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How to create a Sales Order (ORDER)

This guide explains how to manually create a Sales Order on iEDI.online

  1. Click on "Create sales order" directly from the front page or find the same menu item under "Sales" in the menu bar.
  2. Choose the customer you want to create the order for. It must be an existing customer. If you have not created the customer in the system, do it first.
  3. Select the date of the order
  4. Click submit
  5. On the product line, enter the relevant information on the product(s) the customer wants to order. Click the buttons below the product line to add a new line (product line) or product from your product catalog.
  6. Under the "General" tab you have the option to:
    1. Changing order number.
    2. Change the order date.
    3. Change the status of the order, such as "draft" or "confirmed".
    4. Enter buyer information.
  7. Under the "References" tab you have the option to:
    1. See the order confirmation number and the date when the order was confirmed
    2. Enter requisition (buyer's order number)
  8. On the “Delivery” tab you have the option to:
    1. Choose the method of delivery
    2. Add a note regarding delivery
    3. Add date of delivery
    4. Add package number for tracking the package
  9. Under the "EDI" tab you have the option to:
    1. Add identification number to buyer and invoice recipient. If the buyer is the same who will receive the invoice, simply enter the same identification number.
      The number can be a CVR, EAN, GLN or ILN number.
    2. "Deliveryplace Identification" can be added if the item is to be delivered elsewhere than to the buyer.
    3. Enter the endpoint (which is the place where order confirmations and delivery notes are sent).
      It can for example be a CVR, EAN, ILN or GLN number, but also an email address.
    4. Add a transaction number used to track messages on external networks (eg VANS).
    5. Add a date for when the EDI order was received.
    6. Select EDI profile
      The EDI profile determines how messages are exchanged.
      PEPPOL is the European EDI format for exchange with European companies, and EDIFACT is the International EDI format.

      You have the option of adding notes and attachments to the order at the bottom of the page.
  10. Click the orange "Confirm" button in the upper right to confirm the order immediately, or click the green "save" button to save the order without confirming it.

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