To create your first order navigate to Orders -> Sale Orders and click on Add New button.

Here you will see the fields that you need to fill before creating a new order. Most of them are auto-filled, you can change them if you need them.

You’ll see the following fields on the order page.

Company – this is your company

SO number –  the number will be autogenerated you can change if you want.

Tax-inclusive or Tax-exclusive – the taxes are applying to products

Date created – Order creation date(by default it’s the current date)

Currency – This is to filter and show existing pricelists with needed currency

Price List – Prices will apply from the selected pricelist

Customer – the order customer, after selecting a customer on the right side will be displayed all customers data

Tags – add new tags or select from the list

Payment Terms – This is payment due date

Now you need to select products. Click on Add New Product input and search needed product. After choosing a product you can see the following information about the product.

• Product name
• Warehouse
• Quantity
• Available Qty
• Price
• Discount
• Tax
• Amount

After adding a product you can save orders as a quotation or create an order.