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How to Create a Sales Order


Your desk phone rings..."Hello, I would like to purchase 4 of those fantastic products you just advertised!"  Now what?  Do you open a desk drawer and pull out an order pad?  Archaic option for sure.  Instead, login to your JBitPro ERP account and see if this customer is in your database, and if they aren't add the new customer!  Then start filling out his order using the Order module.

Creating the Order

  1. Login your JBitPro ERP
  2. Click on the Orders tab
  3. Click on Orders
  4. Click New
  5. Fill in the information about this Order, this is called the Order Header:

  6. Click Create
  7. If you need to adjust information in the Order's header, click Edit Header
  8. To add lines to the Order, click Add Line
  9. Fill in the information about the Item you are adding to the order, some information will be auto-populated:

  10. Your Order should look similar to the one below:
  11. When done, you can Print the order, or just click the blue Back button

Conclusion

Creating Sales Orders in JBitPro ERP is simple and is the gateway to managing your sales.  Once you have created some orders you will be able to run reports on those sales, as well as see a forecast based on previous periods.  This will empower you to make good business decisions and push your company to new levels!

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