Adding a Sales Order

Use this view to add a sales order, including the billing address, shipping address or product information and other sales order information.

To add:

  1. Perform one of the following:
    1. On New menu, click Sales Order.
    2. On the Opportunity Detail view, in the Task Pane, in the Opportunity Tasks section, click Add Sales Order or on the Sales Orders tab. Click (Insert Sales Order). The opportunity's account, products and other information are automatically copied to the new sales order.
  2. Select Sales Order.
  3. Add sales order information.
    Note: You must associate an account with the sales order.
  4. Click (Save).
Parent topic: What Are Sales Orders?