# Create Sales orders

##### Create Sales Orders has been updated to improve sales order management and provide better control over customer records, order details, quantities, prices, taxes, discounts, and related sales information, while making it easier to track sales activities and maintain accurate records.

##### **Find Sales orders** 

From the menu **Sales** → **Sales Orders** , use this option to search Sales Orders, view order details, and create a new Sales Order.

[![Screenshot_44.png](https://kb.easifycloud.com/uploads/images/gallery/2026-04/scaled-1680-/screenshot-44.png)](https://kb.easifycloud.com/uploads/images/gallery/2026-04/screenshot-44.png)

##### **Add New Sales orders**

Click **Add New Sales** Order to create a new Sales Order for a customer and enter the required order details.

[![Screenshot_32.png](https://kb.easifycloud.com/uploads/images/gallery/2026-04/scaled-1680-/screenshot-32.png)](https://kb.easifycloud.com/uploads/images/gallery/2026-04/screenshot-32.png)

##### **Creating Sales Order**

- Select **Customer ID** from the dropdown list to choose the customer you want to create the Sales Order for.
- Select **CUR** to choose the transaction currency, such as **USD, EUR, or SAR**.
- Enter **XR** (Exchange Rate) if the selected currency is different from the company’s main currency.
- Select the **Invoice Date** to choose the invoice date and time using the calendar option.
- Make sure all required fields marked with a red asterisk **(\*)** are completed.
- Click **Create Sales Order** to save the order and continue to the next step.

[![Screenshot_33.png](https://kb.easifycloud.com/uploads/images/gallery/2026-04/scaled-1680-/screenshot-33.png)](https://kb.easifycloud.com/uploads/images/gallery/2026-04/screenshot-33.png)**Example Creating Sales Order**

[![Screenshot_34.png](https://kb.easifycloud.com/uploads/images/gallery/2026-04/scaled-1680-/screenshot-34.png)](https://kb.easifycloud.com/uploads/images/gallery/2026-04/screenshot-34.png)

**Next Step :**

This is a confirmation message from the system.  
It asks if you want to create a new Sales Order.

Click **Yes** to continue.  
Click **No** to cancel.

[![Screenshot_35.png](https://kb.easifycloud.com/uploads/images/gallery/2026-04/scaled-1680-/screenshot-35.png)](https://kb.easifycloud.com/uploads/images/gallery/2026-04/screenshot-35.png)

##### **Sales order**

- Check **Order Details** to review the customer name, order number, and invoice type.
- Check **Financials** to review currency, exchange rate, discount, tax, and total amount.
- Check **Administration & Sales** to review salesman, branch, bank, and created by details.
- Check **Logistics & Notes** to review shipping terms and any notes.
- Check **Approved** to see if the order is approved or still pending.
- Click **Print** if you want to print or save a copy of the Sales Order.
- Update any required information if changes are needed.
- Click **Update Sales Order** to save all changes.

[![Screenshot_36.png](https://kb.easifycloud.com/uploads/images/gallery/2026-04/scaled-1680-/Mjdscreenshot-36.png)](https://kb.easifycloud.com/uploads/images/gallery/2026-04/Mjdscreenshot-36.png)

##### **Goods** 

- Click **Part Code / Part Number** to choose the item you want to sell. You can select from the list or use the search icon to find the item.
- Check **Available QTY** to see how many pieces are currently in stock.
- Enter **QTY** to type the quantity the customer wants to buy.
- Enter **Unit Price** to set the price for one item.
- Enter **Discount** if you want to give a discount for that item.
- The system will automatically calculate: 
    - **Net Amount**: Price after discount
    - **Tax**: Tax amount for the item
    - **Gross Amount**: Final total for that row
    - **Grand Total**: Total amount for all items
- Click **+ Add Rows** if you want to add more items.
- Click **Save** to save the entered items.
- Click **Delete** if you want to remove an item row.

[![Screenshot_37.png](https://kb.easifycloud.com/uploads/images/gallery/2026-04/scaled-1680-/screenshot-37.png)](https://kb.easifycloud.com/uploads/images/gallery/2026-04/screenshot-37.png)

**Example Creating Goods**

[![Screenshot_38.png](https://kb.easifycloud.com/uploads/images/gallery/2026-04/scaled-1680-/screenshot-38.png)](https://kb.easifycloud.com/uploads/images/gallery/2026-04/screenshot-38.png)

#####  **Search & Results** 

- Choose the **Warehouse** & **Bin Location** to select the specific stockroom or shelf where you want to search.
- Select the **Purchase Order Status** to filter items based on their status (for example: Invoiced or other available statuses).
- Type the **product name** or **Part Code** in the search field to find the required item.
- Keep the **Search Condition** set to “Equal” to ensure an exact match result.
- Click the **Search** button to display the matching products at the bottom of the screen.
- Click the **Reset** button if you want to clear all fields and start a new search.

[![Screenshot_39.png](https://kb.easifycloud.com/uploads/images/gallery/2026-04/scaled-1680-/screenshot-39.png)](https://kb.easifycloud.com/uploads/images/gallery/2026-04/screenshot-39.png)

##### **Review Results Search**

- Select your items from the right side where you will see checkboxes. Tick the box next to the item(s) you want to add. A selected item will be shown with a blue checkmark.
- Check the details before adding the item by reviewing the Part Number (the unique product code), Warehouse & Bin Location (exact storage location of the item), and Purchase Order Status (confirms if the item is ready such as Invoiced).
- Add the items to the order by clicking the “Add to Order” button. You can use either button available.
- Use navigation options if many items exist, such as changing the number of items per page or moving between pages to find the required items.

