Adding a Sales Order

Use this view to add a sales order, including the billing address, shipping address or product information and other sales order information.

You cannot print or e-mail a quote until the sales order is approved by the accounting system. (Accounting Integration Only)

To add

1. Do one of the following:
   • On New menu, click Sales Order.
   • On the Opportunity Detail view, in the Task Pane, click Add Sales Order or on the Sales Orders tab, click the Insert Sales Order button.
     The opportunity's account, products and other information are automatically copied to the new sales order.
2. Select Sales Order.
3. Add sales order information.

   You must associate an account with the sales order.

4. (Optional) Edit the Billing Address information. By default, this is populated with the associated account's primary contact's name and primary address information if the sales order was created from the Contact, Account or Opportunity Detail views.
   1. To select a Name,Click the Find button and use the lookup to find a contact.
   2. Click the Address drop-down arrow and select from the list.
   3. To edit the Address, click the Edit button. To view a map of the address, click the MapQuest button.
5. (Optional) Edit the Shipping Address information. By default, this is populated with the associated account's primary contact's name and shipping address information if the sales order was created from the Contact, Account or Opportunity Detail views.
   1. To select a Name, click the Find button and use the lookup to find a contact.
   2. Click the Address drop-down arrow and select from the list.
   3. To edit the Address, click the Edit button. To view a map of the address, click the MapQuest button.
   4. Click the Ship Via drop-down arrow and select an item from the list.
6. Add products.
   The Products section displays all of the products associated with the sales order. If you want to remove a product, select the record in the Products grid, and then click the Remove button.
   The Order Total is recalculated when products are added or removed.
7. Click Save.

Related Topics

Sales Orders Overview