Creating a sales order with Rapid Order Entry

Owned by Demetria Jones-Davis
Last updated: Aug 05, 2020Version comment
1 min read

When creating a sales order, you can utilize the Rapid Order Entry in the steps below. 


To create a sales order:

  1. From the contact record, click on the down arrow in the top right of the record.  Select Rapid Order Entry from the drop down.

You will be directed to the Rapid Order Entry screen.

     

       2. Items can be searched and selected in the Item Quick Add box. 

       3. Click Add to Order once the correct line item populates.

       4. Once all items have been selected and reviewed, select Go to create the sales order.