How can I create a sales order in the Wholesale module?

Modified on Tue, 7 Oct at 4:34 PM

  1. Access the Wholesale Accounts module from the left navigation menu.
  2. Select the wholesale account for which you’ll be creating the sales order.
  3. Click on the Orders tab, then press Add Sales Order.
  4. Enter sales order details and click Next.
  5. Add products to the sales order by scanning, manual selection, or uploading a spreadsheet, then click Next.
  6. Finalize the sales order by adjusting item details as needed and press Complete.
  7. Utilize the What's Next Action Wizard to process the sales order, send it, view it, or create another.


Related Article: How to Create a Sales Order

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