Streamline your sales order process for organizations

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hi guys Steve from the NetSuite team here this video is going to provide you instruction on how to create a sales order so from our home page going to bring up our client record that we're going to complete the sales order for in this case we need it Peter Smith okay so from Peter Smith's client record go to your create new page click on sales order so this could be for Peter is going to look at ordering a viral pump now we're going to do our ship to select here we have our date which is today's date choose your sales rep scroll down ensure that you have in the classification section your location and your sales channel and marketing territory in their department an opportunity for Australian subsidiaries not required come down to our items in here we're going to put in our item that we want to create on the sales order for the client in this case we're going to do the fire and p320 pump and we just want one there create that for him and we're also going to place in the installation of that pump okay there it's ad and once we've got our products in on the sales order we're going to click Sesay so as it's saving I'll just explain so from here with the sales order obviously if we're looking at on this one in this example that we're going to sell a pump and it for him we would go on to our next service component and schedule a installation tasks for that class customer with that obviously go out and do the job we would fulfill the sales order and then we would invoice the client so in this case we've created the sales order and please refer to the other in fulfilling sales orders and billing sales orders for those details thank you very much