See also

In this article

Introduction

A sales order is used to record an agreement to sell certain products on an agreed-upon date for an agreed-upon price. This document will show you how to create and process a sales order.

Prerequisites

Create Customers

Create Items

Version notes

🔄 Updated Attachment Behavior – BC25 SaaS
Attachments added to Purchase or Sales Orders now flow through to the Posted Purchase Receipt and Posted Sales Shipment documents via the nHanced Information factbox. Due to system limitations, warehouse documents do not retain attachments post-posting. To track attachments, use the Document Attachments (nHanced) list page and filter by the originating document number.

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Create a Sales Order

1. Search for Sales Orders and select the appropriate option from the list.

2. Select +New on the ribbon.
   
   

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3. Fill in all the required information for the order. Required fields will be indicated with a red asterisk.
   

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4. Scroll down to the Lines FastTab. Fill in all applicable fields. Each item must be entered on a new line. Required fields are:

   1. Type

   2. No.

   3. Description

   4. Location code

   5. Quantity

   6. Unit price excluding tax

5. After you have completed entering all information, select Release in the ribbon.

6. Select Posting on the ribbon and then select the posting option that meets your needs.

7. Select whether you want to Ship, Invoice, or Ship and Invoice, and select OK.

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