Create a Sales Order

Begin your transaction with your customer by creating a Sales Order. Look at the details below for the complete instructions.

Note: Products must be encoded in the system in order to create a Sales Order. If you have not encoded products yet, follow our instructions on How to setup a product record.

How to create a Sales Order

1. On Sales menu, select Sales Order, and click Create New button.

2. Choose between Existing Customer or New Customer. Fill in all the fields and click Save.

3. Select the products they purchased, input the quantity, and click Add.

4. Double check the details and click Submit then Proceed.

Note: You may now proceed on How to add payment record to Collection.


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