Creating Sales Order

New document is created where it is essential to first select the customer for whom the order is being placed. By selecting a customer, all relevant fields previously filled in on the customer card (such as code, name, address, posting group, payment terms, etc.) are automatically populated. In the Due Dates tab, the dates for each defined payment discount are displayed. The condition for these dates to be printed is that the Payment Terms Code must be filled in.

The next step is to enter the rows, i.e., the items for sale. In the sales order rows, select the type of Item (1) and choose the desired item in the quantity field. By clicking on the three dots (2) in the Quantity field, a new window opens where the item can be selected.

Next, it is necessary to enter the quantity for that item in the sales order row. For each row, i.e., item entered in the sales order, the discount percentage can be seen based on the relevant payment discount.

After all rows have been entered and the document is ready, the delivery and invoicing of goods result in a posted sales invoice, and the created sales order disappears from the list. Posted invoices can be found through the search. Additionally, an entry is created in the customer ledger with the total invoice amount without discounts, as well as amounts depending on the applied payment discount and payment date.