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Help Document

Sales Order

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 wants to purchase.


Top ↑

Creating a Sales Order

Follow the steps below,

  • Go to Navigation Panel > Sales > Sales Order.
  • Click Add New Sales Order.
  • Enter the required fields ( * ).
    • 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.
    • Select the Product or Service included in the purchase order.
    • Enter the Quantity of the item.
    • You may change the Rate and the Amount of the item.
    • If there's a discount, select Percent and input the amount of discount.
  • 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.
  • Click Bulk Action and click Approve.
  • A confirmation modal will appear, click OK.
  • To reject a sales order, check the row of the sales order, click Bulk Action and click Reject.
  • A confirmation modal will appear, click OK.


Printing Sales Order
  • Click the cog button of the sales order row and click Print.
Print Sales Order Option

Set a number format for Sales Order number.

  • Go to Default Settings and head to System Preference tab.
  • Click the View icon and select the number format you want.
  • Click Save Changes.

Set a numbering setting for Sales Order number.

  • Click the View icon and select the numbering setting you want.
  • Click Save Changes.


Creating an Urgent Sales Order
  • First, enable the tagging of urgent for a Sales Order transaction in the Default Settings.
    • Head to Company Setup > Default Settings, click System Preferences tab and enable the urgent tagging.
    • You may set here the number of days of interval for a new urgent Sales Order to be created.
    • You may also set the number of items that can be added in an urgent Sales Order.
  • Once enabled, a checkbox will be displayed in the Sales Order form.
  • Mark the checkbox to tag the Sales Order as urgent.
Note:
You can only create an urgent Sales Order once per day per customer.


Canceling a Sales Order

To cancel a sales order,

  • Mark the sales order row.
  • Click Bulk Action and click Cancel.
  • A confirmation modal will appear.
  • Mark the checkbox if you want to recycle the Sales Order number upon cancelling.
  • Click OK.
Note:
  • Only Sales Orders that are not yet assigned can be canceled.


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