Note: If the required partner does not appear in the list, you can add them through quick create.
Note: Use shortcut
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.
Note: Use the mouse or
Tab ↹key to go to the field.
↵ Enterto 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.