Sales orders can be created and imported from an integration, created in the Orders module, or imported via the SNAP tool.

Creating a new sales order in the Orders Module

1. Navigate to Orders > Shipping Orders.
   
   
    
2. Click New to proceed in the order entry page.
   
   
    
3. Enter an ‘Order Number’. If you leave it blank and save it later, the system will generate an order number for you.
4. Select an ‘Order Type’. Commonly used are Amazon FBA, Generic Shipping or Sales Order – which may vary depending on your transactions. These can also be edited in Settings > Transaction Codes.
5. Enter ‘Source Warehouse’  information. This is where the location of the item(s) will be coming from. You can select a Vendor or use Default as the Vendor. You can also add Vendors through Contacts > Vendors.
6. Enter Destination information. This is where you specify the ‘Client’ that has ordered from you and where you should ship the items to. You can add them through Contacts > Clients.
7. Click Save when done.

To add the Order Lines

1. On the Order Lines section, click Add Part to Order.
   
   
    
2. Click the space under Part Name.
3. A new row will appear for you to enter the part details.
   
   
    
4. Enter a ‘Part Name’. When you start typing upon this field, the system will automatically generate a list of parts that matches whatever you are typing.
5. Next, click the field below ‘Part Description’. It will generate the description based on the ‘Part Name’.
6. Enter the QTY (Quantity).
7. Repeat steps 1-6 until you have added all the parts in your order.
8. Click Save when done.