DESKTOP EDITION CLOUD EDITION SERVER EDITION THEMES GUIDES FORUM
Guides

Create sales orders

A sales order records an order from a customer, usually for internal purposes. Strictly speaking, it is not an accounting transaction and has no financial or inventory impact. It does not involve actual provision of services, movement of inventory, or payment of money. In fact, it is not really necessary at all, but can be used for a variety of purposes:

Enable Sales Orders tab and define customer

Before creating a sales order, enable the Sales Orders tab. Below the left navigation pane, click Customize, check the box for Sales Orders, and click Update:

Next, be sure the customer for whom the sales order is being entered has been defined in the Customers tab. Manager allows sales orders to be created in four different ways:

Standard method

In the Sales Orders tab, select New Sales Order:

Complete the sales order form. A Customer must be selected from the dropdown list. Line items can be entered semi-automatically by selecting inventory or non-inventory items in the Item field. Or they can be entered manually. Enter a Delivery Address if different from the customer’s billing address. Special Delivery instructions can be included:

Click Create when finished:

By cloning

Repeat sales orders can be entered by cloning previous ones. While viewing a similar sales order, click Clone. The new sales order need not be identical to the previous one. Anything can be edited or added:

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From sales quotes

If a sales quote was previously given to a customer, a sales order can be generated directly from the sales quote. While viewing the quote, select New Sales Order in the Copy to dropdown box and edit as required:

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From sales invoices

When a customer enters an order for goods or services that have previously been sold to that customer, a sales order can by copied from the earlier sales invoice:

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