Creating a Sales Order

Go to the ‘Sale Orders’ tab, and click ‘Orders’

Click 'Add New Sales Order'

Once you have loaded the new sales order tab, you will see a new page outlining the key inputs to create a sales order:

As displayed in the sample (above) you can enter:

• Contact: Type & search for the contact that this sale invoice should be issued to, you can also select using the icon to the right, the suitable billing & shipping address

• Date: The date of issue for the sales order

• Contact PO Number: The ‘purchase order’ number (optional) if given

• Sales Order Number: Automatic incremented number for each quote

• Another panel is shown below with:

  • Finalise Stock Action:

    • Don't allocate stock - This will not pre-allocate any stock for this order

    • Allocate stock - This will put an instant hold on any stock available for this order (requires stock sources to be defined for each line)

    •  Negative allocate stock - Does the same as 'Allocate Stock' however will also reserve stock into negative (i.e. stock isn't on hand, but reserves it anyway)
      
      

At least one line item is required for a sales order, you can enter for each line:

• SKU: Stock keeping unit / product code reflecting product to be invoiced

• Description: Basic description of the line item to be invoiced

• Unit Price: The price to be invoiced for the specific line item

• Quantity: The number of units to be invoiced for the specific line item

• Discount %: The unit price percentage discount to apply to the ‘Unit Price’ column

• Available: This shows the stock level OR the stock location selector button. You can select the source location / zone / batch for the stock item (this will save you selecting it later in the process)
  
  
  

Enter any additional information you want to go into the sale quote footer, this will show on the PDF printout (optional)

Once the line(s) have been entered, you can then finish the order by pressing:

• ‘Save’ - Saves the sales order as a draft that can be edited further
  
  

• ‘Save & Finalise’ - Saves the sale order and marks it as finalised, it can no longer be 
  
  
  

Once saved, you can print & share the Sales Order. You can also generate subsequent shipment and sales invoices for the order