Introduction to Product Type Sales Orders
Sales orders are confirmations of sale made to a customer. For product type sales orders, the details include the items purchased, the agreed prices, customer delivery details, and terms of payment. In this guide, you’ll learn how to create a product type sales order, and how to convert them to Delivery Dockets.
Table of Contents
- Introduction to Product Type Sales Orders
- Table of Contents
- Video walkthrough on how to Create Product Type Sales Orders
- How to Create a Product Type Sales Order
Video walkthrough on how to Create Product Type Sales Orders
How to Create a Product Type Sales Order
Tip: You can generate pre-filled Sales Orders from Sales Quotations using the transaction conversions feature - see How to Create a Sales Quotation - How do I convert Sales Quotations to Sales Orders?
- Open the Sales Module and click Sales Orders
- on the Sales Orders list screen, click New Sales Order.
- Enter your Customer Account
- If required, enter a PO Reference Number.
- In the Transaction Type dropdown, choose Product
- Add a new line item, and enter your Product.
- Add a Quantity.
- Click Save.
Tip: Looking to quickly create delivery dockets? See our guide: How to create a delivery docket
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