Work with sales orders

1. Go to the Sales orders (SO301000) window.
2. In the Order type field, select the order type you want to create.
   
   The order number is created by the system, and the status is also set automatically.
3. If you do not want to process the document any further, select the Hold check box. For sales orders, hold is the default setting.
   
   To change the default setting of Hold for an order type, go to the Ordertyp (SO201000) window, and select the order type you want to define new settings for. Hold orders on entry is the first check box in the Order settings list.
   
4. Fill in the required fields:
   • Date: The date of the order.
   • Requested on: The date from the customer document or the date the customer requested the goods.
   • Customer: Select the customer that has ordered the goods or services.
     If the order type is Transfer, this field is unavailable and displays your company ID instead.
   • Location: The customer location from which the goods or services have been ordered.
     If this is a transfer, use this box to select the location that relates to the transfer.
5. Fill in any other fields that are relevant for your order type, for example the currency and a description.

6. On the Document details tab, click to add order lines.

   When you are adding order lines, you can easily see the availability of the item you are adding in the status bar at the bottom of the window.
7. In the Item ID column, select the item that the customer wants to purchase and enter the quantity and unit price. If you know the item ID; you can enter it directly.
8. You can now customise your order lines. You can for example enter information about discounts and shipment thresholds in the corresponding columns.
   
   You can also make changes on the other tabs in this window, for example, to the financial, payment, and delivery settings.
   
   Be aware that you can change the account on the sales order line manually, but when you save, the account will be reset to the default account. The default account is fetched from the general ledger accounts that are set for the inventory or the customer. If you want to change the account associated with sales orders, go to the inventory or the customer.
   
9. When you have added the order lines, click .
   The order document is saved and receives an order number.
   
   Use the choices available on the Actions button to cancel the order, copy to another order or recalculate prices and discounts. Other choices become available, depending on the order type you are creating.

1. Go to the Sales orders (SO301000) window.
2. Fill in your sales order details and save it.
3. To print the sales order, click Reports and select Print sales order/quote. The Sales orders (SO301000) window opens and displays the sales order.
4. Click Send. The view changes to show three action buttons: Print, Send, and Export.
5. Click Print to print your invoice or click Send to send it by email.
   
   You can also choose Export to export your sales order to create an Excel or a PDF file.

1. Go to the Sales order preferences window.
2. On the General settings tab, select the Show gross margin/profit check box.
3. Click .
   
   When you go back to the Sales orders (SO301000) window, you will now see that an area with information on the margin and cost totals has been added in the top part of the window, and these fields will be updated according to information you enter or change on the lines.
   
   The Total profit shows the gross margin profit. The Margin total includes the cost from the lines plus the freight costs. You cannot calculate the profit/loss manually.

The Sales orders (SO301000) window has several tabs where you can view settings that are important to the order type and order lines you are creating. You can also change some of the information. On the Financial settings tab, you can for example change the payment terms for the customer, and on the Delivery settings tab, you can control the delivery information for each delivery.

For a detailed overview of the fields and tab elements, go to the Sales orders (SO301000) window.