Sales Orders can be entered and reviewed selecting Sales Orders List in Free Accounting. Sales Orders are requests from your
Customers to buy products from your company. Sales Orders do not affect physical inventory.
If you want to view the list of the sales orders you should select Customers / Sales Orders List or Company / Documents / Sales Orders List from the Free Accounting Main Menu, or press either
 or  on the Commands Panel
and select  Sales Orders in the Navigation Pane.
Use the following steps to create a Sales Order in the Free Accounting application:
- Select Customers / Sales Orders List from the Free Accounting Main Menu.
- Right click in the Preview Pane, select Add.
- View information about the Sales Order:
- SO Number - The Sales Order Number that is auto assigned by the Free Accounting program.
- Date - The date the order is being entered. To change the date press the little square beside the date and navigate to the date you need.
- Enter information about the Customer in the following fields.
- Bill To - The Customer's Billing Location.
- Customer's Address - The address of the Customer.
- Ship To - The shipping location if the Customer has multiple Shipping Locations.
- Ship To Address - The address the order is to be delivered to if the Shipping location is different from
the Customer's Address.
- Customer PO # - If the Customer has a Purchase Order number then enter it here. If the Customer requires
a PO # to be on the order this option can be set on the Customer Option tab, and the Sales Order will not be saved unless a PO # is entered in this box.
- Terms - The Customer's payment terms are set on the Customer record. You can change the terms for
this Sales Order, only if it is necessary, by selecting a new term from the drop-down list.
- Ship Via - The method of delivery is set on the Customer record, however you can change it for this
Sales Order if it is necessary.
- Enter information about the item in the following fields.
- Item - The list of the items. To add an item to the grid you should select it from the drop-down list. To add a new item go to the New Item
window. But you should buy the items from the vendor first for them to appear on the Quantity on Hand before you can sell them to the customer.
- Item Description - The description of the item.
- Quantity - The quantity of the items that the Customer orders.
- UOM - The unit of measure the item is being sold in. Select it using the UOM drop-down list.
- Price - The price of the item, which is taken from the Item Sales Information.
- Total - The price of the item multiplied by the quantity.
- Tax - Checking this box defines whether the item will be taxed or not. Tax jurisdiction should be selected at the bottom of the page in the Tax field.
- Tax field - The list of the tax jurisdictions that are defined in the Tax Jurisdiction List. (See Tax Jurisdiction List)
- View and check information in the following fields:
- Total - The price of the items multiplied by their quantity.
- Total Tax - The total tax for all the items.
- Gross Total - The total price plus the total tax.
- Save and finalize the current document using Toolbar.
If you want to edit the contents of the Sales order or to approve the current Sales Order you should select the necessary Sales Order in the list, right click on it and select Edit.
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