Manufacturing Insights

An ERP blog from MAX

Tips & Tricks Tuesday: How to Quickly Create a Sales Order

Posted by MAX on May 19, 2015 10:30:00 AM

Exact MAX Tips & TricksDo you know what the quickest way is to create a Sales Order or Credit Memo?


Here's how...


Open a new Sale Order or Credit Memo with a double click and a control key:

  1. Double click on the Sales Order shortcut in the Sales Order Entry control panel-shortcuts window to open the Sales Order form.
  2. Then enter Ctrl+U to create a new Sales Order or enter Ctrl+R to create a new Credit Memo.

If you don't have a shortcut for Sales Order Entry, here's how to add one:

  1. Right click in the Sales Order Entry control panel-shortcuts window.
  2. Under activities, click the checkbox next to Sales Order Entry.
  3. Click OK.

Exact MAX Sales Orders

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Topics: Front Office, Exact MAX, Tips & Tricks Tuesday

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