Get started with sales orders
Open Menu, and then select Sales > Sales orders. On the Sales orders page, you can create an order, search and filter orders, personalize list columns, save list views, and use row actions allowed by each order’s status.
A sales order can be saved as a draft or submitted. Submitting the order makes it available to downstream fulfillment and invoicing processes. The form lets you select or create a customer and contact in context, add products and services, apply discounts, review tax, and supply shipping and billing information.