Lab Exercise: Create a Sales Order

Refer to: Creating a Sales Order

Creating a Sales Order Video

Note: In order to complete this lab, you will need to have completed the previous labs to purchase the products and place them inventory, to make them available for sale.

If you have not already done so, follow the steps to complete a sales order for customer "Addison Restaurant Group", with the line item "100_Yirgacheff Coffee Beans".

Next, create a sales order for customer Melville Coffee. We will be selling them the following products:

  • Appia II Espresso Machine (Qty 1) 
  • G60 Grinder (Qty 1)

As a reminder, the steps to follow are:

  1. Create the SO header record in Sales > Transactions > Sales Orders. Select the customer "Melville Coffee".
  2. Create the SO lines for the two products (Tip: During product selection in the Item Search Window, it is possible to select more than one product at a time.)
  3. Complete the SO using the DOCUMENT ACTION button
  4. Print the SO using the PRINT button