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

1. Go to Settings.
2. Select Business Settings.
3. Open the Sales tab.

4. Enable Sales Order.

5. Click Update Setting.

Step-by-Step: Creating a Sales Order

1. Go to Invoice and click on List POS.
2. Click on Sales Orders.
3. Select Add Sales Order.

1. Enter all required details such as:

   • Customer information
   • Products and quantities
   • Pricing, tax, and discounts
   • Shipping Details

2. Click Save.

Note: Inventory is not deducted when a sales order is created.

Step-by-Step: Printing and Sharing a Sales Order

1. Open the created sales order.
2. Click Print.
3. 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.

1. Go to Invoice→ Add Sale.

2. Select the Business Location.

3. Choose the Customer.

4. Open the Sales Order dropdown.

5. Select the approved sales order.

6. The system will automatically load:

   • Products
   • Prices
   • Taxes
   • Discounts

7. Adjust product quantities if needed.

8. Complete and save the sale.