Alternatively to creating a new sales order or purchase order in the Sales order/Purchase order modules, you can start the sales or order process or create certain documents from the Master data module.
To start the order or sales process or to create a new document via the contact master data:
-
Select Master data > Contacts
-
Open your contact master data record.
Above your master data you will find the Create new section with the following buttons:
For customers:
-
Offer
-
Sales order
-
Invoice
-
Delivery note
-
Credit note
For suppliers:
-
Purchase order
Clicking one of the buttons will open the relevant module and you can manually create the desired document.