Overview
In Step 1, you will create the order by entering customer details, address information, sales order details, payment terms, packing instructions, and shipping details.
Navigation:
📍 Click Orders > Create
Section 1) Customer Details: Load the Customer Profile or click on “Edit/New” to enter a new Address.
- If you need to edit details for the customer first load the customer > click the “Edit/New” button > make your adjustments > Click Lock once done.
Important Tips
✅ Tip 1: All fields marked with a ***red *** are required and must be completed.
✅ Tip 2: The Bill To section must be filled out, OR the checkbox for "Same as Ship To" must be selected
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