Create Sales Order

Create a new sales order by entering a customer, document details, and one or more line items. Orders can also be created automatically when a Sales Quotation is converted. The form opens as a full-page document editor. All orders start in Draft status.

Accessing the Page

From the Sales Orders list, click New Order, or navigate directly to /commerce/sales/orders/new.

Orders can also be created from an Accepted Sales Quotation using the Convert to Order action on the quotation detail page.

Form Overview

Section	Description
Document Header	Customer, dates, addresses, payment terms, pricing, and reference fields
Line Items	Editable table of products, quantities, prices, and tax categories

A footer bar at the bottom contains the Create Order and Cancel buttons.

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Document Header Fields

Field	Required	Type	Description	Default	Validation
Customer	Yes	Entity select	Business partner for this order	—	Must select a customer; partner on hold blocks submission
Date	Yes	Date	Document date	Today	—
Delivery Date	No	Date	Expected delivery date	—	—
Customer PO #	No	Text	Customer’s purchase order reference number	—	—
Currency	Yes	Select	Document currency	Company default currency	3-letter ISO code
Payment Terms	Yes	Entity select	Payment terms for this order	Customer default	—
Price List	Yes	Entity select	Price list applied to line items	Customer default	—
Contact	No	Entity select	Customer contact person	Customer primary contact	—
Billing Address	No	Entity select	Billing address from the customer	Customer default billing address	—
Shipping Address	No	Entity select	Shipping address from the customer	Customer default shipping address	—
Sales Person	No	User select	Sales person responsible for this order	—	Active users only
Reference	No	Text	External reference number	—	—
Remarks	No	Textarea	Order remarks	—	—
Disc %	No	Number	Document-level discount percentage	0	0–100

Selecting a Customer auto-populates Payment Terms, Price List, Contact, and Addresses from customer defaults. These can be overridden.

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Line Items

Column	Required	Description	Validation
Item	Yes	Item code — typeahead from item master	Must select an item
Description	No	Line-level description	—
Warehouse	Yes	Warehouse for this line	Must select a warehouse
Qty	Yes	Quantity ordered	Must be greater than 0
Unit Price	Yes	Price per unit	Auto-populated from price list if available
Disc %	No	Line-level discount percentage	0–100
Tax Category	Yes	Tax category for this line	Must select a tax category
Tax Amount	—	Computed tax	Read-only
Price After Disc.	—	Unit price minus line discount	Read-only
Line Total	—	(Price after discount × Qty) + Tax	Read-only
Notes	No	Line-level notes	—

A document totals footer shows: Total Quantity, Subtotal, Discount, Tax, and Grand Total.

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Validation Rules

Rule	Behavior
Customer required	Submission blocked until a customer is selected
Payment Terms required	Submission blocked until payment terms are selected
Price List required	Submission blocked until a price list is selected
At least one line	Submission blocked if no line items exist
Quantity positive	Each line must have a quantity greater than 0
Warehouse required per line	Each line must have a warehouse selected
Tax category required per line	Each line must have a tax category selected
Partner on hold	Submission blocked if the selected customer is on hold
Price list masked	If the price list is outside your access scope, financial fields are hidden
Price list change dialog	Changing the price list prompts to update or keep current line prices

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Post-save Behavior

After the order is created successfully:

• The order is saved with status Draft.
• You are redirected to the Sales Order Detail page.
• A success notification confirms creation with the document number.

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Common tasks

1. Click New Order from the Sales Orders list.
2. Select the Customer — payment terms, price list, and addresses are auto-filled.
3. Optionally set a Delivery Date and Customer PO #.
4. Add line items with item code, quantity, and pricing.
5. Click Create Order to save the draft.

Permissions & system behavior

• Creating orders requires the canCreateSalesOrder permission.
• Orders created from quotation conversion carry over all line items, pricing, and header fields from the source quotation.

Related Pages

• Sales Orders — List all orders
• Sales Order Detail — View and act on an order
• Edit Sales Order — Edit a draft order
• Sales Quotations — Source quotations for orders
• Deliveries — Create deliveries from released orders