Creating a sales order
Sales orders can be created in two ways:
Converting a Sales Quotation to a Sales Order
If a sales quotation has been marked as 'Approved', users can select 'Create Sales Order' from the quote's 'Actions' drop-down.
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A window will open and users will be able to enter the new sales order details.
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Once all fields have been completed, select 'Create Sales Order'. Users will be brought to the sales order's 'Overview' page.
Creating a Sales Order from the Sales Order index
Users can create a sales order by selecting the 'New Sales Order' link in the Sales Order index page.
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The list is located at Sales > Sales Orders. A modal will open and users will be able to enter the new sales order details.
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Once all fields have been completed, select 'Create Sales Order'. This will create the sales order and users will be brought to a screen where order-specific details can be entered.
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Selecting 'Save' will save the new sales order.