Create a Sales Order

Everything starts with Search. Make sure the order doesn't already exist.

Click "Add New..."

Enter the information that you know. In some places you can enter a new record right from this screen (such as a buyer in this case).

For the Sales screen, once you're done with the top information, press Save.

You'll need to know what ITEM you are selling.

Often, but not always, you will need to know what SKU.

You can create a SKU even if you don't yet have a purchase contract for it.

See video.

Sometimes a sale already has a Booking (aka Shipment) associated with it. Enter the Shipment information as shown.

Note: sometimes you don't have all the information. That's okay. Enter what you can and come back later.

Finally, press Save.

You can now run the "Sales Order" report and send it to your customer.