How to create a sales order

1. Go to Sales>Order>Sales Order.

   

   The top of the Sales Order page displays general information.

   

2. In the Customer box, search for an existing customer and then click the Record ID link to select one from the list. Press the Tab key.

   

   Note: To add a new customer, click the + sign and complete the Fast Customer Entry page. For more information, see the Create a customer from a form.
   

3. Once you choose the customer, most of the required information such as Ship To, Terms, and TaxThe tax rate the customer will be charged. Typically, this defaults from the Customer Master, but you may override it per order. To modify Tax codes, go to File>Customer>Tax. auto-complete from the customer's master file, but you may change them. Make sure you complete required information flagged with a red exclamation point.

   Note: Additional options such as Customer PO NumberThe customer's purchase order number. It prints on the final invoice copy and may be required on a per customer basis. may also be required. Other options may be restricted based on Access LevelsRestrictions imposed on features and options for security or workflow purposes. If access restrictions are imposed, a prompt indicating the required access level appears. To override the restriction, have a higher level user enter a password..

4. Specify how and when the order will ship in the Ship ViaThe primary shipping method for the customer. For example, a walk in customer should be set to Pick Up or Will Call to save time during order entry. Note: Truck deliveries for specific days can be set from the Truck Routes tab. and/or the Ship Date options.

   More info: If you want to specify additional optional details, you may click the Header tab on the left navigation bar and complete the information that appears there. This step is not required for most Sales Orders.

You can add products to the quote from the Details panel.

1. Make sure the Detail tab along the left side of the page is selected.
2. Click in the first cell of the grid, under the Product Number column, and type product number, description, or keyword.
3. A list of matching products appears. Click the product number link of the item you want to add.
4. Click in the Quant Ordered cell and type the desired quantity. You may Tab through these fields or click on them.

   

5. To add another product, insert a new row by pressing the Tab key or Add Line Item, and then repeat this procedure.

Tips-For fast entry, you may precede your search text with the quantity you want to order. For example, if you wanted to order 4 of product number 00123, you should type 4, 00123 in the Product Number cell.
-To choose products from a previous order, right click the Product Number cell and choose Customer Order Pad. See Create a new order from the Order Pad.
-To change a price, specify the price and/or discount from the Net Price list. For details, see Specify the net price.
-To see additional options, right-click any Product Number.
-You can import orders from CSV file formatted with quantity,productnumber,price

You can now review the order and send it to your customer.

1. Save the Sales Order.
   1. Click the Final tab along the left side of the page.

      

   2. (optional) To apply shipping charges, type them into the FreightDelivery fees for orders marked Prepaid & Bill or Collect. Typically, this defaults from the Customer Master, but you may override it to Prepaid based on the selected Ship Via value. box.

      You may enter Freight amounts only if the terms are Prepaid & Bill or Collect.

   3. (optional) To apply additional charges, type them into the Misc. ChargesAdditional fees applied to the order. These fees are typically non-inventory fees such as restocking, repair, or installation. Some charges may be assigned to a customer and appear on orders automatically. These charges may be used for free freight after a minimum has been reached or a small order fee when a minimum has not been reached. To modify Misc. Charges, go to File>Company>Miscellaneous Charge. box.
   4. Click Save.

      Note: Clicking Save at any point during an order will open the Final tab automatically. If any required options are missing, you will see a warning message. Provide the required information, and then try again.

2. Print the Sales Order.
   1. On the Print Options panel, located in the middle right section, review what prints on the quote. These options may be pre-configured for the entire company and therefore fixed.

      

   2. The Sales Order is intended to be used in the warehouse as a pick sheet, but make sure that you print the Sales Order itself as well. Click the Sales Order button.

      Tip: Make sure to print the sales order and not just the worksheet to prevent duplicate picking. If you print only the worksheet, then the P (printed) order status will not appear. However, when you print the order itself, the status changes from O (open) to O,P so you know it was printed. If the P status does not appear, you run the risk of someone reprinting, which results in duplicate picking.

3. Send the Sales Order.
   1. To fax or email the quote, click Send.

      

   2. Drop down the Fax/Email list and choose the action you want to take.
   3. Review the options for accuracy, and then type your message to the customer into the Body box. Click Send.

      Note: If you have the Auto Attach Sales Order/Quote when Sending set to 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.