I can create a Sale for Bulk Order

This article will guide you through the process of recording a bulk order sale on your sales page.

Step 1: Start by navigating to the sales page.

Step 2: Click on Add a sale.

Step 3: Select your customer. The customer, site billing entity, port of discharge, and payment terms will be pre-filled based on default settings.

Step 4: Enter the date of validity and end of validity. If necessary, add external comments.

Step 5: Drag and drop photos of the material or any document. Explore other fields for the date of creation, consignee, notify, and advanced payment percentage.

Step 6: The shipment mode will be bulk cargo. Add any terms and conditions that you want to print on the contract.

Step 7: Select the document from the list and specify the quantity for each document.

Step 8: Click on Next.

Step 9: Select your material and specify the name of the material that you want to show on the documents.

Step 10: Enter your estimated quantity and then the minimum quantity. The number of holds is calculated based on the minimum quantity.

Step 11: If required, enter your quantity in a different unit. Enter the tolerance percentage, select your incoterm, and enter your price.

Step 12: If your price is in a different currency, enter the exchange rate. Add an internal note, material description, and the HS code name of the commodity T on the BL.

Step 13: Once everything is done, click on Save to record your sale.

Updated on: 10/03/2025