How to Create a Customer Sales Order in ManufApp

How to Create a Customer Sales Order in ManufApp

Creating a customer sales order in ManufApp ensures effective management of customer requests, order fulfillment, and inventory tracking. This process helps streamline sales workflows and ensure smooth customer interactions.


Step 1: Navigate to Sales Orders
 Go to:
 Orders > Sales Orders
 This section displays all existing sales orders, where you can create and manage new orders.



Step 2: Add a New Sales Order
 Click the Add New SO button to start creating a new order.

Step 3: Select the Order Type
 In the Type of Order dropdown menu, choose Customer SO.
 This categorizes the order as a customer request.

Step 4: Enter Customer Details and Add Items
 Fill in:

  • Customer Ref No.

  • Issue Date

  • Delivery Date

  • Sales Area Manager

Add items with their Quantity, Price Per Unit, and Total Price.

Step 5: Review and Submit


 Review the order details and items. Click Submit to create the customer sales order.


Step 6: Next Steps After Order Submission

  1. Close the Popup: Exit the confirmation popup to return to the Sales Orders list.

  2. View the Created Sales Order: Click on the sales order to access its details and proceed with planning or dispatch actions.

This method ensures a smooth process for creating and managing customer orders in ManufApp.


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