D365 F&O: Create Sales Orders
In this video, we'll create a sales order. We can create a sales order directly from the customers page. All go to accounts receivable, and all sales orders, all through sales and marketing. Again, all sales orders.
And then we'll create a new sales order.
And we have to choose a customer account for these sales order, so we'll just pick this one.
And most of the fields will be populated by these customers defaults and we can change or edit if necessary and click OK to create the sales order.
Now on our sales.
Order lines we can add the.
To be sold, just type directly. If we know the item number and select.
And if this item has product dimensions which aren't displayed on the order line, then we can select salad order line display dimensions.
And cheque the one we wish to display and then that will.
Be in the line here and we just.
Click the one we want.
If we wish to add quantity and.
Discount we can fixed or discount percent and the net amount.
Will be calculated.
Now we can enter other details such as delivery options.
Then we can view totals here.
And once we are ready.
And we want to confirm the order.
We'll go to our Soul tab.
And generate confirmed sales order and here we'll have the option to print confirmation if required. We can review the information and click OK. It will warn us we are posting the document without printing so we'll click OK.
And the order will be confirmed.