MYOB Online Course Videos — MYOB Sales: Creating a Sales Order

Creating a Sales Order is as simple as creating a Sales Quote. Click on Enter Sales and, as MYOB remembers the last data entry you have entered, you will see that you have the Quote Screen.

As per what was done for entering a Quote, you click on the drop down arrow and select Order.

Note that the screen has changed colour and should now be yellow.

A Sales Order is used when the customer has either accepted your Quote or has called to request items to be sent to them. You may need to order these items.

Enter the customer’s name and tab. You will see a screen pop up which advises you that a Quote has already been raised for this customer. If you are not using this Quote, just cancel and continue completing the Order as you would for an invoice or quote.

502110 creating a sales order in MYOB
502110 creating a sales order in MYOB

Video Reference: 502110

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