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How do I create a sales order?

Steps

  1. Open “Sales Order” from the menu.
  2. Create a new sales order.
  3. In the field Business Partner, enter a part of the customer name or number and click on the matching result in the drop-down list.

    Note: If the required partner does not appear in the list, you can add them through quick create.

  4. Select a Price System, if the customer is not yet linked to a price system.
  5. The field Date determines the date on which the order was placed.
  6. The field Date Promised determines the date on which the service is to be performed, i.e. the shipment is to be carried out.
  7. metasfresh saves the progress automatically.

Add Order Lines

  1. Go to the record tab “Order Line” at the bottom of the page and click "Batch entry" to open the fast order line input.

    Note: Use shortcut Alt + Q / ⌥ alt + Q.

  2. In the field Product, enter a part of the product name or number and click on the matching result in the drop-down list.

    Note: Use the product proposals list to view all products available on the current price list and, if necessary, add a selection of them to the sales order.

  3. Enter a Quantity.

    Note: Use the mouse or Tab ↹ key to go to the field.

  4. Hit ↵ Enter to add the line to the order.

    Note 1: Repeat steps 2 to 4 until you have recorded all order items.

    Note 2: If the No Price Conditions Indicator at the end of an order line shows a red dot, you have to add a pricing conditions schema and then link it to the customer.

Complete the Order

  1. Complete the order.
  2. Open the PDF preview.

Next Steps

Example


Zur Quelldatei auf github.com