Follow the steps below to record sales orders.

1. Go to Sales.

There will be a subcategory under sales and click Sales Orders.

2. Click +New to create a transaction.

3. Select Customer, you can choose to create a new customer or choose an existing customer.

4. Key in Billing Party information. *(Optional)

Note: The billing party information will be auto-filled if you have set the default

billing address in the Contacts module.

5. Add in a Title. *(Optional)

6. Tick Show Shipping Info to include shipping information in Sales Orders.

7. Key in own Sales Order No. or the system will autogenerate it.

Notes: Turn on Custom Numbering in the Company Settings > Number Formats to

override the auto-numbering.

8. Key in a References No. if any. *(Optional)

9. Select a Transaction Date.

Note: The default date is the Current Day.

10. Select Currency.

Note: The default currency is Malaysian Ringgit (MYR).

11. Add a Tag for your transaction if any. *(Optional)

12. Scroll down and Click +Item to record the transaction.

OR

You can transfer items from Quotations.

13. Select the existing Product.

You can create a new product by clicking +Add Product.

14. Select an appropriate Account.

You can create a new account by clicking +Add Account.

15. Update the Quantity, UOM, and review the Unit Price. The Amount column will be auto-calculated by the system based on the Quantity and Unit Price.

16. Add in Discount if any. *(% or RM)

17. Select Tax if any. *(Optional)

18. The Sub Total, Discount Given, Tax, and the Total will be auto-calculated and displayed by the system.

19. Key in notes under Remarks for your customer. *(Optional)

20. Write a Description. *(Optional)

Note: The transaction description will be appearing on the Reports.

21. Attach Files to the transaction, either select the existing files or upload a new file.

22. Once the file is uploaded, tick Shared if the file needs to be shared with the contact.

23. Tick Send Email to send the document immediately upon saving.

24. Click Save to save the transaction in the system. You can save this transaction as Draft or Ready.

25. After clicking Save, type an email address to share this transaction with others.

26. Add in a Subject for the Email.

27. Type a Personal Message for the Email.

28. Click Save & Send and you're done.
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