How to create a Sales Order

Overview

This guide explains how to create a sales order, including navigation, selecting customers, entering order details, assigning workflows, and adding products.

Accessing Sales Orders

To create a new sales order:

1. Use the left-hand side menu.

2. Click Sales Orders.

3. In the bottom-right corner, click New Sales Order.

You will be brought directly into the Sales Order screen.

Completing a Sales Order

Once the Sales Order screen opens, complete the following steps.

Customer Details

1. Select the Customer from the drop-down list.

2. If required, use Quick Add to create a new customer on the fly.

Order Details

You can complete key order information, including:

• Purchase Order (PO) number

• Order date

• Delivery required date

These details help ensure accurate fulfilment and scheduling.

Workflow and Assignment

If required, you can:

• Change or select a workflow

• Assign pickers or responsible users

This is particularly useful for warehouse or fulfilment processes.

Adding Products

Products can be added using:

• TechCert product selection

• An integrated barcode scanner

All selected products will appear as line items on the sales order.

Saving the Sales Order

Once all details and products have been added:

1. Review the sales order for accuracy.

2. Click Save to create the sales order.

Best Practice Tips

• Always confirm delivery dates before saving

• Assign pickers early to avoid fulfilment delays

• Double-check quantities and products before finalising

Summary

To create a sales order:

• Navigate to Sales Orders → New Sales Order

• Select or quick-add a customer

• Enter PO, order, and delivery dates

• Assign workflows and pickers if required

• Add products and save the order