Sales Order

Sales Order Overview 
 A Sales Order is a formal document issued by the seller to the buyer in response to a Purchase Order . It confirms the details of the transaction before goods are delivered. 
 A sales order typically includes: 
 
 Buyer billing information 
 Delivery details 
 Product list and quantities 
 Pricing, taxes, and discounts 
 Payment terms and payment information 
 Shipping charges (if applicable) 
 Additional notes or instructions 
 
 Once the buyer approves the sales order, the seller proceeds with shipping the goods. 
 Sales Order Statuses 
 A sales order can have the following statuses: 
 
 Ordered – Order has been created 
 Partial – Order has been partially fulfilled 
 Completed – Order has been fully processed Step-by-Step: Enabling Sales Orders 
 
 
 Go to Settings . 
 Select Business Settings . 
 Open the Sales tab. 
 
 
 
 
 Enable Sales Order . 
 
 
 Click Update Setting. 
 
 
 
 Step-by-Step: Creating a Sales Order 
 
 Go to Invoice and click on List POS. 
 Click on Sales Orders . 
 Select Add Sales Order . 
 
 
 
 
 Enter all required details such as: 
 
 Customer information 
 Products and quantities 
 Pricing, tax, and discounts 
 Shipping Details 
 
 
 
 Click Save . 
 
 
 Note: Inventory is not deducted when a sales order is created. 
 Step-by-Step: Printing and Sharing a Sales Order 
 
 Open the created sales order.
 
 Click Print .
 
 Share the printed or digital copy with the buyer for approval. 
 
 Step-by-Step: Converting a Sales Order to a Sale 
 Once the buyer approves the sales order, it can be converted into a sale. 
 
 
 Go to Invoice→ Add Sale . 
 
 
 Select the Business Location .
 
 
 
 Choose the Customer .
 
 
 
 Open the Sales Order dropdown. 
 
 
 Select the approved sales order.
 
 
 
 The system will automatically load: 
 
 Products 
 Prices 
 Taxes 
 Discounts 
 
 
 
 Adjust product quantities if needed. 
 
 
 Complete and save the sale.