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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 one of the results.

    Note 1: Hit SPACE to see all available customers.

    Note 2: Select one of the shown options with the mouse or .

    Note 3: If the desired 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 when the order was placed.
  6. The field Date Promised determines the date when the service is to be performed, i.e. the shipment is to be carried out.
  7. metasfresh saves the progress automatically.

Add new lines

  1. Go to the record tab “Order Line” at the bottom of the page and click 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 one of the results.

    Note 1: Hit SPACE to see all available products.

    Note 2: Select one of the shown options with the mouse or .

  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 registered 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.

Next Steps

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

Example


Zur Quelldatei auf github.com