Adding a new Sales Order

Use the Add New Sales Order window to add a new sales order.

Note: If Sales Order window is accessed from the Account details page, the selected account name is defaulted in the Account field.

To add a sales order:

  1. Select Sales Order on the navigation bar. The Sales Order list screen is displayed. Click Add.
    Note: You can also select Account on the navigation bar. Click the name of the Account. Select Related tab, then select Sales Order. The Sales Order list page is displayed. Click Add.
  2. Specify this information:
    Account
    The account associated with the sales order.
    Order Type
    The type of order.
    Purchase Order
    The purchase order number of the customer.
    Warehouse
    The warehouse that is associated with the sales order.
    Note: 
    • For the Standard Van Sale order type the Warehouse value specified on the user maintenance page is defaulted.
    • For the non-Standard Van Sale order type, the Warehouse value specified on the Account Accounting screen is defaulted.
    Order Date
    The date on which the customer placed the sales order.
    Due Date
    The date by which the sales order must be delivered.
    Requested By
    The contact who requests for the sales order.
    Note: You can select a value from the list or click Look up to find a contact.
    Status
    The status of the sales order.
    Opportunity
    The opportunity linked to the sales order.
    Account Manager
    The person or team that manages the account and this sales order. The value is defaulted based on the specified Account.
    Currency Code
    The currency code for the sales order.
    Exchange Rate
    The exchange rate for the selected currency.
    Comments
    The additional notes on the sales order.
  3. Click Next to open the Product Lookup window.
Related topics