How do I enter a sales order?

Steps

Open “Sales Order” from the menu.
Create a new sales order.
Optional: Set the desired Organization at the bottom right. To do so, enter a part of the organization’s name into the field and click on the matching result in the drop-down list.
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.
Select a Pricing System, if the customer is not yet linked to a pricing system.
The field Date determines the date on which the order was placed.
The field Date Promised determines the date on which the service is to be performed, i.e. the shipment is to be carried out.
metasfresh saves the progress automatically.

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.
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.
Enter a Quantity.

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