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. Select the name of the Customer. Click Save. Other details are automatically displayed if you fill out all its details in the MAINTENANCE tab. Otherwise, input the information manually.
3. Choose the item ordered by the customer, including the quantity. The price will be automatically computed. Click Add to add more sales order.
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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