Sales & Get Paid: How to create a sales order manually

I realize some of you might be thinking: “Why would I need to manually create a sales order? Don’t they all get created through my sales channels?” And on one hand, yes, you would be right. But there are other instances that would require the ability to manually create a sales order.

In this video, we talk through where you will find your create action buttons, how to manually create a sales order (and why a business would need to do that), AND I show you how sales orders (which are non-posting transactions themselves) move your inventory quantities between the various “stages.” Happy viewing!

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Sales & Get Paid: Sales orders overview