- 01
Create the order
Open Sales Orders, select the customer and enter the order/reference information.
- 02
Add ordered lines
Enter items, quantities, prices, discounts and taxes.
- 03
Review availability and terms
Confirm delivery expectations and stock considerations where relevant.
- 04
Save/approve
Complete the workflow according to company permissions before creating delivery or invoice documents.
Guide complete
Continue with the next related workflow, or return to the Guide Center to find another task.