---
title: "Create Sales Order - Process"
slug: "bc-create-sales-order-process"
description: "Create sales orders in Microsoft Dynamics 365 Business Central with customer-specific pricing, discounts, and inventory checks for efficient order management."
tags: ["Demo"]
updated: 2026-06-25T09:59:03Z
published: 2026-06-25T09:59:03Z
canonical: "docs.staedean.com/bc-create-sales-order-process"
---

> ## 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 - Process

## Process flow

The Create Sales Order process supports the creation of a new sales order in Microsoft Dynamics 365 Business Central, using customer-specific price and discount agreements.

After selecting a customer by number or by searching in the customer list with a search filter at the customer name, enter a delivery date and optionally a delivery address. A sales order header is then created in Microsoft Dynamics 365 Business Central. The order reference can be entered.

Next, create sales order lines by entering the item code, quantity, price, and discount. The process always shows the total order amount and total discount amount.

After entering the quantity of an item, an inventory availability check is performed.

Finally, after entering all sales order lines, an overview of the lines is shown. Lines can be added, changed, or deleted. After confirmation of the lines, the next sales order can be entered.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(246).png)

## Steps - Creating a sales order with lines

> [!NOTE]
> Make sure you have already set up the [prerequisites](/business-central/docs/bc-create-sales-order-prerequisites) for this process.

1. After logging in, select the Create Sales Order menu button.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(247).png)
2. The next page appears. Scan the customer number. For now, use **F6=Search** to find the customer.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(248).png)
3. Enter a search filter to search for the customer and press **F4=OK** to proceed.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(249).png)
4. Select the customer (The Cannon Group PLC) and press **F4=OK**.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(250).png)
5. Enter the Delivery Date and confirm by pressing **F4=OK**. Notice the shipping location is displayed. This default comes from the **Customer** card under the **Shipping** fast tab.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(251).png)
6. Optionally enter a Ship-to Address. Press **F6=Lookup** to view a list.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(252).png)
7. Select Anywhere Mobility Solutions address from the list and confirm with **F4=OK**.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(253).png)
8. After pressing **F4=OK**, a new sales order is created in Microsoft Dynamics 365 Business Central. The order number is generated based on the Number Series S-ORD-D, defined in the mobile process configuration (see connection SLSORDERHEADERCREATE).

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(254).png)
9. The sales order header in Microsoft Dynamics 365 Business Central is created based on the customer master data and the entered data.

> [!NOTE]
> **Note** To see the result in D365 BC, go to **Sales & Marketing** > **Order Processing** > **Sales Orders** and navigate to the last sales order.
> 
> ![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(255).png)
> 
> Double-click on that line, or select edit/view in the ribbon to show the detailed order data. The **Ship-to Code**, address information, and **Shipment Date** are populated with the entered data.
> 
> ![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_FieldSalesStep17.png)
10. Enter the reference field. After pressing **F4=OK**, the system updates the **Your Reference** field (hidden field) of the sales order in Microsoft Dynamics 365 Business Central.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(256).png)
11. New sales lines can now be created.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(257).png)
12. Enter item number 1928-s (or use **F6=Lookup** to get a list of items).

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(258).png)
13. After pressing **F4=OK**, a new sales order line in Microsoft Dynamics 365 Business Central is created with the item number defined.

> [!NOTE]
> **Note** To see the result in D365 BC, go to **Sales & Marketing** > **Order Processing** > **Sales Orders**, navigate to your sales order, and open the card page.
> 
> The **Item number** and **Location Code** are filled in; the **Quantity** is still empty.
> 
> In the Factbox of the Sales Line Details, the availability is shown. This is also displayed on the next page.
> 
> ![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(259).png)
14. Enter the quantity of the item (for example, seven) and confirm with **F4=OK**.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(260).png)
15. After you confirm the quantity, the system updates the current sales order line in Microsoft Dynamics 365 Business Central.

> [!NOTE]
> Note
> 
> To see the result in D365 BC, go to **Sales & Marketing** > **Order Processing** > **Sales Orders**, navigate to your sales order, and open the card page.
> 
> The system now updates the **Quantity** and fills the **Unit Price** and **Line Discount** fields as well. By updating the **Quantity** in the mobile process, the system updates these price and discount fields because of the validation rules of the Sales Line table in Microsoft Dynamics 365 Business Central.
> 
> ![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(261).png)
16. After entering the **Quantity**, the **Net Price** and **Discount %** are defaulted based on the updated sales order line and the customer-specific price and discount list. Change the price and discount as needed.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(262).png)
17. The last step is confirming the entered data. Press **F4=Yes** to confirm, or **F1=No** to change and go back to step 13.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(263).png)
18. Enter another item (for example, 1968-W) to add a new sales line to the order.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(264).png)
19. After pressing **F4=OK**, a second sales order line in Microsoft Dynamics 365 Business Central is created with the item number defined.

> [!NOTE]
> **Note** To see the result in D365 BC, go to **Sales & Marketing** > **Order Processing** > **Sales Orders**, navigate to your sales order, and open its card page.
> 
> The **Item No.** and **Location Code** are filled in; the **Quantity** remains empty.
> 
> ![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(265).png)
20. The item data is displayed. A warning alerts the user that the item is not available at the current moment on location BLUE. Enter the quantity of two and confirm with **F4=OK**.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(266).png)
21. The system presents the price and discount. Confirm these also with **F4=OK** (three times). Notice the total amount and discount are updated.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(267).png)
22. Enter item code 1924-W and confirm again with **F4=OK**.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(268).png)
23. Enter a quantity of two.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(269).png)
24. The current inventory is insufficient and a warning is displayed. Confirm the price and discount.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(270).png)
25. CustomerPress **F7=Check Order** to review the created lines in the process.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(271).png)
26. The following page appears. After selecting one of the lines, the following actions can be performed: **F2=Change Line** to modify or delete a line; **F3=Add Line** to add a new line to the order; or **F4=Order OK** to confirm the order is completed and return to the start of the process (step 2).

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(272).png)

## Steps - F2: Changing or deleting a line

1. Select the first line and press **F2=Change Line**. In the following page, change the quantity to six. Confirm with **F4=OK**.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(273).png)
2. The following page allows you to change the Net Price and discount.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(274).png)
3. After confirming the changes, the check order page is displayed again. Select the last line and press **F2=Change Line**.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(275).png)
4. The next page appears. Press **F2=Delete Line** to remove the line from the order.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(276).png)
5. After removing the line, the order overview is displayed again.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(277).png)

## Steps - F3: Adding a new line

1. Press **F3=Add Line**. The scan item page appears (see step 13).

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(278).png)
2. When no new line should be added, press **F7=Check Order**. The previous page appears.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(279).png)
3. Press **F4=Order OK** to confirm that the order is completed, ending at step 2. Afterwards, press **F1=Back** to leave the process.

## Related

- [Create Sales Order](/bc-create-sales-order.md)
- [Create Sales Order - Prerequisites](/bc-create-sales-order-prerequisites.md)