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 .