---
title: "Create a Sales Order"
canonical: "https://kb.myframeworks.com.au/space/CO/30521804/Create%20a%20Sales%20Order"
format: markdown
---
# Overview

This document provides step-by-step instructions for creating a Sales Order, a key process in managing customer transactions.

> Macro (include)

> 📝 ## Prerequisites
> 📝 
> 📝 - Customer account exists in Frameworks (or you have permission to create new customers)
> 📝 - You have appropriate permissions for Sales Order Processing
> 📝 - Product information and pricing are up to date in the system

> Macro (include)

## Create the Order

1. Click the **Frameworks Menu** and navigate to **Sales > Transaction Processing > Sales Orders**
2. Click **New** to open the **New Sales Order** window

![image-20260209-024059.png](media://45e39981-c16c-4aa3-9fd4-61703ee5f1ce)

3. In the **Type** field, select **Order **from the drop-down menu
4. In the **Customer** field, begin typing the customer's name or ID and select from the suggested results, or click the **Search** icon to open the **Customer Finder** window

> Macro (include)

5. Complete the quote header details:
  - **Job Number** (optional): Enter or search for a job number if this quote relates to a specific job
  - **Cust Order #** (optional): Enter the customer's order number if required; click the **Edit** icon if customer order number rules are configured
  - **Reference** (optional): Enter an internal reference for the quote
  - **Order Branch**: Defaults to your logged-in branch
  - **Supply Warehouse**: Select the warehouse supplying products
  - **Desp. Method**: Select the despatch method
  - **Date Required**: Enter when this order is required (defaults to next day)
  - **Delivery Date**: Enter the proposed delivery date
6. Enter the delivery address using the **Address Lookup** field (if Addressify is enabled) or manually:
  - **Using Address Lookup**: Begin typing the street address or suburb in the **Address Lookup** field, select the correct address from the dropdown suggestions, and the **Address**, **Suburb/City**, **State**, **Post Code**, and **Country** fields automatically populate
  - **Manual entry**: Click the **Search** icon in the **Deliver To** field to select a saved address, or enter the delivery details manually in the **Address**, **Suburb/City**, **State**, and **Post Code** fields
  - Click **Save Address** to save the delivery address for future use
  - Enter **Contact Name**, **Contact Phone**, and **Contact Email**, then click **Save Contact**
7. Click **Save** to create the quote

<details>
<summary>For more information about the fields available in New Sales Order window, click here.</summary>

> Macro (include)
</details>

### Result

The order is created in Frameworks and the Sales Order Maintenance screen opens, displaying the new order. The order is saved with:

- Order number assigned automatically
- Customer and delivery information saved
- Status set to "Order"

The order is now ready for products to be added.