Create a Sales Order

A sales order commits a customer's order before you ship or bill it — useful whenever there's a gap between "they ordered it" and "it shipped and was paid for."

Create the order

1. Go to Sales → Sales orders → Create.
2. Select the customer and a default warehouse.
3. Enter the order date and, if useful, a promised delivery date, then add line items.
4. Fill in header fields as needed: currency and exchange rate, payment terms, credit days, contact, a customer PO reference, a ship-to override, and remarks.
5. Per line: item, quantity, unit price (may auto-resolve from the pricing engine), discount %, line charge, tax group, warehouse, and an optional preferred batch or serials.
6. Use barcode scan or CSV import for bulk line entry.
7. Save as draft, check Submit for approval on save, or Save & Confirm to reserve stock immediately.

Planning hints

Each line can show hints for stock availability, open SO quantity for that item, and lead time versus your promised delivery date. A credit alert appears at the top of the order when the customer has a limit or overdue exposure worth flagging.

Next step

Confirm or approve a sales order

Reserve stock and move the order forward.