Orders
Create a customer sales order (SO-) for an account so it can be shipped and invoiced.
Before you start
- The account already exists.
How to
Go to Sales → Sales Pipeline → Orders. Route: sales/sales.sales-order-with-pivoting.
- Choose Create new sales account. That opens Create sales order.
- Press Create. That runs Create new sales order (
sales/sales.create-new-sales-order).
You should see the order status Draft (draft) and a number that starts with SO-.
Check
The Orders row shows Draft, and the number starts with SO-.
If this fails
| What you see | Why | What to do |
|---|---|---|
The order is Canceled (canceled) or Rejected (rejected) | The customer canceled the order, or rejected it | Create a new order |