Add a New Sales Order

Adding a New Sales Order

1. Hover over the "Sales" option in the side navigation bar. Click on "Sales Order" from the dropdown menu. Alternatively, click on "Sales," and then select "Sales Order" tab.
   
   
   
   
   
2. You will be directed to the Sales Order List page. Click on "New Sales Order " button. A form will appear. 
   
   
   
   
3. Choose the customer from the dropdown list for whom you want to create the Sales Order . You can also create a new customer on the go by clicking the "Add Customer" button in the dropdown list. 
   
   
   
   
   
4. Fill in the remaining fields in the form once you have selected the customer. 
   
   
   
5. Click on the "Item" dropdown and select the item(s) from the list for which you want to create the Sales Order . You can also create a new item by clicking the "Add Stock Item" button in the dropdown list. After selecting the item(s), fill in the respective fields such as quantity, rate/item, and tax. 

   
   
   

   

   
   

   
   
   
   
   
6. You have several saving options:

   Save the Sales Order , Save the Sales Order and open a new Sales Order form, Save and send the Sales Order , Save the Sales Order as a draft. You can also add attachments to the Sales Order.

   
   

   
   
   By following these steps, you can efficiently create a new Sales Order in your software, ensuring accuracy and completeness.