Create sales orders and customer invoices (Retail essentials)

Important

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Applies To: Microsoft Dynamics AX 2012 R3

This topic describes how to create a sales order for a customer in Retail essentials. This topic also describes how to create, post, and print a customer invoice for products in a sales order.

Create sales orders

To create a sales order, complete the following steps:

1. Click Retail essentials > Customers > All sales orders.

2. On the All sales orders page, on the Action Pane, on the Sales order tab, click Sales order.

3. In the Create sales order form, in the Customer account field, select a customer for the sales order.

   The information from the customer account is automatically added. You can modify this information for the sales order. The customer account is not updated for modifications that you make in the sales order.

4. Complete the remaining fields in the form, and then click OK.

5. In the Sales order form, on the Sales order lines FastTab, enter an item number, quantity, and remaining details for the item.

6. To add products to the sales order, on the Sales order lines FastTab, click Add line. For more information about the fields in the form, see Sales orders (form).

Create an invoice based on a sales order

To create an invoice for products in a sales order that have been delivered to a customer, complete the following steps:

1. Click Retail essentials > Customers > All sales orders.

2. On the All sales orders page, select a sales order.

3. On the Action Pane, on the Invoice tab, click Invoice.

4. In the Posting invoice form, on the Parameters FastTab, in the Quantity field, select All.

5. Select the Posting check box.

6. Make selections in the Print options field group as needed.

7. Optional: Verify totals, tax, and quantities.

   • To view totals for a sales invoice, select an invoice, click Totals, view the information, and then close the form.

   • To view sales taxes for a customer invoice, select an invoice, click Sales tax, view the information, and then close the form.

   • To view or change quantities for a line item, click the Lines tab and select a line. The Update field contains the quantity for the line item that has not been invoiced yet.

8. Click OK. The customer invoice is posted and printed.

See also

Key tasks: Customer invoices