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. Click Sales Order on New menu.
    2. Click Add Sales Order on the Opportunity Detail view in the Task Pane, in the Opportunity Tasks section or on the Sales Orders tab. Click Insert Sales Order. The opportunity's primary contact (if any), 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.