How to Create a Sales Order in Business Central

In Business Central, a Sales Order is used when you are selling goods or services to a customer and need to reserve inventory, ship items, and/or invoice the customer. This post will review how to create a sales order in Dynamics 365 Business Central.

1. Open the Sales Orders Page

• Select the search (🔍) icon, type Sales Orders.
• Select Sales Orders from the list.
  

• Click New to create a new sales order.

2. Enter the Sales Order Header Information

• In the Header section at the top of the sales order:
  • Customer Name
    • Select the customer you are selling to.
    • Customer details such as bill‑to address, payment terms, and currency will auto‑populate.
      
  • Posting Date
    • This is the date the transaction posts to the General Ledger.
    • Defaults to today’s date (change if required).
  • Order Date
    • The date the customer placed the order.
  • External Document No.
    • Enter the customer’s Purchase Order (PO) number (recommended for traceability).
  • Salesperson Code(if applicable)
    • Select the salesperson responsible for the order.
      

3. Review Shipping and Billing Information

• Confirm Bill‑to Customer and Ship‑to Address.
• Update the ship‑to address if delivering to a different location.
• Verify Shipment Date if required for scheduling and availability.

4. Add Sales Lines (Items or Services)

• In the Lines section:
  • Type
    • Select one of the following:
      • Item – physical inventory
      • Resource – labor or time
      • G/L Account – non‑inventory charges (freight, misc. fees)
  • No.
    • Select the item, resource, or G/L account.
      
  • Description
    • Automatically fills in but can be edited if needed.
      
  • Quantity
    • Enter the quantity being sold.
      
  • Unit Price
    • Defaults from the item or customer pricing setup.
      
    • Adjust if necessary (if you have permission).
      
  • Line Discount %(optional)
    • Enter any applicable discount.
      

Repeat these steps for each line on the order.

5. Check Inventory Availability (Items Only)

• For item lines:
  • Select the line.
  • Click Line > Item Availability to verify stock levels.
  • Confirm sufficient inventory is available to ship.

6. Attach Supporting Documents (Optional but Recommended)

• Go to Order > Attachments.
  
• Attach:
  • Customer purchase order
    
  • Quote or agreement
    
  • Any supporting documentation
    

7. Review Totals and Taxes

• Review the Subtotal, Tax Amount, and Total Amount.
  
• Ensure tax and pricing are correct before proceeding.
  

8. Release the Sales Order

• Click Release.
• Status changes from Open to Released.
  • Released orders are ready for warehouse processing, shipping, and invoicing.
    

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