Creating a Sales Order

Sales orders allow you to document and manage customer purchases. This guide explains how to create a new sales order in the ERP ERP Sales Module.

1. Log in to your ERP ERP account and navigate to the Sales Module.
2. Click on 'Sales Orders' in the sidebar, then select 'Create New Order.'
3. Select the customer from the drop-down list or add a new customer.
4. Add the products or services being sold by selecting them from the catalog.
5. Enter the quantities and any applicable discounts for each item.
6. Review the order summary to ensure all details are correct.
7. Click 'Save' to create the order or 'Send' to email it directly to the customer.
8. Track the status of the sales order (e.g., Pending, Approved, Shipped).

• Log in to your ERP ERP account and navigate to the Sales Module.
• Click on 'Sales Orders' in the sidebar, then select 'Create New Order.'
• Select the customer from the drop-down list or add a new customer.
• Add the products or services being sold by selecting them from the catalog.
• Enter the quantities and any applicable discounts for each item.
• Review the order summary to ensure all details are correct.
• Click 'Save' to create the order or 'Send' to email it directly to the customer.
• Track the status of the sales order (e.g., Pending, Approved, Shipped).