Create a sales order
/visma-net-erp/help/sales/process-sales-orders/create-a-sales-order
section
2026-02-19T17:09:06+01:00
# Create a sales order
1. Go to the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window.
1. Select **SO** as the order type.
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 currency and the currency exchange rate on the customer document, and change these on the sales order if needed.
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. 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. Provide a brief description for this sales order.
1. On the **Delivery settings** tab, check the ship-to information.
1. Notice in the **Sched. shipment** field the date when the shipment of this order is scheduled; by default, it is the **Requested on** date minus the lead days for this customer. Change the date if needed.
1. In the **Shipping rule** field, notice the default shipping rule used for this customer. Select another rule if needed.
1. On the **Document details** tab, for each item you want to add to the sales order, perform the following steps:
1. Click  in the toolbar and start typing in the **Item ID** field. You can also search for an item by clicking , the **Item lookup** dialog box appears with a list of active stock items.
1. Optional: In the dialog box, select the **Sales after** check box if the item has been sold recently. The **Sales after** field appears with the date that is three months earlier than the current business date; select another date if needed. The list of items is populated with the items that have been sold in this period.
1. Optional: In the dialog box, notice whether the **Show available items only** check box is selected. With this check box selected, you may not see some of the items.
1. Optional: In the dialog box, to find the item by a string in its item ID, description, or alternative item ID, type this string in the **Item** field.
1. Optional: To further narrow the list to items located in a particular warehouse, select the warehouse in the **Warehouse** field.
1. In the resulting list of items, select the line with the information about the item you want to add, and in the **Qty. selected** column, specify the requested quantity of the item (measured in the default unit of measure shown in the **UoM** column). Notice the item availability data (which appears in the columns to the right) for the selected warehouse and make sure that the specified quantity is available in the selected warehouse.
1. Click the **Add and close** button at the bottom of the dialog box.
1. Review the shipping rule for the line. Select another rule if it is needed for this item.
1. Review the date in the **Requested on** column. By default, it is the **Requested on** date specified for the order. Change the date if it is needed for this item and if it complies with the line shipping rule.
1. Review the date in the **Ship on** column. By default, it is the **Sched. shipment** date. Change the date if it is needed for this item.
1. Click .
> [!NOTE]
> The line numbers are assigned automatically and cannot be changed.
1. If the **Lot or serial tracking** functionality is enabled in your system, and you want to specify particular lot or serial numbers for the items listed on the order, execute the following steps on the **Document details** tab:
1. Select a line with the item requiring lot or serial numbers, click **Allocations** in the toolbar. The **Allocations** dialog box opens.
1. In the **Lot/serial no.** column, select one of lot or serial numbers available in the allocation warehouse. Notice as the line quantity changes to 1 in case of the serialised item or to the lot quantity in case of a lot and the **Allocated** check box becomes selected. A new line for the remaining quantity is added. In the new line, select another serial or lot number. Repeat this step until the remaining quantity is zero.
1. Click **OK** to save the allocations and close the dialog box.
1. Clear the **Hold** check box in the top part of the window.
1. Click .
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