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.