> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.claruswms.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Create a Sales Order

> Create sales orders step by step, from entering order details and adding product lines to processing picks and completing fulfilment.

## Creating a Sales Order

Sales orders are essential for booking goods out and ensuring your order is correctly prepared for dispatch.

<Steps>
  <Step title="Navigate to Sales Order">
    On the left-hand menu, click **Goods Out** then **Sales Order**. Click **+New** to open a new sales order screen.
  </Step>

  <Step title="Enter sales order details">
    The sales order screen has two sections: the **top section** for administrative details and the **bottom section** for order lines. Complete the following fields:

    * **Reference**: Enter the product reference for your sales order.
    * **Expected Date of Dispatch**: Select the expected dispatch date (and time if needed).
    * **Account**: Choose an account from the dropdown list.
    * **Warehouse**: Select the warehouse linked to the account.
    * **Customer**: Choose the customer from the dropdown list.
    * **Carrier**: Select a carrier for the order.
    * **Goods Out Bay**: Automatically fills once you choose an account.
    * **Pick Reference**: Optional extra reference field.
    * **Load Reference**: Add any additional information here.
    * **Notes**: Add notes that will appear on the dispatch note.
    * **Delivery Address**: Enter or select the delivery address.
  </Step>

  <Step title="Add order lines">
    Scroll to the **Order Lines** section:

    * **Product**: Select the product from the dropdown list.
    * **Available Stock**: Displayed once a product is selected.
    * **Quantity**: Enter the quantity needed.
    * **Remove**: Use this to remove a product if no longer needed.
    * **Save**: Click to save the product to the order.

    You can add up to **5 products** initially. Click **Add Line** or **Add 5 Lines** for more.
  </Step>

  <Step title="Review and finalise">
    Your new sales order will appear in the **Sales Orders** screen with a status of **Pending**.
  </Step>

  <Step title="Save and process picks">
    Select **Save and Process Picks** when you are ready. The sales order status will change to **Allocated**, and a pick list will be generated.
  </Step>

  <Step title="Review the summary">
    After processing, a **Summary Section** will appear below the order lines with a detailed summary of the sales order.
  </Step>

  <Step title="Complete the sales order">
    Once the pick list has been completed, the sales order status will update to **Completed**.
  </Step>
</Steps>