Go to Income > Sales Orders and click "New," and you will navigate to Order Editor.


Fill the header

  1. Customize a unique order number if you need. 

  2. Set "Date."

  3. Input customer PO number for future reference.

  4. Check "Currency". Your default currency would be here, but you can change whatever you need. 

  5. Select customer. You can click "Add" to create a new customer or "Edit" to update customer information. 


Fill the items

  1. Select product to sell. Click "Add" to create a new product or "Edit" to edit the selected one.

  2. Specify quantity/price/tax of products.

  3. Click "+  Line Item" to add more items. To remove an item, click the trash button in red. 


 


Fill the additional information

  1. Set discount percent if applicable. 

  2. Fill the memo if you have additional notices to your customer. 

  3. Assign a delivery date to mark as this order's deadline.

  4. Input additional delivery address and information if applicable.

  5. Press Save to save and send or just as draft. Pymlo has calculated the total amount for you automatically.