Create Sale Order

There are two ways to create sale order

• Create Sale Order from Quotation
• Create Sale Order manually

Create Sale Order from Quotation

• Go to Sales > Quotations to find you order on the list. Click on your order to open, Then create sale order by clicking on Options > Copy To Sales Order from the option dropdown. (The Status of quotation should be “Approved”)

• System create the sale order automatically

Create sale order manually

• Can be create the sale order, go to Sales > Sales Orders and Click New Sale Order

• With the general tab, In the header of the form, Input details the data

• Contact : Select the customer
• Date : Date of Quotation  (System will be filled automatically)
• Number : Number of Quotation (System will be filled automatically)
• Due Date : The end of date of invoice
• Currency (System will be filled by default contact automatically)
• Tax Type (System will be filled automatically)

• Tax Exclusive (Sale total before VAT)
• Tax Inclusive  (Sale total included VAT)
• No Tax  (Sale total without VAT)

• Billing Address : The address for delivery the invoice (System will be filled by default contact automatically)
• Shipping Address : The address for delivery the product (System will be filled by default contact automatically)

• Details In the lines

• Item No. : The Item number each line product
• Product : Select the product
• Description : Description of the product (System will be filled by default product automatically)
• Qty : Quantity of product
• UoM : Unit of Measure of product
• Unit Price : Price of the product
• Tax Rate : Select Tax Rate for sale
• Location : The location from which products are outgoing from
• Click Save after completed input the data

• With the Costing tab, System will calculate the cost from entered the data on the General tab. You can edit the details and Click Save to update data

• The Sale Order it will stay in Draft state, If The Sale Order was finished you can finalize it by clicking on Confirm button.

• The sale order state will change to Confirmed 

• After the sale order is Confirmed, It can not be edited any more. To print the sale order, click on Print.

• Select the template form and click on the Print button.

• You can print the sale order from the downloaded PDF file.

Sales Order Status and relationship with Delivery and Payment

During follow-up the Sales Order. Each Sales Order is working with 2 other modules.

• Incase Goods Issue the product to customer by clicking Options > Copy to Goods Issue

• Open the customer invoice for accounting by clicking Options > Copy to Customer Invoice

• After Goods Issue and Payment are completed from Sale Order, System will check Paid and Delivery automatically.  

Note. The system protect for Copy To Goods Issue by checking whether the amount is complete or not. If the number is complete, the system will not be able to create the goods issue again.

Costing Tab in Sale Order

There are have 2 Topics are as follower

• Estimated Costs : System will calculate the estimated cost from entered the data on the General tab. You can edit or add the details

• Actual Costs : Once the goods issue are completed status, System will filter the tracking category code and compute actual cost automatically.

How to Draft Sales Order

Sales order can To Draft only if the related Invoices or Stock Pickings status “Draft”.