Creating a Sales Order
Creating a Sales Order in the System
This document explains how to create a new sales order, add a line item, and save it so it can be processed and sent to the customer.
Step 1: Open the Sales Order Module
Click the nine-dots application menu in the top corner to open the app launcher.
In the search bar, start typing “Sales Orders” and select the Sales Orders option from the results.
Step 2: Start a New Sales Order
On the Sales Orders screen, review the list of existing sales orders if needed.
Click the New button in the upper right-hand corner to create a new sales order.
Step 3: Select the Customer and Save the Header
In the Customer field, search for and select the appropriate customer (for example, “United Airlines”).
Additional header fields (billing, contracts, account terms, shipping method, etc.) can be edited if required, but are not mandatory at this stage.
Once the customer is selected, click Save to create the sales order record.
Step 4: Review Automatically Populated Header Information
After saving, note the sales order number displayed at the top of the page.
Review the header information section of the sales order, including billing, contracts, account terms, and shipping method, which are automatically populated from the customer’s profile.
Confirm that these values are correct and adjust them only if necessary.
Step 5: Add a New Line Item
In the Lines section of the sales order, click the New button to add a line item.
Choose the appropriate line type; in this example, select a standard outright sale.
Step 6: Enter Line Item Details
In the Part Number field, start typing the part number (for example, a probe) and select the correct part from the lookup results.
Enter the Quantity (e.g., 1).
Set the Condition to the appropriate value, such as Overhauled with the condition code OH.
Other line fields can be filled in as needed, but the required fields are the ones already completed.
Click Save to save the line item.
Step 7: Proceed with Quoting and Fulfillment
Once the sales order and line item are saved, the quote status is considered “in progress.”
From here, generate the necessary quote documents to send to the customer. After customer approval, your operations team will allocate inventory and complete shipment to the customer.