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  1. In the navigation pane, go to Sales then Orders.

  2. 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. 

     Show me

  3. Click in the Customer field and search for and select the customer from the list. If the customer does not exist in Readysell, you can click Create Customer to create them.
  4. In the Customer Order field, enter the customer's order reference (usually their purchase order number to you).
  5. In the Lines tab, enter products as follows:
    1. Click on button New.
    2. Either key in the product code/manufacturers code/alternate code in the Product column, or click on the field to search for and select the product you wish to add.
    3. Hit the Tab button on your keyboard to move you through the line
    4. Key in the quantity required.
    5. Make any necessary changes to pricing and discount information.
    6. Use the Down Arrow on your keyboard to move you to the next line instead of tabbing all the way through the line
    7. Repeat this process for all the products you wish to add to the order.
  6. When you have finished entering products, click the Customer tab.
  7. If you have already selected a customer, the details should already be showing on this tab.  If you had to key in a new customer...Enter contact details for the customer.
  8. Fill in any other necessary information. - Like what?
  9. 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. (why hit this button?  why is it here?  what are the other alternatives?  Get rid of the word Click - it is not required on this document)

      2. Click Show in Report. The purchase order displays. You can print or email the purchase order at this point. (not commonly used in Sales Orders get rid of click word - not required - just need to say what the button is used for)

    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. (the button is just called Ship.

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