- [Narrator] Depending on your business,
you may not be using quotes.
You may go directly to a sales order.
Let's add a sales order directly.
We have that order to the Indianapolis store as an example.
We'll add the order
by first of all getting out of opportunity,
and so I'm going to update this,
and I'll hit Okay and it goes away.
And I'm going to go over here.
We can actually get it by CRM and I can do it here.
Or, I can go a little further down,
and it's under Sales, Sales Order.
And there it is.
And with a blank one, what you start with
is adding a customer, so I'm going to do C314,
and I can pick up Huli Pizza Company again.
Here is primary 1182. All good.
Nova Aloha's going to be our contact person.
We have a reference number for this one of IT1011.
IT1011.
Okay. And we have a delivery date.
And, like I said earlier,
this may be a target date of your delivery,
but often it's going to be the day
that you need to get it shipped out.
I'm going to try to ship this out today
because they really want it fast.
So I'm going to put seven, seven in there,
and it was so big, it popped up two attachments.
So we're going to click back onto contents here.
All right, and now we're going to start putting in items.
Now notice this time, because we don't have any items yet,
it didn't give us any warning about updating the items,
'cause like I said, we don't have any items yet.
Now we're going to put in the items,
and we want, in the content tab, 10 white tablets,
so I'll put a Z, and there's the white tablets.
Quantity is one right now,
and I'm going to make that 10.
Unit price, that's correct.
Total. Correct.
You come down here and we've got our tablets.
Now we're going to make sure we get these out on time,
so we want to make sure they get there on time.
So in logistics, we're going to change a few things.
First of all, we're going to be sending these FedEx Overnight.
This time it asked me over for that,
but, see the ship to here?
We're not going to corporate this time.
So we'll change this one to Indianapolis.
And update the existing rows? Yes.
And now it's going to the correct address.
I'm also going to estimate the freight.
So I can go down here on the bottom,
and go to the link to the freight.
And I'm going to say that it's,
oh, let's say it's 60 bucks and I'll update that.
And I'm going to add into the remarks,
which have nothing because it's not linked to anything.
I'm just going to put in here, split order
for direct overnight ship.
This order is done, but I'm not going to click Add yet.
I want Nova's approval first.
And to deal with that,
let's look at another issue.