To create the sales order in ERPAG, you can uses two different approaches:
- You can create a sales order by going to the customers list:
Sales > Customers
Open the wanted customer from the list and use the 'create' button on the right-hand side of the screen and choose the sales order from the drop-down menu.
This will open a new sales order for that customer, where you will be able to select the items you want to order and adjust the quantities.
When you save the document, the sales order for your customer will be created.
- The second way to create a sales order is from the sales order list.
Sales > Sales Orders > Create
This will open a blank sales order where you will be able to choose the customer and the items from the list.
Once you save the document, the sales order will be created and it will appear on the sales order list.