Create a sales order

Create the sales order

1. Navigate to Sales > Order > Sales Order.
2. 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.

3. Select a Ship Via.
4. Add additional details as necessary.
5. Click the Details section to add products to the order.
   1. Click into the first row under Product Number, then type a product number, description, or keyword.
   2. Click a Product Number link to add it to the order.
   3. 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.

   4. 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.
6. 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.

1. Save the Sales Order.
2. Click the Final section.

   

3. Type Freight charges (optional).

   Note: Freight amount is allowed only if the terms are Prepaid & Bill or Collect.

4. Type any additional Misc. Charges (optional).
5. Click Save.
6. Print the Sales Order.
   1. On the Print Options panel, review what prints on the order.

      These options may be pre-configured for the entire company or customer master.

      

   2. 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.  

7. Send the Sales Order.
   1. To fax or email the order, click Send.

      

   2. Select Fax or Email.
   3. Review the options, then type a message to the customer in the Body area.
   4. 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.