09. How to Create a New Sales Order

The Sales Order allows you to keep track of services to be rendered and products to be shipped to your customers. In fact, in order for you to ship a product -- either inventoried or non-inventoried -- using VersAccounts' Shipping module, you must first enter it as an item on a Sales Order.

Create a Sales Order

From the top menu, click on Orders, New Sales Order.

A Sales Order is comprised of two main sections: 1) The Header and 2) the Line Items.

The Header of the Sales Order contains information pertaining to all of the line items. This information includes:

• Customer contact / invoicing address
• Customer ship-to address (if different from the contact / invoicing address
• Payment Terms
• Payment Currency & Exchange Rate
• Internal Reference Number
• Customer's Purchase Order Number
• Sales Order Date

Each line item of a sales order includes the following information:

• Line Item Number
• Product Name and Description
• Quantity | Unit-of-Measure
• Price per Unit-of-Measure
• Applicable Taxes
• Line Item Description (optional)
• Line Item Comments (optional)
• Expected Delivery Date 

See a video walkthrough of a sales order.