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In the previous lesson you learnt how to insert the Customer's information into the application. Now Free Accounting will prefill the information of this Customer into the documents whenever you decide to create them: sales orders, invoices, return SO and credit memos.
In the current lesson you will make a Sales Order with the items from your inventory for which the order was placed by one of the Customers that is the list. You will learn the procedure of creating this kind of document.
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Suppose, the Customer DAYS INN OF TAMPA placed an order for the following items that your company sells:
Having received this order you need to enter this document into Free Accounting.
Take the following steps to create a sales order:
- Press either
 or  on the Commands Panel, select  Sales Orders in the Navigation Pane, make right click in the working window and select Add.
- Select the Bill To Address of the Customer - DAYS INN OF TAMPA from the drop-down list in the New Sales Order window. The Ship To Address will be filled in automatically by the program.
- Select the first item in the grid - Shower Curtain - using drop-down list.
- Set the quantity that is to be sold - 5.
- Verify that the UOM is EA.
- The price ($10) will be filled in automatically.
- Select Tax Code - Tax - to make the current sales order taxable.
- Add other two items into the document in the same way: Hand Soap, Body Shampoo.
- Save and finalize this order pressing
 or  and  buttons situated on the toolbar of the New Sales Order window.
When all the items are added into the list, you will see the total amount of the sales order plus tax which is calculated by Free Accounting.
After placing the order you will see the following order on your screen:
When you save and approve this order, you will need to create an Invoice in order to make delivery of these items to the Customer.
Sales Order is the inner document. After you have created it, no transactions go through the Master Transaction Ledger. You have just placed the order from the Customer into the application.
To perform the actual sales operation you need to create an Invoice that will be sent to the Customer to show him how much he owes you.
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