Sales Order

A sales order is a financial document that confirms an impending sale. It is raised when an initial estimate is approved and the transaction is underway, and details the exact quantity, price and delivery details of the products or services being sold. Perform the simple operations mentioned below to create and manage Sales Orders for your business.


Status of Sales Order

Status Description
Draft Sales orders when created will be in Draft status before sending to the contact
Open Sales order once sent to the contact will be changed to Sent status.
Due Sales order once sent to the contact with a due date for shipping, will be shown as Due.
Overdue Once the due date for shipping is exceeded, it will be shown as Overdue.
Partially paid When the sales order is invoiced for a part of the items in the sales order then the status will show as Partially Invoiced.
Invoiced Once the sales order is converted as an invoice it will change to the Invoiced status.

Enabling Sales Order

Navigate to the Preferences tab under the Settings page, Choose Yes from the dropdown for Would you like to enable Sales Order? option.

Enable Sales Order

Creating a New Sales Order

New Sales Order

Enter the details for the customer related fields

Sales order new customer

Sales order  - Select customer

Sales order - New Customer

Sales order  - new number

Sales order - New Price list

Enter the item details for the sales order.

Sales order - New Item

Items in sales order

items in sales order

Creating new sales order

Changing template in sales order

P.S: Templates can be customized by navigating to Setting > More Settings >Templates and choosing from the sales order templates. Learn more about associating templates to specific contact.

Creating a Sales Order from Contacts

Creating sales order in contact

Sending a sales order


Sales Order Workflow

Converting an estimate into a sales order

Converting an estimate into sales order

Sending a sales order to your customer

Sending a sales order

Sending a sales order

Converting the sales order from Draft to Open status

Converting sales order to open

Converting a sales order into purchase order

When you are out of stock and not able to fulfil the order placed by your customer, you can always convert the sales order into a purchase order and send it to a vendor to purchase the items.

Converting sales order to purchase order

Converting a sales order into an invoice

Converting sales order to invoice

Converting sales order to invoice

Partially invoicing your sales order

If you are out of stock for a part of the items in the sales order, you can always convert it into an invoice with the available items. In this case the sales order will change its status to Partially Invoiced

For the remaining items which are out of stock you can convert your sales order into a purchase order to purchase the items from a vendor.


Attaching Files with Sales Order

You can attach any receipts, bills or attachments associated with the sales order and send it to your customer.

Attaching a file to sales order

Attaching a file to sales order

Attaching a file to sales order


Other Actions

You can Edit, Clone, Print, download as PDF, Mail and Delete your sales order. You can also make your sales order Void.

Other actions in sales order

Other actions in sales order

Other actions in sales order

Deleting in sales order