In this tutorial you get a quick overview on how to create a sales order in Akti. Go through the following steps.
1. Open the Sales Orders submenu in the Orders & Deliveries module.
2. Click on to add a new order.
You can also create a new order via "Quick add" and then "Order".
A screen will open in which you can create the order.
An order consists of 4 parts. To create the order in the best possible way, we recommend you to create the various fields in these sections in the following order:
- The order header (more details).
- The settings of the order (more details). Click on the arrow on the right to open the settings.
- The main body of the order (more details).
- Notes (more details). Once again, click on the arrow on the right to open the Notes.
For a detailed description, please refer to the relevant manuals on how to do this for an invoice. These follow the same pattern.
- Fill in as many Settings as possible in your Akti account.
- Fill in as many Sales order settings as possible.
- In the customer data, fill in at least the following fields: the VAT number, the VAT regime, the default VAT rate, the payment term, the language for the documents and the Account Manager.