Use these steps to create a new sales order that includes important customer details and order lines.
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Under the Sales Orders menu section, go to
Sales Orders.
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Click
+ New Sales Order.
The New Sales Order wizard displays.
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Select a customer name or number.
If you do not select a customer and assign the sales order to a job, the customer from the job is automatically used for the sales order.
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Select a company name or number.
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Select a job if you want to assign the sales order to a job.
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Select a task if the sales order is assigned to a job.
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Select the
Invoice in Job Cost checkbox to invoice the sales order in Job Cost.
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Click
Create.
Maconomy automatically navigates to the sales order you just created, and saves your changes.
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To add an order line, click
+ Add Order Line.
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Fill out the fields as needed.
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Click
Save or press ENTER.