Introduction

Under “Sales order” new sales orders can be created. In doing so all general information fields are to be filled in. The required line items are to be added under “Detail lines”. File attachments can be added, using the "File attachments" box. Under "Sales order messages", messages can be left for the sales order authorizing party. The sales order can then be saved as a draft, submitted directly as a sales order quote or a sales order, or processed as an invoice, using the according buttons in the upper right corner.

Instruction video

EPO - Sales order.mp4

Field descriptions

Under “Sales order” the following information is to be filled in:

1. Customer
2. Default warehouse
3. Exchange rate
4. Workflow
5. Sales representative
6. Order date
7. Delivery note
8. Invoice date
9. External order number

New detail lines can be added, using the + button (10). Documents can be uploaded to the order in the “File attachments” section (11) and messages can be left for the following authorizing parties under “Sales order messages” (12). The sales order can be saved as draft, using the SAVE button (13), and/or submitted directly as a sales order quote (14) or as a sales order (15).

• When adding a new detail line, the following information is to be provided:

1. 1. 1. 1. GL/Stock: A section between GL and stock accounts is to be made.
         2. Account
         3. Line description
         4. Quantity
         5. Price (per item)
         6. Tax type
         7. Discount rate  

The line can then be added to the sales order, using the Create button (8).