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How do I take a sales order?

On Sales Order, pick the customer, site and warehouse, add the lines, and Save. The releasing Save checks the customer's credit, reserves stock where set, and makes the order available to the picking list and the item issue.

Screen
Sales and Distribution › Sales › Sales Order
Who
Order desk, sales staff
Takes effect
On the Save that releases the order
Needs first
Customer and items released in the company, prices, the sales setting

Before you start​

Steps​

  1. Open Sales Order and press New. Sales Order Type is Sales Order.
  2. Pick the Customer. Customer for Invoice, tax zone, pricing and discount groups, payment term and addresses fill in.
  3. Give the Posting Date, Required Date, Site and Warehouse, and an Order Journal if the company uses them. Create.
  4. Add the lines. Sales Item, the item, unit and quantity. Price, discounts and tax fill in; Price Origin From shows where the price came from.
    • To copy lines, use Copy From on the lines: from a quotation, an agreement or another order.
  5. Check the totals on the summary: Net Amount, Tax Amount, Amount Including Tax.
  6. Save to release. If the order exceeds the credit limit or the customer has overdue invoices, you are warned, or refused when the customer's credit action is Stop.

Check it worked​

  • The order shows Released.
  • It appears in the Open Sales Orders list, and the item issue (Item Issue To Sales Order) offers it.

If something looks wrong​

  • "Line ID: ... Pricing Profile is not Configured" - no price for the item in the order's pricing group, currency and unit.
  • "Same Customer Reference: ... already exists ..." - the reference is on another order of the customer.
  • "... This Sales Order cannot be saved." after the credit message - the customer's credit action is Stop.
  • More messages: Questions people ask.