--- title: How can I create a Sales Order directly from the customer page? description: Here are the steps to quickly generate a new Sales Order for a customer right from their profile in ERP. --- [Skip to content](https://support.digitbridge.com/digitbridgeclientknowledgebase/how-can-i-create-a-sales-order-directly-from-the-customer-page#main-content) English Show submenu for translations [More support](https://support.digitbridge.com/digitbridgeclientknowledgebase/kb-tickets/new?hsLang=en) ![white-logo-db.png\]](https://support.digitbridge.com/hs-fs/hubfs/white-logo-db.png?height=50&name=white-logo-db.png) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://support.digitbridge.com/digitbridgeclientknowledgebase/kb-tickets/new) - Go to digitbridge.com Go to digitbridge.com Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [DigitBridge Knowledge Base](https://support.digitbridge.com/digitbridgeclientknowledgebase?hsLang=en) 2. [Sales](https://support.digitbridge.com/digitbridgeclientknowledgebase/sales?hsLang=en) 3. [Sales Order](https://support.digitbridge.com/digitbridgeclientknowledgebase/sales?hsLang=en#sales-order) # How can I create a Sales Order directly from the customer page? ## Here are the steps to quickly generate a new Sales Order for a customer right from their profile in ERP. To streamline the order creation process, you can generate a Sales Order directly from the Customer page in ERP. This allows you to bypass the need to manually search for the customer again within the Sales Order module. **Steps:** - In **ERP**, go to **CRM \> Customers**. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Aug-15-2025-09-34-23-0908-PM.png?width=670&height=335&name=image-png-Aug-15-2025-09-34-23-0908-PM.png) - Locate and click on the **existing customer** for whom you want to create an order using the [sort and filter tools](https://support.digitbridge.com/digitbridgeclientknowledgebase/how-do-i-use-the-sort-and-filter-tools?hsLang=en). Click **Apply**. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Aug-15-2025-09-34-46-0327-PM.png?width=670&height=223&name=image-png-Aug-15-2025-09-34-46-0327-PM.png) ***Tip:** You can do this for a new customer you just added. However, you need to save that new customer to the system first.* - On the **Customer Management** screen, click the **Actions** dropdown. - Select **Create Sales Order** from the dropdown options. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Aug-15-2025-09-36-38-8083-PM.png?width=670&height=221&name=image-png-Aug-15-2025-09-36-38-8083-PM.png) - You'll be taken to the **Sales Order Management** screen in Add mode, with the customer information already populated. - Add SKUs to the Sales Order and make any necessary adjustments. - When you're finished, click **Save.** **![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Aug-15-2025-09-37-26-8020-PM.png?width=670&height=253&name=image-png-Aug-15-2025-09-37-26-8020-PM.png)** - Click **Yes**. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Aug-15-2025-09-37-55-0900-PM.png?width=451&height=170&name=image-png-Aug-15-2025-09-37-55-0900-PM.png) This feature can also be used immediately after creating a new customer, making it easy to start an order workflow from the same screen. - 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