When you use the sales order option, there are a various steps in the process to complete an order.

Before creating a sales order, save time by setting up your default options. Ensuring the formats are appropriate to your business, such as choosing whether to convert quotations into invoices or sales orders.

Create a sales order

The first step is to create a sales order record:

1. Go to Sales orders then select New.
2. Enter your sale details as follows:
   

   Details tab	Enter the customer account reference, order numbers, and the products or services you're selling. To add a product, use the drop-down in the Product Code column and select the required item. To edit the details for a product line, click the Finder button in the Description column or press F3. For more information, see our sales orders and sales order quotations details tab article.
   Order tab	Enter or amend additional information about the order. For example, the delivery address, customer contact details and other useful information you want to note about the order.
   Footer tab	Enter details of any carriage charges and settlement discounts. You can also group the whole invoice, credit or order under a single global nominal code, tax code, details and department if required.
   Payment tab	If you receive a payment, for example, a deposit, you can enter payment details here.
   Despatched tab	Once you deliver or part deliver the order, view the information about the deliveries.  You can also view or print the goods despatched notes.
   Invoices tab	Once you deliver or part deliver the order, view a list of invoices that are associated with the order.

3. Additional options:
• Remove the item line you've added by pressing F8 on your keyboard
• Apply a net value discount to your invoice 
• Use the Cash sale option to update stock, update the invoice to the ledger, and allocate a sales receipt 
• Use the Profit analysis option to check the profitability of your invoice 
• Set up recurring orders using the memorise option 
4. To save the invoice, credit, sales order or quotation, click Save.

Next steps

Follow our sales order process article.

• How do I edit item lines on invoices, credits, quotations and orders?
• Create a purchase order from a sales order
• Print or email a purchase order or sales order
• Allocate stock to a sales order or quotation
• How do I part allocate stock to a sales order or quotation?
• How do I despatch stock against a sales order and create an invoice?
• Goods Despatched Notes and Goods Received Notes
• Update invoices or credits to the ledger