Create a Sales Order

1. Click on “Sales” from the main menu.
2. Select “Create Sales Order”.
3. Select a client from the clients list or add a new client by clicking the “New” button.
4. Click on the currency icon next to the ‘New’ button to control the sales order currency.
5. Enter the sales order details:
   • General Information
     • Sales Order Number: A unique automatic number for each sales order, automatically generated by the system.
     • Date: The date the sales order is sent, the current date is set by default.
     • Sales Person: This field is used to assign sales orders to a specific salesperson.

• Sales Order Items
  • Item: Select the product you want to send a sales order for, and ensure the product is available among the products registered in your stores.
    • For more details, refer to the guide “Adding a Product/Service”
  • Description: Add a detailed description of the product.
  • Quantity: Specify the quantity you want to sell.
  • Tax: Click on the arrow in the “Tax” field in the invoice table.
    • Select the required tax from the dropdown menu.
    • Or click on “Tax Settings” to modify the tax list in the account.
      • For more details, refer to the guide “Adding Taxes”.
  • Click on the “Add” button if you want to add more than one product in the same sales order.
  • Discount: Enter the value or the percentage of the discount to be applied on the total of the sales order, and you can choose the applied discount type from the arrow next to the discount field.
  • Shipping: Select the warehouse to which you want to send the items, and add the required shipping fees.
    • Note: Warehouses options won’t show if you didn’t add any warehouses apart from the default warehouse.
    • For more info about how to add a warehouse, refer to the guide “Adding a New Warehouse“.
  • Attach Documents: in case you want to attach a file or a clarifying image.
  • Notes/ Terms: Add any required notes.

6. Click “Save“.