To create a new order from the web version, you need to access the “Orders” menu. Once inside, you will see the “Add” option in the top right corner of the screen.

You will access the order creation screen, where you will need to complete the following fields:

Order details:

Reference: code or name used to identify the order.

Validity: deadline for the order to be valid, if applicable.

Status: stage of the process the order is in (draft, submitted, pending approval or won).

Owner: the Sage Sales Management user responsible for this order.

Comments: space to add specific descriptions about the order.

Account: if the order is linked to an account, it can be associated here.

Contact: person linked to the account related to the order.

Opportunity: if the order comes from an opportunity, it can be specified here.

You can add all the products included in the order. To do so, you have two options:

1. Using the “Add product” button

A pop-up window will display all product folders, allowing you to browse and select the products and quantities you need.

From here, you can see the product image, name, a brief description and, on the right, the product price, stock quantity and the “plus”/“minus” buttons to select the quantity.

2. Using the “Select product” search bar

Available at the bottom of the “Lines” section, it allows you to add products directly. By entering part of the product name, all matching results will be displayed.

From both options, the product will be added as a line and you will be able to edit all its information: product quantity, price, name, complete additional fields or even add line discounts that will apply only to that product. You can add up to four discounts per product.

In addition to line discounts, by clicking the dropdown next to “Subtotal”, you can add up to four global discounts that will apply to all products included in the order.

If you need to remove a product, select it and click “Delete”.

To create a new order from mobile, go to the “Orders” menu. You will access the list of all orders and you will also have the option to create a new one. Please note that the location of the creation button may vary depending on the device.

Next, complete all the information fields related to the order: reference name, status, validity, owner, account, etc.

From the order creation screen, you can also tap on “Add product” to include all the products you need.

All products will be displayed, classified and organised according to the configuration in the “Products” menu.

You can add products by tapping the “plus” icon on the right side of each product’s name and description. You will also be able to specify the number of units to add to the order.

You will then see the product added to the order details. If needed, you can add discounts, comments or any relevant information to the order.

Once all information is completed, click “Create”/“Done” to confirm the process.

If price lists are configured in the system, when adding an order you can select which price list applies.

Once selected, the system will automatically recalculate, in the order you are creating, the unit prices and discounts for the lines affected by the selected price list.