A Sales Order is a confirmation of the sale and is used to process the order. This guide will show you how to create a sales order in SapphireOne.
- Navigate to Inventory > Sales > Data Entry and select the Order Client Invoice (OCI) option. SapphireOne will display the Order Client Invoice Entry data entry screen ready for data entry.
- Enter new Client details or select an existing Client using the @ symbol to search for the ID.
- In the Transaction Lines area, add Inventory items by selecting the green + button or use the Command / key combination.
- Use the wildcard search options, or type part of the product name ending with the @ symbol to search for the Inventory ID.
- Enter the Quantity requested for each item.
- SapphireOne will automatically enter the Rate set up for each Inventory Item.
- You may overwrite this and enter the rate manually if required.
- Save the Sales Order by clicking the green tick button on the main toolbar.
For more details, visit the Inventory > Sales > Order Client Invoice article.