Create orders & sales quotes through POS365

This guide explains how to create an order or a sales quote in Business Central through the order manager in POS365.

Step 1:

Click on the -button

Step 2:

Select the customer you want to create an order or a sales quote for

Step 3:

Press the 'New order' button in the top, right corner

Step 3:

Pick the order type you want to create.

Step 4:

1) Fill in the information boxes (scroll down for more boxes)

2) Press 'Save'

Step 5:

Click on the -button to add items to the order

Note:

If you need to edit the informations from step 4, click edit

If you want to delete the order completely, click delete

Step 6:

1) Type the name of the items used for the order

2) Click on the item on the list

Step 7:

1) Fill in the information boxes (scroll down for more boxes)

2) Press 'Save'

Note: If more items need to be added to the order, go back to step 5

Step 8:

To close the pop-up window, click outside of the white box in the dark area

Note: