How to Create a Sales Order - Product Type

How to Create a Sales Order - Product Type

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

Video walkthrough on how to Create Product Type Sales Orders

How to Create a Product Type Sales Order

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Tip: You can generate pre-filled Sales Orders from Sales Quotations using the transaction conversions feature - see
  1. Open the Sales Module and click Sales Orders
  2. on the Sales Orders list screen, click New Sales Order.
  3. Enter your Customer Account
  4. If required, enter a PO Reference Number.
  5. In the Transaction Type dropdown, choose Product
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  7. Add a new line item, and enter your Product.
  8. Add a Quantity.
  9. Click Save.
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Tip: Looking to quickly create delivery dockets? See our guide: How to create a delivery docket
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