How do I create a new sales order in Sage Intacct?
If you are a business owner or accountant, you may need to create a new sales order in Sage Intacct in order to track and manage customer orders. This is especially important if you are dealing with a large number of orders, as it allows you to keep track of all the details associated with each order, such as customer information, product details, pricing, and payment terms. Knowing how to create a new sales order in Sage Intacct can help you streamline your order management process and ensure that all orders are properly tracked and accounted for.
Grace Everwood
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11 steps
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36 seconds
Sageintacct
1
Go to [https://www.sageintacct.com/](https://www.sageintacct.com/)
2
Enter your username and password and click the “Login” button.
3
Click the “Sales” tab.
4
Click the “Orders” tab.
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Click the “New” button.
6
Enter the customer name in the “Customer” field.
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Enter the order date in the “Order Date” field.
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Enter the order number in the “Order Number” field.
9
Enter the order description in the “Description” field.
10
Enter the order total in the “Order Total” field.
11
Click the “Save” button.