On the New Sales Order screen you can create a new sale by selecting a client, POS, Trader, Price list, how the merchandise is going to be delivered, choosing the document needed to make the sell, payment method, date and currency. Fields surrounded by blue line are required. The Settings menu in the footer of the page allows you to specify the position of the New Sales Order window compared to the Sales window. The screen is divided into several sections: Client (1), Trade (2), Handover (3), Document (4), Payment (5), Additional information (6), Rows (7), Amount (8), Description and Comment (9).
Within the Client (1) section you can select an existing client (Search) or add a new account (Add). This has the information about whom you are selling to. When the account is selected, optionally you can also select a Recipient and a contract for the sale.
Then you need to select the POS (Point of Sale), Trader and optionally the Price list in the Trade (2) section. This has the information about who is selling.
The system is giving you two options for selling:
| Option | Meaning |
| Retail Sale | With this sale the system will automatically have to sign out the merchandise from the storage, generate a receipt immediately, and will expect an immediate payment |
| Wholesale | With this sale you have many options, one of them is that you can make a delayed payment, which means that the merchandise is going to be delivered immediately, and the payment will be delayed. You can generate the sale without a financial document. The easiest way to finish the sale, is to generate the receipt immediately, and the client to collect and pay the merchandise immediately |
Within the Handover (3) section you can choose a handover method. The possible options are detailed below:
Possible options:
| Option | Meaning |
| Directly | When we hand the purchased items directly to the client |
| From warehouse | When the client goes to the warehouse to pick their items. When selected, you get an additional option to block the items in a specific warehouse. You select the warehouse from a dropdown menu |
| Delivery | When we deliver the items to the client. When selected, you get additional options to select the courier, the delivery address and the specific warehouse from which the items will be delivered |
| Deferred | When we will hand the items to the client at a later point |
Use the Document (4) section to select the type of receipt. The possible options are Cash Bill, Invoice and Receipt.
Additionally, you have the option to select whether the document will be issued right away and you also have the option to select any specific terms for this order like the VAT percentage for example. You can also select the term of payment – what is the due date for this sale.
Then you can choose the payment method for this sale in the Payment (5) section. The options could be different based on your earlier selections. If the option allows payment right away or later, you will be able to make your selection with the Right away check box.
You can select Date and Currency in the Additional information (6) section. The corresponding number could be a number used by your client’s accounting.
The document number is automatically generated by the system by default. However, you have the option to change this selection and set the number yourself by clicking the Manually set Number option.
The date of the sale is usually the current date but can also be changed with the calendar button. When the sale is saved, the date and time are saved too, and all automatically generated documents take these date and time.
In the Rows (7) section you can add individual items, individual services or you can import from an XLS file. The system will calculate the total of your selected items and/or services. When the delivery method is set to Directly and the item has serial numbers, the system will require the serial number for the specific item that is going to be provided to the client.
Notice the available check boxes that allow you to show and hide columns from the Rows table:
| Option | Meaning |
| Batch | If the item is part of a batch |
| Discount | Shows 2 columns – as an amount and as a percent. It is the discount made within the order |
| Total price | With included taxes |
| Tax | Taxes to be included in the total amount |
| Warehouse quantity | Quantity in the warehouse |
| Availability | General availability of the item |
| Price list | The price list for the order |
The rest of the columns will always be shown:
| Column | Meaning |
| Promotions | Available promotions (if you have permission to work with promotions) – you will be able to choose the promotion you want to apply |
| ID | ID of the item |
| Name | Name of the item |
| Description | Description of the item |
| Brand | Brand of the item |
| Unit of measurement | The measurement unit of the item |
| Quantity | The quantity of the item |
| Price | Price of the item |
| Amount | Total amount |
There are also buttons at the top right corner of that table that allow you to enlarge it or to export it to XLS file
The Amount (8) section gives you information about the total amount of the order you are creationg.
Optionally you can add a description to your order and/or a comment in the Description and Comment section (9). The comment is for internal use only (within the system) and will not get printed on any documents.
Press Confirm to finish and save your new sales order.
Press Cancel if you want to leave the screen without saving.