A sales order is a financial document shared by a business to customers to confirm the purchase. In this document, the seller (you) specifies the product details like pricing, quantity, etc., ordered by the customer.

1.To create a sales order, visit the ‘Sales’ section on the left-hand panel of the dashboard and click on Sales Order’. Then click on ‘+ Create Sales Order’ to generate new ones.

2.Once you do that, fill out the details required to create a sales order. Once you’re done filling the details you just hit ‘Save’ on the top-right corner.