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:
- Sales order
- Delivery note
- Credit note
- Purchase order
Clicking one of the buttons will open the relevant module and you can manually create the desired document.