You can create a Sales Order in CREST either directly or based on an approved Sales Quote already available in the system.
The Sales Order link is available under SALES menu group
Click on the Sales Order link to open the Sales Order page
You will see the Sales Order Search and list page. By default, no orders will be listed
To start entering a new Sales Order, click on Create Sales Order. This will open the new Sales Order entry screen
Sales Order entry is a 4-step process, as highlighted that starts with the Header, followed by Shipping, Order items and Review, before Saving the Order.
Last modified:
May 12, 2021
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