- 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.
- Click in the Customer field.
- 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.
- In the Customer Order field, enter the customer's order reference. This will usually be their purchase order number to you.
- In the Lines tab, enter products as follows:
- Click New.
- Click on the field to search for and select the product you wish to add. If you know the product code, manufacturer's code, or alternate code, you can key it in directly.
- Press Tab on your keyboard to move to the Qty field, then key in the quantity required.
- Press Tab again to move through the fields on the line, and make any necessary changes to pricing and discount information.
- When you have finished entering this product, you can use the Down arrow on your keyboard to move you to the next line.
- Repeat this process for all the products you wish to add to the order.
- When you have finished entering products, click the Customer tab.
- If you selected an existing customer, their details will be displayed on this tab. Check that the details are correct and make any necessary changes.
- If you had to create a new customer, enter contact details for the customer.
- When you have finished, you have three options. If you have not filled in all mandatory fields at this point, Readysell will tell you what information is missing.
Save and Close to park the order. Use this if you are unable to complete the sale order at this time, but want to return to it later.
Purchase to generate a purchase order based solely on this sale order. See Purchase Orders for more information about this step.
Ship to generate a sale shipment for the order. See Sale Shipments for more information about this step.
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