Step 1: Create a new Sales Order
In the Sales module drop-down list, choose Sales Orders and click on 'Sales Order Actions.'
Choose the action you want to do.
To create standard Sales Orders, choose 'Create Sales Order'
To create Retail Sales Orders, choose 'Quick Create Sales Order'
Step 2: Enter the order details
You can manually set the estimated delivery date based on your preference.
This can be a specific date or a general time frame (e.g., 15 days, 30 days).
Sales Order Kind can be your custom preset or RETAIL.
Credit Terms can be: Net 7, Net 30, or Prepay.
Currency can be set depending on your customer's preference, along with the exchange rate to your default currency.
Payment Methods are so varied: check, credit, cash, etc.
Shipment Method: DHL, FedEx, UPS, etc.
Shipment Terms according to your business terms and conditions.
Sales Rep, you can assign a suitable person for this Sales Order.
You can set a special Price List for this customer for your purposes.
Simply choose beforehand the Outgoing Location for later ease.
To charge a shipping fee, or FOB/CIF if you are exporting goods, you can set it in the Additional Charge.
Step 3: Add the items to the Sales Order
You can use saved item templates to quickly add multiple items to your sales or purchase order, saving time during order creation.
Step 4: Check again and remember to click Save