Create a New Sales Order

Create a New Sales Order

Overview  

The following video explains how to create a new sales order. There are some basic instructions below the video with the steps to create a sales order. 



Steps 

  1. Click   New Sales Order  in the blue button drop down.
  2. Search for the customer that the sales order is for or  create a new customer if necessary.
  3. Select the customer you wish to raise this sales order for and click   Create Sales Order  .
  4. In the sales order screen click the   + New  button in the Order Items grid.
  5. Search for and green select the stock items you wish to add to the sales order.
  6. Click the  Add To Order  button.
  7. Fill in the quantities of each item on the order.
  8. On the additional tab of the sales order select the courier service this order will use and set the options fields as required.
  9. Go to the payment tab and if no payment type listed click the  + New  button and select the payment type to be used.
  10. If paying by card use the  Manual Auth Code  or  Authorize with Sagepay  button.
  11. Click   Save Sales Order . 

    • Related Articles

    • Create a new Quotation

      Overview The following video explains how you create a new quotation. There are step-by-step instructions below the video. Steps Select New Sales Order from the blue button at the screen. Use the filters to find and select the customer you wish to ...

    • Create an Order from within a Company Record

      Overview This video explains how you can create a new sales order from a customer record or a new purchase order from a supplier record. A step by step guide can be found below the video. Steps Open the Company Record (customer or supplier). Use the ...

    • Create a Return from a Sales Order

      Overview This video shows you how to create a new customer return from a sales order. Other videos show you how to process your return. A step by step guide can be found below the video. Steps Go to the original Sales order. Select the item(s) that ...

    • Create a Comm Log Entry in a Sales Order

      Overview It is possible to add a communication log entry from a sales order. This will then appear in the customer's Comm Log. This is useful if the customer has a query or if they want you to know something, for example changes to their ...

    • Sales Order Data Import Mapping

      Information This page contains the field mapping requirements for importing existing sales orders into Khaos Control Cloud (KCC). MANDATORY FIELDS Mandatory fields vary depending on the complexity of the data you are intending to import. Notes A ...