CAS 303B: How to Sales Order / What "Stage" This is

Creating a Sales Order- For Contractors First starting out an SO, it can be made under your own Odoo account log in. Then click on the sales tab and click on the “Orders” subcategory, then click create. In the customer line enter the contractors account name. Add in the products the contract is getting. Then save and confirm the sale, or you can click “Confirm & Transfer”, if leaving this day. In doing that will bring you to the next page and you create the invoice and get the sales order number. After creating the invoice you’ll come to the page on what you’re trying to invoice. Always leave it marked as you want the “Invoiceable Lines.” Then click on the button that says “Create and View Invoices.” Then you’ll come to the “Invoice” page. Click on Edit, then add the day the product is being taken and then transfer and pay if the customer is taking all of the product or a partial transfer (Start on step 11) if they are only taking some of the product today. You’ll come to the last page that is registering a payment. Send it to the Genius Machine and then Validate.