How to Create a New Sales Order

Step 1: Navigate to the Home Page, search for "Customers", and open the related Customer list page.

(In the customers page, search for the customer you want to create sales order for.)

Step 2: Click New Document -> Sales Order from the header tab, and the system will auto-fill the Customer Number, Address, Payment Terms, and VAT Details from the Customer Card.

Step 3: Modify the Posting Date, Document Date, and VAT Date if necessary.

Step 4: In the Job Information section, select the Job Number and Job Task Number from the dropdown.

Step 5: The Retention % pulls through from the Customer Card but can be manually adjusted if needed to fit the order requirements.

Creating the Sales Shipment

Step 6: Navigate to the lines section of the sales order. 

Step 7: On the lines, fill in the Type as GL Account and in No. fields select the GL account you wish to create the SO against. 

The Description field will be filled in automatically. 

If you want to give a different Description you can do so in the Description field.

Step 8: In the Quantity field, type the quantity as “1”. In the Unit Price field, provide the unit price. 

Step 9: Assign the dimensions values on the Dimensions tab by clicking on the Line Function and clicking on Dimension.

If needed, adjust shipping and Billing terms in the Shipping and Billing Tab to provide different shipping address. 

Step 10: Once all lines are OK, On the Home Tab, click on Post and then Ship to create & Post Sales Shipment.

Step 11: You can view the posted Shipment by clicking on Order tab on the header and then Shipments.