- Access the Wholesale Accounts module from the left navigation menu.
- Select the wholesale account for which you’ll be creating the sales order.
- Click on the Orders tab, then press Add Sales Order.
- Enter sales order details and click Next.
- Add products to the sales order by scanning, manual selection, or uploading a spreadsheet, then click Next.
- Finalize the sales order by adjusting item details as needed and press Complete.
- 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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