How Do I Create a Sales Order?

The following is a checklist for creating a quote or sales order. A sales order is a "Quote" until it is committed, making it a "Sales Order." You can create a sales order for cash customers or orders on customer account. If needed, review the checklist for Setting Up Order Entry, for more information.

1. Open the Activities>Accounts Receivable>Enter Orders form.
2. On the Information tab, complete the sales order information by entering a unique order code, order date, customer ID, shipping address, requested shipping date, and shipping method.
   • Enter a unique Order Number or use the auto-increment feature.
   • Enter the Order Date or accept the default of today.
   • Select the Cash Sale check box, if the sales order is a cash sale.
   • Select the Customer ID from the drop-down list.
   • Select the Shipping Address.
   • Select the Requested Shipping Date.
   • Enter the Shipping Method.
3. On the Detail tab, enter the default values associated with the sales order.
   • On the Order Details table, enter a Charge Code and the Quantity Ordered.
   • In the Payment Information, enter a payment method.
   • For cash transactions, you must also enter the Amount Received, Cash GL Account, and the Deposit Number.
4. Once the order has been completed, click "Save" to keep the order as a quote or "Commit" to create a sales order (which automatically moves the order into sales order fulfillment, to be fulfilled).
5. You can print the Sales Order using Print or select Print All Sales Orders .