Sales Order

What is Sales Order?

A sales order is a document or record created by a business to confirm and track a customer's purchase of goods or service. It serves several key purposes in the sales and fulfillment process.

New Sales Order

New Sales Order in Sales Order

2. Enter the sales order details. E.g. General Info, Customer Info and etc. Info with asterisk (*) must be filled in.

Note: In Customer Info, you may go to Data and select New Customer (Customer Maintenance) in order to add a new customer or select existing customer. Otherwise, you can just click on the Add button.

Sales Order Details

4. Click on Save if the details have been filled in completely.

Save Details

5. Click OK on the confirmation.

Confirmation

6. Record saved.

Record is Saved

Sales Order List

Sales Order List in Sales Order

2. User may click on View to check or edit the sales order. Also, user can choose the sales order date range to view the sales order.

Note: User can click on New button to create a new sales order. Otherwise, user has to go to Sales and select New Sales Order (Sales Order).

View in Sales Order

3. There are involved 4 buttons as Print, New, Delete and Edit when you click on View. (You may refer back to Invoice List)

4. User may turn sales order into invoice by clicking Invoice.

Invoiced Sales Order

5. Click OK on the Confirmation.

Confirmation

6. Record has been converted to invoice.

7. Sales Order Template.

Sales Order Setting

Tool > Sales Order Setting

Sales Order Setting contains general settings which are Currency, Payment Term, Note, SST Rate (%), Item SST Text, SST Inclusive, