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How to create a standard Sales Order

Gigi Nguyen avatar
Written by Gigi Nguyen
Updated this week

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

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