---
title: "Create a sales order (new)"
description: "Note This topic gives you information about how to create a sales order in the new Sales orders (SO30100S) window. This task file is based on a window under construction, and new functionality will be added continuously. Note If you cannot find the functionality you need, you can click on the Open in classic window button to continue modifying the sales order in the Sales orders (SO301000) window."
lang: en
languages:
  en: https://docs.vismasoftware.no/visma-net-erp/help/sales/process-sales-orders/create-a-sales-order-new/index.md
lastmod: 2026-02-23
---

> Documentation index: https://docs.vismasoftware.no/visma-net-erp/help/sales/process-sales-orders/llms.txt


# Create a sales order (new)

Last modified February 23, 2026

> Note This topic gives you information about how to create a sales order in the new Sales orders (SO30100S) window. This task file is based on a window under construction, and new functionality will be added continuously. Note If you cannot find the functionality you need, you can click on the Open in classic window button to continue modifying the sales order in the Sales orders (SO301000) window.


> [!NOTE]
> **This topic gives you information about how to create a sales order in the new [Sales orders (SO30100S)](https://docs.vismasoftware.no/visma-net-erp/help/sales/sales-windows/sales-orders-so30100s/index.md) window. This task file is based on a window under construction, and new functionality will be added continuously.**

> [!NOTE]
> If you cannot find the functionality you need, you can click on the **Open in classic window** button to continue modifying the sales order in the [Sales orders (SO301000)](https://docs.vismasoftware.no/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/index.md) window.

1. Go to the [Sales orders (SO30100S)](https://docs.vismasoftware.no/visma-net-erp/help/sales/sales-windows/sales-orders-so30100s/index.md) window.
1. The **SO** order type i selected by default. You can change it to one of the other supported order types.

    > [!NOTE]
    > currently, this window only supports order types **SO**, **CS**, **IN** and **QT**, and order types based on these order templates.
1. In the top part:

    1. Select the customer in the **Customer** field.
    1. Check the location of the customer on the order, and change it if needed.
    1. Check the date of the order, and change it if needed.
    1. In the **Requested on** field, specify the date when the customer wants to receive the order.
    1. Optional: in the **Customer order** field, you can enter the reference number of the original customer document that the sales order is based on.
    1. Optional: in the **External reference** field, you can enter an external reference number for the sales order.
    1. Check the **Ship via** code for the customer, and change it if needed.
    1. Does the **Ship via** code have the **Manual** freight calculation method?

        + If yes, specify the **Freight cost** in the **Totals** tab.
        + If no, continue to step **i**.
    1. Optional: provide a brief description for this sales order in the **Description** field.
    1. Optional: you can add key information about the document in the **Notes** field.
    1. Notice the non-project code that is shown in the **Project** field, and select a particular project if this order is associated with the project.
1. On the **Delivery settings** tab:

    1. Check the delivery contact and address and change the fields if needed.
    1. Check the delivery information and change the fields if needed.

        > [!NOTE]
        > if the **Scheduled shipment** field is automatically set to a date earlier than the current business date, it will be updated automatically to today's business date after you save the order.
1. On the **Order lines** tab, for each item you want to add to the sales order, perform the following steps:

    1. Start typing the item ID or item description in the **Find items** field, or click the search icon in the **Find items** field. In the items list that appears, click the line of the item you want to add.
    1. Notice the **Available for shipping** column. The quantity shown as available for shipping is based on the default shipping warehouse set for the item. If the quantity available for shipping is zero, a warning icon ![Warning](https://docs.vismasoftware.no/media/visma-net-erp/16_Warning.png) will be displayed.
    1. In the **Quantity** column, specify the requested quantity of the item (measured in the default unit of measure shown in the UoM column) and press **Enter**.
    1. If needed, enter or update the price for the order line in the **Unit price** column and press **Enter**.
1. If needed, change the status in the top part of the window. You can also change the status after saving.
1. Click ![Save](https://docs.vismasoftware.no/media/visma-net-erp/Icon-24-save.png).




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[View this page](https://docs.vismasoftware.no/visma-net-erp/help/sales/process-sales-orders/create-a-sales-order-new/)