Creating Sales Orders

Creating Sales Orders

 In the Web App

To create a new sales order in the web app, go to Sales → Sales Transactions → click   and select Sales Order.

You can add products to the order by selecting from the drop-down list in the Item column. Alternatively, you can set the cursor in the Scan Barcode field and add items using a barcode scanner (requires barcodes to be assigned to items, see Scanning Barcodes).


In the Android App

Sales order creation in the Android app
To create a new sales order, first, select a customer in the Customer Center, then tap Customer Orders. Tap New to create a new order.

Firstly, you will see the Items tab of the Create Order screen, which lets you add products to the order. Other tabs let you add or edit such order details as shipping address and optional notes.

There are a few ways to add products to the order:

  • Tap Find to select products from your item list, possibly using search and filtering. When you’ve marked all the required items, tap Add and enter the correct item quantities via the keyboard.
  • Enter the exact item name in the text field and tap the Add button next to it, then enter the correct ordered quantity via the keyboard.
  • Scan product barcodes, possibly multiple times to set the correct quantities. See Scanning Barcodes.

You can tap  to add a discount or select the sales tax if you charge it.

When you’ve added all the required items, tap Save to finish. 

 If your country is outside the US, it is necessary to choose tax for every item in the list. To do so, after adding the item to the sales order, select it in the list → tap the tax name, which is located in the information string above the items list → select the necessary tax in the drop-down list → tap OK.

In the iOS App

To create a new sales order, tap the Sales tab at the bottom of the screen, then select the Customers tab. Tap the necessary customer in the list. In the pop-up window, tap Sales Orders. Tap the  button to create a new sales order. To add items to the list, switch to the Items tab. There are several ways to add items:

  • Type in the unique name of the item in the Look for Name field and tap the  button to add the item straight to the list.
  • Tap the button to open the Add Item screen. You can scroll through the list and select several items at once. It is possible to filter the items by typing the keywords in the Look for field and selecting the desired category (All fields, Name, Description, SKU, Category). Tap Add when you are finished to add items to the sales order.
  • Scan the item's barcode with the rear camera. To do so, tap . Alternatively, scan the item's barcode with the connected Bluetooth scanner. If the item is already on the list, each correct scanning of its barcode will increment the Qty value.

You can tap  to add a discount or select the sales tax if you charge it.

When you are finished, tap  to apply your changes, or press the back button to leave without saving. 

  If your country is outside the US, it is necessary to choose tax for every item in the list. To do so, after adding the item to the sales order, tap it in the list → tap the tax name → select the necessary tax in the drop-down list → tap OK → Close.
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Sales Order Numbers

If you'd like to change how reference numbers look for sales orders, see Transaction Numbering.
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