how to Create a Sales order in Dynamics 365

 Create a sales order

Use the Create sales order and Edit sales order pages to create or edit sales orders for customers. Sales orders are created to register the sale of goods or services to customers, and to track shipments to customers.

You can create a sales order from either the Sales orders or Customers page.

Create a sales order from the Sales orders page

1. Click Sales on the top link bar, and then click Sales orders on the Quick Launch.
2. On the Action Pane, on the Sales order tab, in the New group, click Sales Order.
3. On the Customer FastTab, enter or select the customer account to create the order for.
4. Enter or select invoice information, such as the invoice account, currency, and language.
5. On the Lines FastTab, click Add line.
6. Select an item and enter a quantity, and then select inventory dimension information, if they are required.
7. Repeat steps 5 and 6 to add more items to the order.
8. On the Deliver address FastTab, enter the delivery address details.
9. View the details of the proposed order. You can click the View totals link to view the sales order totals in the View totals dialog box.
10. Click Save and Close to create and display the sales order

Create a sales order from the Customers page View sales orders and totals

1. Click Sales on the top link bar, and then click Customers on the Quick Launch.
2. Select the customer to create a sales order for.
3. On the Action pane, on the Sell tab, in the New group, click Sales Order.
4. On the Customer FastTab, enter or select invoice information, such as the invoice account, currency, and language.
5. On the Lines FastTab, click Add line to add a line item to the sales order.
6. Select an item and inventory dimension information, if they are required.
7. On the Delivery address FastTab, enter the delivery address details.
8. Repeat steps 6 and 7 to add more items to the sales order.
9. You can click the Totals button to view the sales order totals in the View totals dialog box.
10. Click Save and Close to create the sales order.

Thanks,

Vikas Mehta