The New/Edit Sales Order dialog is where you fill in the details for an order. To open this dialog, click the Sales menu and select New Sales Order, or click the Create new Sales Order link in the explorer bar on the Sales tab

Quote Number

If you want to use a previous quote to create the sales order, choose the quote from the pull down list. For a new sales order, leave the pull down display blank.


Choose the Customer from the pull down list, or enter a new customer. Adding new customer here will create a new record for the customer on Customer List so you can quickly access every time you create quotes, orders and invoices.


Select the order date.


The payment terms are used to calculate the payment due date.


Enter the salesperson for this order, or choose one from the pull-down list.

Save changes to this customer (if available)

Tick this if you want the selected customers address to be the introduced "Bill To" address.

Bill To

Enter the address the order should be sent to.

Ship To

Enter the address the products should be sent to. Leave this blank if this is not required.

Customer PO No.

The customer purchase order number is printed on the order and on the statements for customer reference. Leave this blank if not required.


Select the special sales tax exempt option if this is a customer who is sales-tax exempt (a foreign customer, for example).

Ship By

Select the shipping method from the drop-menu, or enter a new shipping method. The Ship By detail will be printed on the order for customer reference. Leave this blank if not required.

Tracking Ref No.

The tracking reference number refers to the shipping method, and is printed on the order for customer reference. Leave this blank if not required.

Order Items

This is the list of items on the order. Click on the Add button to add a new item, then click within the Item or Description cells to access a drop-menu where you can select an item, or type the name of a new item. Change the Quantity or Unit Value by typing in a new value. Remove an item by clicking the red "X" at the right of the item entry.

When you enter new items here, they will automatically be added to the Items List so you can quickly add them to orders, quotes and invoices later.

Add Discount

Click the Add Discount button to apply a discount either to the entire invoice, or to a line item. See the Apply Discount help topic for more information about discounting.


These notes are printed on the bottom of the order.

Private Comments

These are notes for internal use only - they are not printed on the order.


This is the sales tax, subtotal and total display. If the sales tax calculation is wrong, please see Taxes in the Getting Started section and Options ~ Tax for more information.

Save and Preview

Save the order, and preview how the Sales Order will look by clicking the button in the lower left corner of the window.

Convert to Invoice / Edit Invoice

If there is not yet an invoice for this sales order the Convert to Invoice button will be shown, if there is already an invoice then the Edit Invoice button will be shown.

Convert to Invoice

You can quickly turn the sales order into an invoice by clicking this button. Doing so will save a copy of the sales order in the Sales Order List with a status of "Invoiced."

Edit Invoice

Edit the existing invoice for this order.


Click on this button to Record or save the order. To record and print, fax, or email click on the pull down list and select an action. You can also select to Record with Payment, so the order will be recorded as paid, or select to record as recurring if the order should be created on a schedule.