Sales order
Purpose
- Record an accepted order before you deliver or bill. A sales order does not post to the customer balance, bank, or stock.
- Transfer or Copy it to a delivery order, sales invoice, or cash sales when you fulfil it.
- Screen: Sales → Sales Document → Sales Order. New Sales Order or double-click a row.
- There is no live sales-order wizard. Ask “how to create a sales order”. Billing is Bill a customer, or convert on the screen.
Before you start
- The customer exists.
- Optional: convert from a quotation instead of keying again.
- Optional: default sales account on Account Setup.
Create from scratch
- Sales → Sales Document → Sales Order.
- Click New Sales Order (F2).
- Select Customer (required). Set Date (required). Leave Bill No. blank for Next No.
- Fill lines (description, qty, unit price, Account). Optional project, remark, agent.
- Click Save.
Create from a quotation
- Quotation Listing → select the quote → Transfer or Copy.
- Tick Sales Order → Transfer or Create.
- Edit the order. Save.
Convert onward
- On Sales Order Listing, select the order (or orders).
- Transfer or Copy.
- Tick Delivery Order, Sales Invoice, or Cash Sales.
- Click Transfer or Create. Edit. Save.
- Copy can also create another sales order, or a quote, from this order.
Print, email, edit, delete
- Same pattern as quotation: print format plus PDF, envelope (customer email required), double-click to edit, dust-bin to delete, Save As New for a duplicate with a new number.
- Listing filters: Customer, dates, Status (All / Pending / Transfer / Cancelled), Project, keyword search (F9).
If something goes wrong
- Customer still shows nothing owing. Expected until you save a Sales Invoice.
- Stock did not move. Expected. Stock moves on delivery order, invoice, or cash sales.
- Cannot transfer mixed customers. Use Copy, or transfer one customer at a time.