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Video 03 - How to create a sales order in Microsoft Dynamics NAV 2015


How to create a Sales Order in Microsoft Dynamics NAV 2015

We’ve previously created the item “Coffee Mug - Standard” and we’ve put that on a Purchase Order.

Now we’re going to take a look at how to create a Sales Order in NAV 2015.

Click on “Role Center” to get started.

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There a few ways that I can get into the sales order (on the top, left and right). 

Creating a New Sales Order
I’ll go ahead and click “New Sales Order”.

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That brings up the “New- Sales Order” screen. I’ll maximize the window and hit enter in the “Number” field to get the next automatically assigned number in the sequence. 

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This sales order is going to go to “The Canon-Group” so I click on the field for “Sell-to Customer Number” and start typing “The Cannon...” and filter by “Name”. It brings it up in my customer list.


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I then hit enter and it populates the header with the customer information.


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Inputting the Line Info
Then I go into the “Lines” and for the “Type”, I want to write “item”. In the dropdown it gives me several options but in this case I can just leave it as “item”.


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Then under “Number”, I click on the field and start typing “Coffee” and it shows me the Item which I then select.


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It then adds the “Number” and “Description” to the line I’m creating. It also adds the “Location Code” as the “blue” location. That’s where we’ll be selling from.


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Next, I add the “Quantity”, in this case “5”.


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Then I add the price under “Unit Price Excl. Tax””. In this case it’s “15” Dollars a piece.


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Check Shipping Info
I want to check on the shipping so I click to open that.


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I’m OK with the shipping going out today. I can see that it’s going out to “The Canon Group” in Atlanta.

I want to double check that everything is properly configured. It’s automatically set to go via DHL overnight. Something that’s already setup on the customer.


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And that’s it for setting up this Sales Order.

 

 

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