Quote Number

Choose an existing quote from the pull down list, type in a new quote number, or leave blank if you are not generating an order from an existing quote.

Order Customer

Choose the Customer from the pull down list, or enter a new customer.

Date

Select the order date.

Terms

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

Salesperson

Enter the salesperson for this order.

Tax

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

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.

• Same as billing

  Select this radio button to keep shipping address same as billing address

• Shipping address

  Select this radio button to make shipping address different from billing address

Customer PO No.

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

Ship By

Select a shipping method, 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 inside the item list to add a new item, or select an existing item, and update the quantity ordered.

Order Headings

You can sort an item list in your order by clicking on an order heading.

You can edit a heading by clicking on the header a second time, this opens a drop down list. Select an item in the list, to change the header text or reorder the columns.

Easily switch between product and service based businesses by selecting Item or Rate from the column header drop down list and Qty or Hrs from the column header drop down list.

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.

Comments

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.

Total

This is the sales tax and total display. If you think the sales tax calculation is wrong, please see the Tax tab of Options to configure tax rates.

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

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...

If a Sales Order has already been converted to an invoice, you will see an Edit Invoice button instead of Convert to Invoice. You can click on the Edit Invoice... button to edit the invoice that was created from the sales order.

Record

Click on this button to Record the order. To select the action (to Print, Email or Fax the order) click on the pull down list. You can also choose to save the order as a draft, or set up a recurring Order.