How do I create a Sales Order from the Customer List Window?
Creating Sales Orders from the Customer List Window
If you are looking for a way to create Sales orders for a particular Customer without having to go to the Sales Order Screen, please follow the steps below.
1. Open the Customers List Window.
2. Select the Customer you need to create a Sales Order for.
3. Click 'Create' under the Customers name and select 'Sales Order'
4. Complete your Sales Order.