Create a customer sale
Record a customer sale with the correct products, delivery details and payment terms. The workspace must have the relevant sales functionality, and your role needs permission to create sales.
Open Sales and start a new sale. Select the customer record and the required delivery date.
Add products and review quantities, units, selling prices and tax. Check the totals after changing any line.
Work through the Delivery Address, Notes and Payment Method sections using Next.
Review the Order Confirmation. Check whether you intend to create a quote or a sale, and review the confirmation-email option where available.
Use the final submission action and wait for confirmation. Open the saved record to verify the customer, status, products and totals.
Record later payments or delivery progress using the actions available on the saved sale. Do not mark a sale delivered until the goods have actually been delivered.
Stock and payment checks
An order status, a delivery status and a payment status represent different things. Stock changes depend on your inventory and order settings. If a customer or item cannot be selected, check the workspace, record type, active status and your permissions.