Send.