Create a Sales Order in Dynamics 365

Description: In order to process a card payment for a customer on the Call center, users must first create a Sales order for the customer.

1. Navigate to Modules > Accounts receivable > Orders > All sales orders. 
   
   
   
   
2. Select New.
   
   
   
   
3. Add a customer under Customer account.
   
   
   
   
4. Select OK.
5. Under the Sales order header, make sure that a Mode of delivery is selected.
   
   
   
   
6. In the Sales order lines add a product from the Item number dropdown.
   
   
   
   
7. Scroll down to the Line details section and select Setup.
   
   
   
   
8. Under the Sales tax group section, select NV for Nevada (to populate NV sales tax on your order).
   

   

9. At this point an order is created and is ready for further operations.