[BCB:297:UKI - New POP from SOP:ECB]

Here we give an overview of the the full sales order process. Each step of the process has a link to more detailed instructions on how to do that step if you require them.

TIP: In Sage 50 Accounts v27 and above you can create a customised alert to appear when you select a specific customer or product. Read more >

Step 1 - Create a sales order

• Click Sales orders then click New.

Want more information about creating a sales order? - Find out more >

Step 2 - Print a sales order

Once created, if required you can either print and send or email your sales order to your customer.

1. Click Sales orders, click the required order and click Print.
   
   
   
   
2. Click Layouts and select the required layout then click Print or Email.
3. Follow the on-screen prompts as required.

For more information about printing a sales order - Find out more >

Step 3 - Allocate stock to a sales order

You must now allocate stock your your order. This ensures this stock is not used for any other orders before it is despatched.

Unsure how to allocate stock? - Find out more >

Step 4 - Despatch orders

Once ready you can despatch your order. As well as adjusting your stock levels, this also creates a sales invoice in Invoices and credits.

Unsure how to despatch an order? - Find out more >

Step 5 - Print a goods despatch note, GDN

When sending an orders you can print a good despatch note, GDN, to send with the order.

Find out more >

Step 6 - Update the sales invoice

When you despatch your order a sales invoice is created in Invoices and credits. So the transactions appear on the audit trail, the complete t he process, this must be updated to the ledger.

Find out more >

[BCB:19:UK - Sales message :ECB]