To create a sales order, click Enter New Order from the left sidebar on the main window.

Create a Sales Order from an Existing Quote

Select a quote from the drop-down menu, or open the quote list and select an existing quote. The quote details, including customer and item information, will be filled out for you. You can change any of the information necessary to update the sales order. When you are finished, see Completing the Sales Order below.

Create a New Sales Order

If you will not be converting an existing quote into a sales order, enter the customer's name and address, and specify the sales order details in the fields at the top of the screen. Enter item information by clicking in the item list area, and entering the item details for the order. If the items you are entering are already entered in the system, you can select the item information using the drop-menu in the details column, or you can enter a new item and Express Invoice will add the item to the system for you.

Completing the Sales Order

You have several options once you are finished filling out the details of the order. You can either save the order as a draft, or record the order in the system. To save or record, select one of the options from the Record drop-menu at the bottom of the window:

• Record and Print: Record and send the order to a printer.
• Record and Email: Record and turn the order into a pdf and send it to the customer's email address.
• Record and Fax: Record and send the order to the customer's fax number.
• Record: Just record the order. You can print, email, or fax it later, if needed.
• Save as Draft: Save the order, but don't record. It can be altered and sent later.
• Save as Recurring: Save the order with a schedule of when and how often it is to be sent. When the order is due to be sent, Express Invoice will first confirm that the order is to be sent then automatically send it using the method was last used (i.e., Print, Email or Fax).