Add a sales order

Article • 8/1/2025 • 5 min read

A sales order specifies a customer’s request to buy something from your company. When a customer places an order, create a sales order in Made2Manage. You can add a fresh sales order or base the new sales order on another sales order, a job order , or a quotation.

To add a fresh sales order

  1. Open the Sales Orders (SO) page.

    • Select Sales Management > Sales Transactions > Sales Orders.

    Or

    • Search for SO or Sales Orders in the Navigation box and then select Sales Orders.

    The Sales Orders (SO) page appears.

  2. On the Toolbar, click New.

  3. Specify the customer information:

Note: You cannot select an inactive customer. A message, Cannot Create SO for an INACTIVE Customer. appears.

1.  Click the **Customer Number** lookup reference and select the customer from the **Lookup For Customer Number** window.

2.  Click the **Sold-To Address Key** lookup reference and select the sold-to address from the **Lookup For Sold-To Address Key** window.

3.  In the **Estimator** field, type the initials of the estimator, if required.

4.  In the **Salesperson Information** section, specify the salesperson information:
    1.  Click the **Salesperson** lookup reference and select the salesperson from the **Lookup For Salesperson** window.

    2.  In the **Commission Rate (%)** field, enter the salesperson's commission rate percentage.

    3.  Click the **Distributor** lookup reference, and select the distributor from the **Lookup For Distributor** window.

    4.  In the **Coordinator** field, enter the coordinator's initials, if required.
5.  In the **Order Details** section, specify the order details:
    1.  In the **Customer PO Number** field, enter the customer's purchase order number.

    2.  Select the **Pro-forma Invoice Required** check box, if your company sends pro-forma invoices to customers to alert them to pay the deposit.
    
7.  Click the **Shipping/Billing Address** tab, and in the **Shipment Details** section, select the shipment details in the **Ship Via** and **FOB** lists.
3.  Click the **Financial Info** tab and set the financial information:
    1.  In the **Payment Type** list, select either **Cash**, **COD**, or **Terms.**

        **Note:**

        If you selected the **Payment Type** as **Terms**, click the **Terms** lookup reference, and select the terms from the **Lookup For Terms** window.
  1. Click the Currency lookup reference, and select the cus- tomer’s currency from the Lookup For Currency window, if your company uses the multiple currency feature and the cus- tomer uses a different currency.

Note:

If the Contract is selected on the header, it defaults to the newly added line items in the Items tab and the part number lookup is filtered based on the contract.

  1. Click the User Defined tab to store other details that are not available in the other tabs.
  2. On the Toolbar, click Save to save the order. The Items tab becomes available.
  3. Click the Items tab.

The Item Details page appears with the Item Details tab selected by default.

  1. Specify the details of the first item:
    1. In the DC Facility list, select the distribution facility.

Note:

If the Contract is selected on the header, it defaults to the newly added line items and the Part Number Lookup is filtered based on the contract.

- If you want to add part numbers that are not on the defaulted contract, clear the Con- tract field from the line item and select any part/parts from all the part numbers dis- played in the Part Number Lookup.

- If you want to add part numbers that are on a different contract, select the required contract on the line item and then select the part/parts associated with the contract from the Part Number Lookup.

2.  To add a standard part, click the **Part Number** lookup reference, and select the part number to use from the **Lookup For Part Num- ber** window.

3.  To add a non-standard part:

    1.  In the **Part Number** field, type the part number.

    2.  Press the **Tab** key.

Note:

If the starting characters of the part number entered match the starting characters of an already existing part number in the Item Master (INV), a browse window opens. If you click Cancel in the browse window or press Esc, the value entered in the Part Number field is retained, the Revision value is set to NS and the Non Standard Item check box is automatically selected.

If the part number entered does not match any of the existing part numbers in the Item Master (INV), the value entered is retained, the Revision value is set to NS and the Non-Standard Item check box is automatically selected.

  1. In the Description field, change the part description, if required.

  2. Select the Non-Standard Item check box, to add a non-standard make item.

  3. In the Source Facility list, select the source facility.

  4. In the Quantity field, specify the number of parts.

  5. Specify the part’s shipping and billing information:

    1. Click the Shipping/Billing Info tab.

    2. In the Delivery Commitment field, type the delivery notes.

    3. Select the Taxable check box if the item is taxable.

Note:

The Jurisdiction field is automatically populated with the jurisdiction under certain conditions. Refer to Identify Jurisdiction for more information.

  1. On the Toolbar, click Save to save the part.