Sales Order is a document created upon receiving a purchase order from the customer indicating the details of the product or service that the
customer want to purchase.
Creating a Sales Order
Follow the steps below,
- Go to Navigation Panel > Sales > Sales Order.
- Click Add New Sales Order.
- A pop-up form will appear.
- Select a Customer who you are creating a sales order for. Click
button to add a new customer.
- Select a Transaction Date. The current date is displayed initially, hence, you can change it.
- Select a Branch.
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Select the Product or Service included in the purchase order.
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Enter the Quantity of the item.
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You may change the Rate and the Amount of the item.
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If there's a discount, select Percent and input the amount of discount.
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Click Save.
Upload Items
Check the Upload Items checkbox for bulk upload of items you want to include to the sales order.
- Click Choose a file to upload the xls file of the items you want to upload.
- Click Download Template to download the right format of the xls file.
- Click Upload Items.
Approving Sales Order
- Mark the checkbox of the sales order row that you want to approve.
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Click Bulk Action and click Approve Level 1.
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A confirmation modal will appear, click OK.
Note:
Go to Company Setup > Default Settings, head to the System Preference tab to enable/disable the approval for Sales Order.
You may also set here the number of approvals for the request to be approved.
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To reject a sales order, check the row of the sales invoice, click Bulk Action and click Reject.
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A confirmation modal will appear, click OK.
Other Action
To cancel a sales order,
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Check the row of sales order.
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Click Bulk Action and click Cancel.
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A confirmation modal will appear, click OK.
Note:
- Only Sales Orders that are not yet assigned can be canceled.