Creating a Sales Order

How to create a Customer 

Create an account for each client you’re working with, whether you’re quoting a project or actively working on an existing project for them.

  1. Go to Invoicing > Sales.

  2. Click Customers under Master Data.

  3. Click Create, enter a name for your new customer in Name, and then fill in the other fields as necessary. Specify whether the customer is an individual or a company.

  4. Click Save to create the record so you can continue editing it.

  5. In the Sales/Purchsing area, click edit to add more information concerning the customer account.

  6. When you’re done, click Save at the top left corner of the screen.

Below is an example of how creating a new customer would look like:

 See also:

How to create a Sales Quotation