In step one you need to create the order. This is where address info and Sales Orders are built, Payment Terms, packing instructions and shipping details are inputted.
Click here for Video - Create Customer Order
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.
Tip 1: All fields with a red * must be filled out completely.
Tip 2: The bill to must be filled out or the checkbox for “same as ship to” must be checked.
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