Sales Order
Click on Create:
Buyer Details
Customer*: Select the customer for whom the sales order is being created.
Suppliers
Suppliers: Select the supplier associated with this sales order. Supplier details (name and address) will be displayed.
Price List
Price List: Select the applicable price list (if configured in the system).
Primary Document Details
Type: Select whether the order is for Product or Service.
Billing Type: Select the billing type.
Quotation Number: Select the linked quotation number (if the order is created against a quotation).
Quotation Date: Displays the quotation date (auto-filled if linked with a quotation).
Document Series: Choose the document series under which the sales order will be recorded.
Title: Enter a reference title/name for the sales order.
Delivery Date: Select the expected delivery date of the order.
PO Number: Enter the Purchase Order number (if provided by the customer).
PO Date: Enter the date of the customer’s purchase order.
POC Name: Select/enter the Point of Contact person for this order.
POC Contact No: Enter the contact number of the POC.
Payment Term: Select the agreed payment terms.
Inco Terms: Select the delivery/shipping terms.
Bank Details: Select the bank details for payment (if applicable).
Currency: Select the transaction currency.
Items
Item: Select the product/service to be sold.
UOM (Unit of Measure): Specify the unit of measurement.
HSN/SAC: Enter the applicable HSN/SAC code.
Quantity: Enter the ordered quantity.
Price: Enter the unit price.
Discount: Enter any applicable discount.
Discount Type: Choose whether the discount is % or Fixed.
Tax Classes: Select the applicable tax class.
Total Before Tax: Auto-calculated based on quantity, price, and discount.
Total Tax: Auto-calculated based on selected tax class.
Click + Add Item to add multiple items to the order.
Extra Other Charges
Description: Enter the description of additional charges.
Amount: Enter the charge amount.
Tax: Select tax if applicable.
Total Tax: Auto-calculated based on the applied tax.
Click + Add Item to add multiple charges.
Additional Details
Attachments: Upload related documents.
Attach Signature: Attach authorized signature.
Comment: Add remarks or comments.
Terms & Conditions: Define the terms & conditions applicable to the order.
Actions:
Draft: Click on Draft to save the Sales Order as a draft for later editing.
If in Draft, the Sales Order can be updated.
Submit: Once you click Submit the Sales Order is finalized.
If in Submit, the Sales order cannot be updated.
View: Click on the View button to view Sales Order details.
Print: Click on the Print button to print the Sales Order.
Update:
Allowed only when the Sales Order is in Draft status.
Not allowed once it is in Submit status.
Workflow Approval:
If Approval Workflow is enabled in setup, only assigned members can approve the Sales Order .
Other members cannot approve it.
Cancellation:
Purchase orders can be cancelled if they are no longer required.
If cancellation rules are enabled in setup, only authorized members can cancel the Sales Order.
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