Introduction on how to add a sales order to Merchanter
Learn how to easily add a sales order to Merchanter and streamline your sales process.
Written by Ian Oldrey
Updated at March 13th, 2025
Table of Contents
Add a sales order to Merchanter
Video 1 - Ways to start a new sales order (1min)
Video 2 - Selecting a customer for a sales order (1:30)
Video 3 - Ways to add products to a sales order (1:30)
Video 4 - Different ways to enter quantity in a sales order (3mins)
Video 5 - Negotiating prices, discounts and order totals in a quote or sales order (3mins)
Video 6 - Adding text lines to sales orders (1min)
Video 7 - Adding milling and value added processing to sales orders (3:30mins)
Video 8 - Setting a stock source to raise a purchase, inter-branch transfer or mill order from within a sales order (4mins)
Video 9 - Document emailing and printing (2mins)
Add a sales order to Merchanter
This article outlines some of the principles and features for adding sales orders to Merchanter