Create a Sales Order

Use these steps to create a new sales order that includes important customer details and order lines.

To create a sales order:

1. Under the Sales Orders menu section, go to Sales Orders.
2. Click + New Sales Order.
   The New Sales Order wizard displays.
3. 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.
4. Select a company name or number.
5. Select a job if you want to assign the sales order to a job.
6. Select a task if the sales order is assigned to a job.
7. Select the Invoice in Job Cost checkbox to invoice the sales order in Job Cost.
8. Click Create.
   Maconomy automatically navigates to the sales order you just created, and saves your changes.
9. To add an order line, click + Add Order Line.
10. Fill out the fields as needed.
11. Click Save or press ENTER.