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

path to entering a sales order in CREST ERP

Click on the Sales Order link to open the Sales Order page

enter a new sales order

You will see the Sales Order Search and list page. By default, no orders will be listed

sales order lookup in CREST ERP

To start entering a new Sales Order, click on Create Sales Order. This will open the new Sales Order entry screen

New Sales Order in CREST ERP

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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