Creating sales orders

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You can create a sales order from scratch or generate it from a quotation or RMA request. A generated sales order includes prefilled details and a link to the source document. This saves your time on data input and ensures traceability of your sales transaction.

To create a sales order:

1. Do one of the following:
   • To generate a sales order based on a source document, open the source document, and select Generate > Sales order.
   • To create a sales order from scratch, go to Sales and under Sales, click Sales orders. Then, in the Sales orders list, click Create.
2. Specify general details:
   • Select Customer.
   • Fill in other fields as necessary.
3. Specify products to sell:
   • To fill in products automatically, in the Base document field, specify a source document and click .
     Products are populated from the specified document to the sales order.
   • To import product list from a spreadsheet file, on the Products tab, click and follow the data import wizard instructions.
   • To select products from the Products catalog, on the Products tab, click Select > Goods. For details, see Product selection in business documents.
   • To add products manually, on the Products tab, click Add and fill in product details.
   • To find products by barcode, on the Products tab, click .
4. Optional: On the Payment terms tab, specify payment terms.
   Note. If the sales order is for a customer with billing details specified, the payment terms are prefilled from these details. You can edit them.
5. Optional: If a company is registered for a sales tax permit, on the Sales tax tab, specify sales tax details.
6. Optional: On the Delivery tab, specify delivery terms.
7. Optional: On the Additional information tab, specify additional information.
8. Click Post and close.

Specifying sales tax

This section is applicable if a company's accounting policy states that the sales tax is applied to the company's sales transactions (the Registered for a sales tax permit checkbox is selected on the Finance tab of the accounting policy).

As you create a sales order, you can specify the sales tax applied to the ordered products. You can do this automatically or manually.

To fill in the sales tax automatically:

1. In the sale order's Prices and currency settings, specify the sale tax rate and percentage.
2. On the Products tab, select the Taxable checkbox for the products the sales tax is applied to.

   1C:Drive calculates the amount to be paid for the products marked as taxable, applies the specified sales tax rate to this amount, and calculates the sales tax amount. The sales tax rate, percentage and the calculated tax amount is automatically filled in on the Sales tax tab of the sales order. You can change them manually.

To specify the sales tax manually:

1. On the Products tab of a sales order, select the Taxable checkbox for the products the sales tax is applied to.
2. On the Sales tax tab, click Add and enter the sales tax details.

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