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 a sales order:

Click Sales Order from the New menu.

Note: To add a sales order, you can also 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 primary contact (if any), account, products and other information are automatically copied to the new sales order.
Select Sales Order.
Add Sales Order information. See Sales Order information fields

Note: You must associate an account with the sales order.
Click Save.