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.
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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