Create a standalone sales order

Use Menu > Sales > Sales orders to create an order when you want to select or create the customer on the new form. Add the ordered products or services and review pricing, tax, fulfillment, shipping, billing, and internal details. Submitting the form creates a uniquely numbered sales order, while Save as draft keeps it available for later completion.

Before you begin

Create the products or services to order. If the customer or contact does not exist, you can create it from the corresponding field on the order.

To create a standalone sales order

1. Open Menu, and then select Sales > Sales orders.
2. Select Create sales order.
3. On New sales order, review Order date, select the customer and contact, and enter Terms, Memo, and other applicable order information. Use Create new customer or Create new contact when required.
4. In Items, search for and add each product or service. Enter a rate when the item has no supplied price, and edit the quantity or discount when applicable.
5. In Pricing and tax, review the discount, tax, and total information.
6. In Fulfillment and shipping, review or enter the fulfillment location, addresses, shipping option, shipping method, and shipping cost when the order contains an item that must be fulfilled. An order that contains only nonfulfillable items does not require a shipping address.
7. In Billing and payments, review the billing address and other available billing and payment information.
8. In Internal details, review or enter Sales channel, Order priority, Posting period, and Margin when applicable.
9. In Attachments, add files when applicable.
10. Select Submit to start order processing, or Save as draft to finish the order later.

QuickStart creates the sales order with a unique SO number.