New Order Pipeline Sales Orders Purchase Orders Builders

LedgerDemain

Home Pipeline New Customers

Sales Orders

New Sales Order

Quick order entry — create order, record deposit, and generate POs in one step.

1. Customer

2. Order Details

Order Date

Expected Date

Order Type

Sales Rep

Ship To

3. Line Items

Add furniture items with specs and builder assignments

Description

Category

Qty

Unit Price

Amount

$0.00

Taxable

Builder

Wood

Stain

Dimensions

Hardware

5. Deposit

Amount

Method

Reference #

Notes

Order Summary

Subtotal (0 items)$0.00

Tax (8.25% on $0.00)$0.00

Total$0.00

Tax Rate %

Auto-generate Purchase Orders grouped by builder