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1. From the Toolbar, click Inventory.
2. From the Inventory menu, select Sales Orders.
3. From the Sales Orders menu, select Add Sales Orders.
4. From the Add New Sales Orders window, type a Y in the Choose Default field.
5. In the Pickup/Delivery box, type P for pickup or D for delivery. An entry P will apply state/county taxes from pickup location. An entry of D will apply the state/county taxes associated with the customer Name ID.
6. In the Ship To Name ID field, click Lookup or press Enter, and select the name ID of the customer for whom the sales order is being created and click Select.
7. In the Default Order # field, type the sales order number to be used as the default and click OK, or to search for the sales order click Lookup or press Enter. If the Lookup Button is used to locate the sales order number to default from, clicking select will take you to the next window.
8.  blah blAH  In the Order Number and Line Number windows add information to define your search or leave blank, then Click OK.
9.  Use Next/Back to scroll through sales orders until you find the correct oneorder, then choose Select.
10. In the Default From Sales Order pop up window, answer the following questions then click OK:

• Accounting Information
  This field will default to Y if the orders are for the same two customers: Y = load from previous sales order price level, price schedule, 6 transaction codes (state/county, salesperson, etc.) name ID type, shipper name ID, agent/broker name ID, invoice terms, and their order number from the previous order. User Order Field #1 and User Order Field #2 are always copied from the previous order, regardless of how the question is answered.
    N = load fields from current Name ID defaults.
• Transaction Codes

Y = load components from previous sales order. 

N = no components are loaded. 

• Price

Y = load price from the previous sales order.

N = load current inventory price

• Misc InformationMiscellaneous Fields

Y = load price from the previous sales order.N = load current inventory priceloads Shipper Id, Agent/Broker, Their Order Number

N = clears miscellaneous fields

• Remarks

Y = load remarks from the previous sales order

N = clear remarksImage Removed

11. From the Add New Sales Order window, change the Sales Order # and Bill to Name ID if necessary.

12. Click OK.Image Added

13. In the Order Date box, the default processing date displays, if this date is not correct, type the new date, or click on the Date Lookup .

14. Edit the Order Date and Order Status fields as needed.

15. Click OK.Image Added

16. At the Price Level choose 1 - Charge or 2 = Cash

17.  At the remaining use the looking glass button to edit or add any additional information in necessary.

18. Click OK.Image Added

19. At the Is This Correct prompt, click Yes if the Name ID and transactions codes are correct (click No if the Name ID and transaction codes are incorrect).Image Added

20. To edit the line item(s) copied to the new sales order from the default, click on the line item to be edited then click Select.Image Added

21. To insert an additional line item, click Insert.Image Added

22. To edit comments/remarks click Continue.Image Added

23. Click Save/Exit when complete.Image Added

24. From the Do You Want to Print This Order Form prompt, click Yes to print.Image Added

Learn more about Sales Orders feature: