Instructions
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Click the New Sale button on the Sales Order screen
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Use the search bar to search for a customer by name
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If there is a matching customer, it will automatically load that customer
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If there are more than one customers matching, you will be able to choose between them
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Click on the red X icon to deselect the customer
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Choose the Document Type, Sales Person, Date, and Tax Item, and enter an associate Purchase Order number
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Delivery, Quote, Work Order and Internet Order Document Types add an “Expires” date field
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Internet Order also adds an “e-Commerce” section next to the Parts Table
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Add inventory by clicking Add or From Search
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Add will add a row to the table where you can type in the Tag # of the part to have the rest of the information pull in
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From Search will take you to the Part Search page
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Selecting a part will load that part into the Sales Order
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Add a payment by clicking on Payments
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Click Save to save the Sales Order
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Click the Up Arrow icon next to Save to also print the Invoice and/or Parts List
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