How to: Use the Sales Order Guide

You can use the sales order guide to quickly enter items on a sales order.

To use the sales order guide

  1. In the Search box, enter Sales Orders, and then choose the related link.
  2. On the Home tab, in the New group, choose New.
  3. Fill in the No. field. You can do this in several ways, depending on how you have set up your numbering system.
  4. In the Sell-to Customer No. field, enter a customer number.
  5. On the Navigate tab, in the Order group, choose Order Guide. The Sales Order Guide window appears.

The lines in the Sales Order Guide display sales items.

  1. Specify any filters, if desired.
  2. Enter the quantity of each item that has been ordered in the Quantity to Order field.
  3. On the Actions tab, in the General group, choose Add Lines.

The items and their order quantities are added to the sales order lines.