Sales Order

The Sales Order is a vital part of the Accounting System. It is beneficial to record order details for all sales. Under the Sales section, you can see a list of all Sales Orders. You can view the list of all Sales Order under the Sales section. You can add, edit, delete, export, or import a Sales Order.

At the top of the Sales Order page, you'll find the New Sales Order button. The New Sales Order option allows you to create new Sales Order. You can add Sales Order by selecting the New Sales Order button or clicking on the More option to import a list of Sales Order using the XLS or XLSX sheet format.

Figure.01 Sales Order

The following fields are displayed when creating a New Sales Order:

• Customer: Customer name.
• Sales Order Date: Date of Sales Order
• Sales Order Number: Auto generated Sales Order number.
• Expected Shipment Date: Estimated date of shipment.

Figure.02 Sales Order

Click on add item to start adding the items and their details such as description, quantity, price, and discount. In the Advanced section, you can attach a document, fill in extra information in the footer and assign the category for the Sales Order.

After creating a new Sales Order, you can see a list of your Sales Order on the Sales Order home page. A mouse hover on a listed Sales Order reveals the options to show, edit, duplicate, print, download, send or delete.

Click on send options to mark the status as Send, confirm or convert to Invoice.

Figure.03 Sales Order