Navigate to Sales Orders, click New, select a customer, add item lines with quantities, then release the order. Or use the Zentriq Agent to create a sales order draft from a single sentence.
In Business Central, use the search bar (Alt+Q) and type 'Sales Orders'. Click the page to open the Sales Orders list.
Click 'New' to create a blank Sales Order. A new order number is assigned automatically from the number series.
In the Customer Name field, enter the customer's name or number and pick it from the lookup. Payment terms, currency, and addresses are auto-filled from the Customer Card.
In the Lines section, set Type to 'Item', then enter the Item No. and Quantity. The unit price comes from the Item Card or your active sales prices and discounts. Check the Shipment Date on each line.
Verify the totals and the requested delivery date, then click 'Release' to make the order official. Shipping and invoicing are posted later with the 'Post' action (Ship, Invoice, or both).
Type 'Create a sales order for customer 10000 with 20 units of item 1936-S' in the Zentriq Agent and it builds the order as a draft for you to review, nothing is posted without your approval.
Related Zentriq products: Zentriq Agent
Navigate to Purchase Orders, click New, select a vendor, add line items with quantities and prices, then release the ord...
How-toOpen Purchase Invoices, create a new one, enter the vendor and invoice details, add line items matching the supplier's b...
How-toThe Requisition Worksheet is a planning tool that consolidates purchase demand before creating POs. Set up worksheet nam...