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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.

    Note 1: Hit SPACE to see all customers.

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

  4. metasfresh saves the progress automatically.

Add new lines

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

    Note: Use shortcut Ctrl + 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 products.

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

  3. Go to the field Quantity.

    Note: Use the mouse or TAB key

  4. Enter the quantity and hit ENTER to add the line to the order.

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

Complete order

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

Example


Zur Quelldatei auf github.com