Create standing orders

Use standing orders when a customer typically places a sales order for the same items and quantities, especially on a regular basis.

Steps

1. In the search box, enter Standing Sales Orders, and then choose the related link.

2. On the Home tab, in the New group, choose New to create a new standing sales order.

3. In the No. field, press Enter to select the next available number. Fill in the Sell-to Customer No. field.

4. Fill in the other fields on the header.

5. Select Item in the Type field for each line and fill in the No. field.

6. In the Quantity field for each line, enter the amount to be ordered.