[![Screenshot_40.png](https://kb.easifycloud.com/uploads/images/gallery/2026-04/scaled-1680-/screenshot-40.png)](https://kb.easifycloud.com/uploads/images/gallery/2026-04/screenshot-40.png)

##### **Selected Items**

- **Unit Price**: Check the displayed price (e.g., 70,309.08) and confirm it is correct.
- **Discount**: Enter a discount amount if you want to reduce the price.  
    QTY: Confirm the quantity is correct (e.g., 1).
- After confirming the details, you can use the available action buttons. Update is used to save any changes made to price or discount.
- **Unselect** removes the checkmark from the selected item.
- **Delete** removes the item completely from your selection.
- For **exporting** or closing the screen, use the available options. Export (Blue Dropdown) allows you to download the data as a file. Cancel closes the window without adding the item.
- **Export** means taking the data shown on the screen and saving it into an external file such as Excel, PDF, or Copy format.

[![Screenshot_41.png](https://kb.easifycloud.com/uploads/images/gallery/2026-04/scaled-1680-/screenshot-41.png)](https://kb.easifycloud.com/uploads/images/gallery/2026-04/screenshot-41.png)

##### **Final Goods** 

- Review the selected product information such as **Part Number**, **description**, and **location**. Make sure all details are correct before proceeding.
- Verify the **price**, **quantity**, and any applied **discount** to ensure they match the required values.
- Confirm the **Quantity** entered is correct and available in stock.
- Perform a final check by reviewing the total price and tax calculations, and make sure all selected items and values are accurate before continuing.

[![Screenshot_42.png](https://kb.easifycloud.com/uploads/images/gallery/2026-04/scaled-1680-/screenshot-42.png)](https://kb.easifycloud.com/uploads/images/gallery/2026-04/screenshot-42.png)

##### **Services**

Select the Item by clicking on Part Code / Part Number to choose the item. You can select it directly from the list.  
Check Stock by viewing the Available QTY to see how many items are currently in stock.

The system will calculate **automatically**:

- **Net Amount**: Price after discount
- **Tax**: Tax amount for the item
- **Gross Amount**: Final total for the row
- **Grand Total**: Total for all items

Manage Rows

- Click + **Add Rows** to add more items
- Click **Delete** to remove an item row
- Click **Save** to store all entered items

[![Screenshot_46.png](https://kb.easifycloud.com/uploads/images/gallery/2026-04/scaled-1680-/screenshot-46.png)](https://kb.easifycloud.com/uploads/images/gallery/2026-04/screenshot-46.png)

##### **Upload File**

You have two options to add a new file

- You can click the “**Upload File**” tab
- use the “**Take Photo**” tab to capture an image using your device.
- Click the “**Browse Files**” button in the center of the screen. A window will open where you can select a document or image from your computer.
- Once the file is uploaded, it will appear in the list at the bottom.
- You will be able to see the file details such as:  
    **Name** (for example: steptwo.png), **ID** (the unique identification number), and **UUID** (the system-generated code for the file).

On the right side under Actions, you can manage the file using the **available buttons**:

- **View** to open and preview the file without downloading it.
- **Download** to save the file to your device.
- **Delete** to remove the file from the system.



[![Screenshot_51.png](https://kb.easifycloud.com/uploads/images/gallery/2026-04/scaled-1680-/screenshot-51.png)](https://kb.easifycloud.com/uploads/images/gallery/2026-04/screenshot-51.png)

##### **Search Sales Orders** 

- Enter **SO ID, QO ID, Part Number, date, or branch** depending on what information you have to start your search.
- Enter **SO ID** if you know the sales order number.
- Enter **QO ID** if you are searching from a quotation.
- Enter **Part Number** to find orders that contain a specific item.
- Choose **Branch** to filter results by a specific location.
- Select **Approved** Status to show only approved or not approved orders.
- Set **Has Job Cards** if you want to filter orders that are linked to job cards.
- Select **Order By** to define how the results will be sorted (for example by date or ID).
- Select **Order Direction** to choose the sorting order (newest first or oldest first).
- Choose **Date Field** to select which date type you want to search by (created date or updated date).
- Enter **Date Condition** to define the filter type (equal, between, before, after).
- Enter **Date & Time From** and **Date & Time To** to search within a specific time range.
- Enter **Limit** to define how many results you want to display.
- Click **Search** to display the results.

[![Screenshot_47.png](https://kb.easifycloud.com/uploads/images/gallery/2026-04/scaled-1680-/screenshot-47.png)](https://kb.easifycloud.com/uploads/images/gallery/2026-04/screenshot-47.png)


##### **Search results**

- Click **SO ID** to open or move to the sales order details.
- **Export** means taking the data you see on the screen and saving it into an external file (usually an Excel or PDF file or Copy ).

[![Screenshot_48.png](https://kb.easifycloud.com/uploads/images/gallery/2026-04/scaled-1680-/screenshot-48.png)](https://kb.easifycloud.com/uploads/images/gallery/2026-04/screenshot-48.png)