Sales Orders
Go to: Sales → Sales Order
Sales orders are confirmed commitments from customers to purchase goods or services.
Creating from Quotation
Click Make → Sales Order on an approved quotation. All line items, pricing, and terms are automatically copied.
Creating Directly
Navigate to Sales → Sales Order and click New to create an order without a prior quotation.
Order Fields
| Field | Description |
|---|---|
| Customer | Select the customer |
| Order Date | Date the order was placed |
| Delivery Date | Expected delivery date |
| Items | Products/services with quantity and rate |
| Payment Terms | Net 30, advance payment, etc. |
| Delivery Warehouse | Source warehouse for stock |
Order Statuses
| Status | Description |
|---|---|
| Draft | Order is being prepared |
| Submitted | Order is confirmed |
| Partially Delivered | Some items shipped |
| Fully Delivered | All items shipped |
| Invoiced | Invoice generated |
| Completed | Payment received, order closed |
| Cancelled | Order was cancelled |
Delivery Schedule
For orders delivered in multiple installments, set up a Delivery Schedule within the sales order to track each planned delivery date and quantity.
Delivery schedules generate separate delivery notes for each installment and help track pending deliveries against the original order.