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.
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”.
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.
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.
I then hit enter and it populates the header with the customer information.
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”.
Then under “Number”, I click on the field and start typing “Coffee” and it shows me the Item which I then select.
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.
Next, I add the “Quantity”, in this case “5”.
Then I add the price under “Unit Price Excl. Tax””. In this case it’s “15” Dollars a piece.
Check Shipping Info
I want to check on the shipping so I click to open that.
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.
And that’s it for setting up this Sales Order.