Entering and processing a sale order

In the navigation pane, go to Sales then Orders.
Click New in the ribbon. (If your screen is small, you may need to click on Create then New.) The New Sale Order screen displays.
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Click in the Customer field and select the customer from the list. If the customer does not exist in Readysell, you can click Create Customer to create them.
In the Customer Order field, enter the customer's order reference.
In the Lines tab, enter products as follows:
1. Click New.
2. In the Product column, search for and select the product you wish to add.
3. Enter the quantity required.
4. Make any necessary changes to pricing and discount information.
5. Repeat this process for all the products you wish to add to the order.
When you have finished entering products, click the Customer tab.
Enter contact details for the customer.
Fill in any other necessary information.
When you have finished, you have three options:
1. Click Save and Close to park the order. If you have not filled in all mandatory fields, Readysell will tell you what information is missing.
2. Click Save to generate the purchase order. If you have not filled in all mandatory fields, Readysell will tell you what information is missing.
  1. Click Purchase.
  2. Click Show in Report. The purchase order displays. You can print or email the purchase order at this point.
3. Click Save and Ship to create a picking slip and/or complete the order. If you have not filled in all mandatory fields, Readysell will tell you what information is missing.