How to Create a Sales Order

How to Create a Sales Order


This article will cover the basics of creating sales orders. 


  1. Click Sales.
  2. Click Create Order.
  1. You will be redirected to the Select Customer screen. See image:




  1. Search the Customer Name, and Click their name.
  1. You will be redirected to the edit sales order screen. See image below:



  1. Under Product Name, Search for the product(s) being ordered.
  2. In the QTY field, enter the Quantity of the product being ordered.
  3. If you need to add additional products, Click the blue plus button to add more lines to your sales order.
  4. Click Update.
  5. Click the arrow next to update, and Select Preview and Pay.
  1. This will redirect you to the section of your sales order to handle everything from adding payment, to picking, to communicating with your customer. See image below:








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