1. Click on the "+" button next to "Order."

2. Select your customer by using the “Company field.” Type the name of your customer in the search bar. Alternatively, you can click on the dropdown menu to view a list of available customers.

3. Some fields will be automatically filled based on the customer information in the system, such as sales representative, payment terms, and available credit. You can modify these fields if needed.

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4. Add items to your order. You can either search for them by name, Item number or use the drop-down menu.

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5. Once you have selected a product, enter the quantity and click "+Add."

6. The added products will be reflected at the bottom of the screen. Repeat the previous step for each item you wish to add.

7. When you have finished adding all the items to your order, click "Save."

8. A pop-up message will appear with the order number for your new order. Click "Ok."