Create a New Sales Order (S.O.)


A Sales Order is a form that settles an agreement between a company and a customer. A Sales Order can handle back orders and partial invoicing so it is useful when a customer orders goods or services that will not be available immediately. Service-based companies can use Sales Orders internally as work orders. A Sales Order does not effect inventory.

  • From any page in ZarMoney, hover over the Customers tab and select New Sales Order from the drop down menu. 




To enter a new Sales Order for a specific customer:


  • From the customers Transactions screen, hover over Add a new... and select Sales Order.
  • The customer information will already be filled in. The description and price of items/services being quoted must be entered.