Sales Order

A Sales Order is a confirmation of an order from your customer

Prerequisites,

Customer (Mandatory)
Item (Mandatory)
Cost Center
Project
Employee ID
Sales Order ID
Price List
Tax Category
Sales Taxes and Charges Template
Shipping Rule
Incoterm
Address & Contact
Payment Terms
Payment Terms Template
Sales Person

How to Create a Sales Order

Go to Sales Order List and Click on "Add Sales Order"

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Details:

Select Customer: Choose the customer for this order
Set Posting Date
Set Delivery Date: Specify the expected date of delivery
Set Customer's Purchase Order: Enter the Customer's PO number for reference, if available
Set Order Type (Sales, Maintenance or Shopping Cart), Sales is the default
Source Warehouse: Specify the Source Warehouse from which items will be dispatched
Currency and Price List: These fields are automatically populated based on the Company Master settings
Enable 'Ignore Pricing Rule' to override the system's predefined pricing logic
Select Item: Add the items required for the order
The Delivery Date will be auto fethced from above
Enter Quantity: Input the number of units for each item
Enter Amount. If the item has a price list it will be auto fethced
The Total amount will be auto calculated

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Select Tax Category: Choose the applicable tax category for the transaction
Sales Taxes and Charges Template: Select a template to automatically populate the taxes table
The Tax charges will be auto calculated
To view further Details, Click the Edit Row (pen icon) located at the far right of the row
The system automatically calculates the Gross Total (Item Total + Taxes and Charges)
Rounding Adjustment: To prevent the system from rounding the final amount, select the Disable Rounded Total checkbox

Note:

If an Item Tax Percentage is already defined in the Item Master, the corresponding Tax Charges will be auto-fetched immediately upon selecting the Item and this selection is also cross-referenced with the Tax Category assigned to the Customer Master to ensure accurate tax application

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Additional Discount: Enter details if applicable
Net Total Calculation: The discount amount is automatically deducted from the Item Total, which updates both the Net Total and the Gross Total fields

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The final tax breakdown will be shown in the footer section of the Sales Order

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Address and Contact:

The Address and Contact Section allows for the input of Billing, Shipping, and Company Addresses

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Terms:

Payment Terms: Select a Payment Terms Template to automatically define the schedule, or enter the terms manually
The system will generate a payment schedule based on these defined terms

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More Info:

Status: The current status of the Sales Order (e.g., Draft, On Hold, Completed) will be displayed here
Commission Details: Record any applicable sales commission for the transaction
Sales Team: Track the Sales Team Contribution to credit the individuals responsible for securing the order
Auto-Repeat: Enter Auto-Repeat period to schedule the recurring generation of this Sales Order at defined intervals (If applicable)
Print Settings: Configure specific printing preferences
Additional Info: Use the Is Internal Customer checkbox if the transaction is with a inter company or internal branch

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Save and Submit

Sales Invoice

A Sales Invoice is a bill that you send to your Customers against which the Customer makes the payment

From Sales Order → Create → Sales invoice

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The data will be auto fetched from the Sales Order
Or Sales Invoice can be generated Individually by entring data mannually

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