Overview
A Factory Order can be created from a saved Sales Order – A Sales Order is created for the customer and a Factory Order for Stock is required to make the Part/s ordered by the customer.

Create a New Sales Order for the customer and press F9 to save.

Open a new Factory Order, the client code can be either the customer for the Sales Order or for your Company and ensure that the type is ST = stock or the For Stock box is ticked as this ensures no invoice is required. Enter the previously saved Sales Order number in the area circled in the screen shot below and then click on the Link icon and select the parts to add to the Factory Order, fill in other required fields and press F9 to save.

Create job tickets and activate as usual, the factory order is now linked to the sales order and vis versa.

Opto Software Pty Ltd
Created: 28/10/2025