As a seller, you can start a Sales Order for selected products from Catalog. Choose the customer in the Create Sales Order form, then review the order before sending it.
Let's get started by heading to your main catalog page:
- In Catalog, select the checkboxes for the products you want to include.
- In the selected-products action bar, choose Sell, then Sales Order.
- The Create Sales Order drawer opens for the selected products.
- Complete the required Customer, Freight Terms, and Copies fields; Copies shows 1 by default. For a linked-company customer, also choose the required Category when it appears. A category may already be selected when you enter from a customer category. Review the selected-product table, which includes Supplier, FOB Point, and Origin. When required fields are complete, choose Create.
- A green notification will confirm that you have successfully created this order. Select the link in the notification to be redirected to the order itself.
- Here in the orders page, you can fill out any additional information such as QTY, cost & price. At the top, you can select "Edit" and fill out delivery dates and input special instructions if needed.
- Once complete, Select "Send" at the top of the page. If your screen size is reduced, you can find "Send" under the button at the top.
- Before sending, confirm the selected customer and the intended recipient can access the order through your company's configured connection.
- Write a quick email message and select "Send". Another green notification will appear that you have sent out your sales order with success.
To learn how to send an order to your supplier, select the article below:
How to send an Order to your Supplier