Step 1

• If Quotation already created then go back to Quotation and click “Confirm Sale”.

1. You can print your “Sales Order” now.

• If it is a new Sales Order (without Quotation) – similar step as Create new quotation :

1. Select "Sales" on menu.

2. Then continue click "Sales Orders" on submenu.

3. Click   to start create Sales orders

Step 2

1. Select "Customer" from the customer list   for sales order.

Step 3

1. Select . Add item = Add product.

2. If you need to add more product, just click on .

Step 4

1. Product Added with "Product", "Quantity", "Taxes".

2. If customer want to delete the product that have been added, click the tiny rubbish bin  .

3. After finished adding products, kindly select "Other Information".

Step 5

1. Under Other Information Tab: This is Pre-Defined but allow user to select setting suit you.

2. Shipping Policy ("Deliver each product when available", "Deliver all products at once").

Step 6

1. This is Create Invoice options:

   • On Demand – DO is automatically created and you allow to select Create Invoices.

   • On Delivery Order (Default) – It only allow based on DO Transfer then Create Invoices.

   • Before Delivery – Draft Invoice created and Skip DO (*Do not select this if stock control is used)  .

2. Other fields are Optional:

   • Salesperson

   • Fiscal Position

   • etc

3. When everything is complete, kindly return back to  "Order Lines" and click "Update"   and most importantly is to select 

Step 7

1. After "Save" and "Confirm Sale". You can print your Sales Order now.