01. How to Create a Sales Order in Salesforce

Introduction 

A Sales Order represents the movement of product out of the ownership of your organization. This could be a beneficiary distribution or a customer sale. A Sales Order results in the movement of inventory out of your source warehouse.

The article describes how to create a Sales Order in TaroWorks Enterprise.

• A. Create a Sales Order
• B. Create a Sales Order Line Item

A. Create a Sales Order 

1. Click on the Taro Orders tab from the TaroWorks Enteprise Application
2. Click New
3. Select the Sales Order record type and click Next
4. Fill in the details of the order (an example is shown below)

   Field	Value
   Date of Order	Date Order is being made
   Status	Select Draft
   Source Location	The location where the Source Warehouse is Located
   Source Warehouse	The Source Warehouse
   Expected Delivery Date	The date that delivery of the order is expected
   Customer	Select the Customer of the sale
   Pricebook	Select the pricebook to be used in the order
   Record Shipment	Select Yes if you want the transit of the order to be tracked

   
5. Click Save.                            

B. Adding Taro Order Line Items 

1. From the Taro Order click on Related.          
2. Click New next to Taro Order Line Items                     
3. Select the Sales Order record type and click Nex
4. Fill in the details of the Taro Order Line Item

   Field	Value
   Status	Select Draft
   Product	The line item's Product
   Qty Ordered	The Quantity of this Product
   Unit Price	The price that the product will be sold at per unit

   
5. Click Save.                                
6. To add more Taro Order Line Items to this Taro Order, repeat steps 2-5