Process of Creating a Sales Order That Is Not Based on a Quote

Creating an order that's not based on a quote lets you verify the quote to check for any errors. If you're creating a complicated order that might have errors, then you must do it by creating quote, verifying the quote, and then converting the quote to an order.

Note: If you've already created a quote, then create the order by converting that quote to an order, rather than by using the procedures in this topic. The order automatically includes all the details from the quote, so you don't have to reenter them. For more information, see Converting a Quote to an Order.

For more information, see Process of Creating a Quote.

To create an order that's not based on a quote, perform the following tasks:

1. Starting an Order. You can create a new order record from many screens.
2. Performing Common Tasks for Creating Quotes and Sales Orders. Because the remaining tasks for entering information about the order are the same whether you're creating a quote or an order, they're covered in Common Tasks for Creating Quotes and Sales Orders.
3. Submitting an Order. When the customer is ready to place the order, the end user submits the order. For more information, see Submitting an Order.