General Info

A sales order is a document generated by a seller for its internal use in processing a customer order. The document essentially translates the format of the purchase order received from the customer into the format used by the seller.

A sales order is stored as an electronic document, if a company has an electronic order processing system. This makes it easier for anyone in the company with authorization to access the record. If the system is manual, then multiple copies must be created and distributed around the company.

Create a Sales Order

1. On the left menu, choose Sales > Sales Order. Choose New > Create New button on the top right.

2. Enter all necessary information and choose Save & Stay floating button.

Column	Description
Ref Code	Internal reference code for your own reference.
Version	Any numeric value. You can leave it blank and by default it will have value 1
Date	The sales order document date.
Due Date	The date by which the sales order is valid. You can select Payment Terms to trigger the auto calculated Due Date.
Customer	The party who request for the sales order.
Order No	Order number from the customer who request the sales order (if any).
Sales Person	The Sales Person who responsible for the sales order or the deal.
Bill To	The contact person of the selected customer. All bills related will be sent to this contact.
Payment Terms	To specify when the customer should make the payment if the deal is succeed. Select the Payment Terms option value will trigger the recalculation of Due Date.
Payment Type	To specify how the customer should make the payment.
Currency	The currency used in this sales order. Only 1 currency allowed in a single sales order.
Ship To	The person whom the goods will be delivered to.
Shipping Date	The date when the goods will be delivered.
Shipping Terms	The transport and the carrier.
Notes	Some notes for the person who receive the sales order. You can also set a Default Notes for all sales orders.
Remarks	Some internal remarks regarding to this sales order.
Keyword	Enter some meaningful keywords that is related to this document which will allow you to search the Sales Order easily.
Items	The detail information of the items or services. If the item is defined in your Inventory Database, choose the magnifier button beside the Code to retrieve the item information from database. Otherwise you may specify any item code in the Code column. Code - reference code of the item or service. Name - a short name of the item or service. Desc - detail description regarding the item or service. Quantity - a numeric value for quantity, with a magnitude of a quantity. UPrice - the price of single quantity. Discount - you can enter the discount percentage (%) or the discount amount. Tax - tax code applied to this item. You can define up to 2 tax code for each item. Final - the final amount of this item after discount and taxation.
Sub Total	The total amount calculated from all items price.
Additional Tax	You have the option to apply the tax code on the total amount, instead of apply the tax code to each of the items.
Additional Discount	Another discount applied to the sub total amount.
Shipping	Shipping cost applied.
Total	The final grand total amount of the sales order.
Total in Word	The total amount described in text format.

3. Click button + Add Row to add more items or services.

4. Click on the red color dusbin button to remove item.

5. Drag the item using mouse cursor to reset the sequence of the items.

6. You can save the sales order as Draft or Generated Document. If the sales order is saved as draft, there is not reference code given. However, if it is saved as Generated Document, a unique reference code will be generated and give to this document.

Attachment

Attach any documents that is related to this sales order.

Document Security

System Admin and the owner of the Sales Order can lock a document once it is completed to avoid the document been edited or deleted accidentally. It can be locked or unlocked anytime.

Activity Log

List of activities perform on this sales order with timestamp.

Preview

Preview the sales order using the pre-defined template.