---
title: "Create Sales Order - Prerequisites"
slug: "bc-create-sales-order-prerequisites"
updated: 2026-06-25T09:59:03Z
published: 2026-06-25T09:59:03Z
canonical: "docs.staedean.com/bc-create-sales-order-prerequisites"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create Sales Order - Prerequisites

Execute the following setup configuration before running this demo process.

## Sales and receivables setup

Set the default value of the **Qty. to Ship** field at the Sales Order Line to 0 when creating new orders and after posting.

1. Go to **Sales & Marketing** > **Setup** and open the **Sales & Receivables** page.
2. Change the following setup parameter to **Blank**.

![FieldSalesStep1](https://bcdocs.staedean.com/md/en-US/DemoProcesses/Images/ANY_FieldSalesStep1.png)

## **Numbering series setup**

To create a new sales order, define the following numbering series.

1. Go to **Finance** > **Setup** > **No. Series**.
2. The No. Series S-ORD-D must be defined.

![FieldSalesStep2](https://bcdocs.staedean.com/md/en-US/DemoProcesses/Images/ANY_FieldSalesStep2.png)
3. From the **Navigate** group select **Lines** to set the Start and End No.

![FieldSalesStep3](https://bcdocs.staedean.com/md/en-US/DemoProcesses/Images/ANY_FieldSalesStep3.png)

## **Customer data**

In this demo script, a customer is used to create a sales order. To get the best view of the process capabilities, use customer 10000 (The Cannon Group Plc.) with some changes in the **Customer** card.

1. Go to **Sales & Marketing** > **Sales** > **Customers**.

![FieldSalesStep4](https://bcdocs.staedean.com/md/en-US/DemoProcesses/Images/ANY_FieldSalesStep4.png)
2. Expand the **Invoicing** fast tab.

![FieldSalesStep5](https://bcdocs.staedean.com/md/en-US/DemoProcesses/Images/ANY_FieldSalesStep5.png)
3. Enter **Customer Disc. Group** LARGE ACC.

![FieldSalesStep6](https://bcdocs.staedean.com/md/en-US/DemoProcesses/Images/ANY_FieldSalesStep6.png)
4. Confirm by selecting the **Ship-To Addresses** button (from the **Navigate** group) that the customer has two ship-to addresses.

![FieldSalesStep7](https://bcdocs.staedean.com/md/en-US/DemoProcesses/Images/ANY_FieldSalesStep7.png)

## Related

- [Create Sales Order](/bc-create-sales-order.md)
- [Create Sales Order - Process](/bc-create-sales-order-process.md)