Publication Date: 8/17/2026 Share Print

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Book Index

Creating Sales Orders

Creating a Sales Order allows the user to create and update an S/O. Within this, the Customer is specified, along with the P/Ns that will be sold.

The following is the basic life cycle of a Sales Order, from the creation of the order as a whole to the specification of the P/N being sold:

Sales Order Process Swim Lane 2

Once a Sales Order goes through this basic life cycle, the user is ready to move on to Issuing and Invoicing Sales Orders.

In This Section

Are there any Customer specifications?

Review the S/O Detail, Accounting and Sell Tabs

Review the History and P/N Detail Buttons

Sales Order Ready to be Issued

See Also

Sales Order Process Topics

Sales Order and Sales Order Return Setup and Configuration

Issuing and Invoicing Sales Orders

Sales Order Return

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