Create a sales order from the customer page

Use Menu > Sales > Customers to create an order with the selected customer supplied on the new sales order 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 customer and the products or services to order. A missing contact can be created in context on the order.

To create a sales order from the customer page

1. Open Menu, and then select Sales > Customers.
2. Select the customer to open the customer page.
3. Select More actions > Create sales order.
4. On New sales order, review the supplied customer and Order date, and enter the contact, Terms, Memo, and other applicable order information.
5. In Items, search for and add each product or service. Review the quantity, rate, and discount.
6. In Pricing and tax, review the discount, tax, and total information.
7. 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.
8. In Billing and payments, review the billing address and other available billing and payment information.
9. In Internal details, review or enter Sales channel, Order priority, Posting period, and Margin when applicable.
10. In Attachments, add files when applicable.
11. Select Submit or Save as draft.

QuickStart creates the sales order with a unique SO number.