Create a new Sales Order, click on the Sales Order Item tab and then click New Item

Click Part

This will now change to Stock and the screen will change to show fewer details – enter the Sales Order item details and then press Save Order Item

A popup will then appear stating that stock is available and whether this is to be used to fulfill this order or, if not, a Purchase Requisition is to be raised. Click Yes to use available stock

In the new popup window, tick the box next to the quantity that has just been entered and then press Allocate All

An order acknowledgement can now be printed or emailed and a picking list printed if required

The Despatch Note and/or CofC can now be printed and the parts dispatched to the customer.

If the item is not in stock then a request for the purchase of the part will be created.