Quotes and Orders
Create and manage the evolution of your orders
By Jon1 author14 articles
Create and manage orders
Learn how to create orders, add products and shipping addresses, edit details, and find the records you need.
- What is an order?
- How to add orders?
- Add products to an order
- How to edit an orderLearn how to edit an order in Sage Sales Management on the web, Android, or iOS and save your changes.
- How to Add a Shipping Address to an OrderLearn how to add a shipping address when editing an order in Sage Sales Management and save it for future use.
- How to filter or search for orders?
Amounts and settings
Review your order amounts and learn how taxes, transport costs, and decimal settings work.
- Sales Order financial summaryThe new Sales Order financial summary provides a clearer and more structured overview of the main financial amounts within sales orders.
- Apply discounts to sales recordsApply discounts using amounts or percentages in quotes and orders, either at document level or product line level, and automatically view their impact on calculated totals.
- Tax management in Sage Sales ManagementThe Core Tax Management feature allows you to manage taxes directly in Sage Sales Management using customer tax profiles, product base tax types and tax calculations within sales documents.
- Managing transport costs in Sage Sales ManagementThe Transport Costs feature allows you to display shipping or transport amounts in sales documents using products configured as transport items.
- Configure decimal places in Orders and ProductsLearn how to configure decimal places in Sage Sales Management for prices, quantities, totals, and numeric fields.