What is a Sales Order?
- The Sales Order is a confirmation document issued to the customer/buyer before delivering the goods or services after the receipt of the customer's Purchase Order
- Sales Order (SO) can be created once the quote is accepted by the customer.
How to create a Sales Order?
To create a Sales Order,
- Goto Sales ---> Sales Order. Click on Create New button.
- Select the Quotation from the drop down box. All the details of the Quotation will be copied to this Sales Order form.
- Using Bulk Select add items in the grid if needed.
- Edit the Price, Discount and Quantity of the item if required.
- Click on Add on button.
When all the items quoted in the selected Quotation are ordered using Sales Order screen, the Status of Quotation changes from OPEN to ORDERED. Refer the screenshot below.
Placing Partial Sales Order:
A Sales Order not necessarily places order for all the items quoted in the Quotation. Let us consider the Quotation shown below having 6 items quoted.
While creating a Sales Order for the above Quotation, the unwanted items can be deleted by selecting the item and clicking on Delete icon keeping only the items needed to place the SO. Refer the screenshot below.
Clicking on Add button will create a Sales Order only for the items shown in the image.
The status of the Quotation will remain OPEN as all the items are not ordered. Hence, the same Quotation will be listed in drop down box while creating a Sales Order at a later time. When the same Quotation is selected, it will show only the items that are not ordered in the grid.
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