Matricle Help Center

Create a sales order

 

To Create a sales order:

1. Select "Sales order" -> "Add Sales order"

2. Select Add Customer (new customer) before entering the customer name, enter key words in Product Search and select products  from the drop - down menu, fill out at least the required fields (marked in red).

3. Select the source of the order, select "Office Order" for an order sold by administrator in the store. Sales reps can place the order from "Sales rep Login"

4. Select "Save" to save the sales order.