{"id":3286,"date":"2014-05-13T21:45:04","date_gmt":"2014-05-14T01:45:04","guid":{"rendered":"https:\/\/www.inflowinventory.com\/support\/article\/3286\/how-do-i-create-and-complete-a-sales-order\/"},"modified":"2018-09-28T15:39:51","modified_gmt":"2018-09-28T19:39:51","slug":"how-do-i-create-and-complete-a-sales-order","status":"publish","type":"post","link":"https:\/\/onpremise.inflowinventory.com\/support\/article\/38282860\/how-do-i-create-and-complete-a-sales-order\/","title":{"rendered":"How do I create and complete a sales order in inFlow On-Premise?"},"content":{"rendered":"

Sales orders in inFlow On-Premise let you track items that you sell to your customers. inFlow will automatically assign an order number the first time you save the order. <\/span><\/p>\n

Even if you don\u2019t need to track sales or sell any product, completed sales orders deduct inventory and can be used to record outgoing stock.<\/span><\/p>\n

To create a sales order:<\/b><\/p>\n

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  1. Click <\/span>Main Menu ><\/span><\/i> Sales<\/span><\/i> > <\/span>New Sales Order<\/span><\/i> .<\/span><\/li>\n
  2. Begin by adding your customer information at the top of the order:<\/span>\n
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    • If your customer is already in the system, you\u2019ll see them highlighted as you type their name into the <\/span>Customer<\/span><\/i> field<\/span><\/li>\n
    • If your customer is not in your system yet, continue typing out the full customer name and click <\/span>Add New<\/span><\/i> to create a new record for them. As you fill out their contact information, inFlow will automatically save it to their product record.<\/span><\/li>\n<\/ul>\n<\/li>\n
    • Add items to your order by clicking into the <\/span>Item<\/span><\/i> column and entering your product name. <\/span><\/li>\n<\/ol>\n

      TIP<\/strong>: When adding items to your order, you can filter your product selection by clicking <\/span>Show Search <\/span><\/i>in the product table. This allows you to quickly search for your products by vendor, category, price and other fields – right from the order! <\/span><\/p><\/blockquote>\n

      \"\"<\/div><\/p>\n

      To complete a sales order:<\/b><\/p>\n

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      • Click\u00a0<\/span>Fulfill\u00a0<\/span><\/i>when your customer has received the items on the order. This will move the items <\/span>out<\/span><\/i> of your inventory. <\/span><\/li>\n
      • If your customer has not yet paid you, you can click the arrow button beside <\/span>Mark Paid<\/span><\/i> and select <\/span>Mark invoiced<\/span><\/i>. This will move the order to an <\/span>Invoiced<\/span><\/i> status. Printing an <\/span>Invoice<\/span><\/i> document will automatically mark the order as <\/span>Invoiced<\/span><\/i>. <\/span><\/li>\n
      • If <\/span>your customer has paid for part of the order, you can put that amount into the “Paid” field to keep track. If they’ve paid the full amount, click <\/span>Mark Paid<\/span><\/i> to complete the payment.\n

        <\/span>You can also click the “Paid” field to record more detailed information like reference or cheque numbers.<\/li>\n<\/ul>\n

        Video tutorial<\/h2>\n