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Creating a Sales Order from Customer’s profile

How to

  1. Go to the customer profile on:  

     Modules > Sales > Customers

  1. Select the Customer (the code displayed in blue as a clickable link
  2. Navigate to the SKUs Tab
  3. Choose the SKUs to be included in the Sales Order by clicking on the checkboxes next to each SKU.
  4. Click on the ‘Create Sales Order button’ ( dollar icon ) 


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  1. Confirm the intent to create a new Sales Order

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  1. Complete the draft of the Sales Order and make the necessary adjustments
  2. Save/approve or cancel the Sales Order