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Creating and Submitting a Sales Order

This guide walks you through creating a new sales order, adding items and quantities, and submitting it for fulfillment.

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Prerequisites

  • At least one customer exists in your system (e.g., a customer record named E2E Test Customer)
  • At least one item exists in your inventory (e.g., Widget A)
1

Open the Sales Order list

Navigate to Selling > Sales Order. The Sales Order list view will load, showing all existing orders.
2

Create a new Sales Order

Click the New button at the top of the list. The New Sales Order form will open.
3

Enter the customer

In the Customer field, type or select the customer name for this order.
4

Add items to the order

In the items table, locate the first empty row and fill in the following:
  • The item name in the text field (e.g., Widget A)
  • The quantity in the first number field (e.g., 5)
  • The unit price in the last number field (e.g., 200)
Add additional rows as needed for more items.
5

Save the Sales Order

Click the Save button. A confirmation notification will appear confirming the order has been saved successfully.
6

Submit the Sales Order

Return to the Sales Order list, then click the saved order to open it. Click the Submit button to finalize the order. If a confirmation dialog appears, click Submit, Confirm, or Yes to proceed.The order status will update to Submitted.
Sales orders follow a document lifecycle. A newly created order starts in Draft status and must be Submitted before it can be used to generate delivery notes or invoices.
You can save a sales order in Draft status and return to edit it later. Once submitted, the order is locked and can only be amended through a formal amendment process.