Creating a Sales Order Line Item

Prerequisites:

To create a sales order line item:

  1. Under the Sales Orders main table, select the new sales order record, then add the appropriate sales order line items.

  2. Click the Sales Order Line Items related table, and then click the plus button in the Record menu to add new data for your record. The data is taken from the quote that the sales team sent along with the PO.

  3. Type or select the correct information in the Create New Sales Order Line Items window. See, Sales Orders and Line Items.

  4. Click Create in the lower-right corner of the Create New Sales Order Line Items window.