Guide: Create Manual Order

Create Manual Order

• Step 1. Go to Order listmenu under Omni Salesmodule from the left sidebar.
• Step 2. Click Create orderbutton
• Step 3. In the Order manualpage, fill in the required details and click Save1. Select the Estimate (optional)2. Select the Customer3. Select the Payment methods4. Select the Discount type: No discount, Before Tax, After Tax5. Select the Sale Agent6. Selec the item, enter the Quantity and click
• Step 4. Go to order detail -> click Create invoicebutton
• Step 6. View shipment detail and add activity log In the sale order detail, click Shipmentbutton You can add activity log in shipment detail page by click
• Step 7. Create packing list Go to Packing listsmenu under Inventorymodule from the left sidebar-> Create a packing list from the above inventory delivery voucher and approve the packing list.
• Step 8. Change shipment status to Product Delivered. Change the Delivery statusofpacking listordelivery voucherto Deliveredor Received→ shipment status changes to Product Delivered
• Step 9. Change order status Go to sale order detail and select a status