Add Stock Items to a Sales Order, Quote or Proforma Order
Overview
Once you have created your sales order, quotation or proforma order, you then need to add the stock items the customer wishes to purchase to it. This video explains how to do this. A step by step guide can be found below the video.
Steps
- Use the New button to open the Stock Lookup .
- Select the item(s) to be added using Filters if necessary.
- Double click or press Enter to add to the order.