Sales Orders: Create and edit

This section of Sales Orders covers Create and edit. The pages are listed in the order you'd usually need them.

To…	Go to…
Open a draft order, pick the customer and currency, and let the customer's saved defaults fill in the rest	Create a sales order
Open a sales order's detail page and change its header, customer, addresses, and shipping method	View and edit a sales order
Add, edit, map, replace, reclassify, decorate, and delete the product and revenue lines on a sales order	Manage order lines
Discount lines or the whole order, and add shipping, handling, or other charge lines to a sales order	Add discounts and charges
Annotate a sales order with team notes, organize it with tags, and fill in your business's custom fields	Add notes, tags, and custom fields
End an order's life the right way — close, reopen, revert to draft, cancel, archive, or delete — and know what each does to inventory and accounting	Close, cancel, archive, and delete orders
Convert a draft sales order into a pricing quote, and turn an accepted quote back into an order	Convert between orders and quotes
Link equivalent SKUs, swap stalled order lines to a stocked substitute, and release backorders in bulk	Substitute an out-of-stock product on a sales order