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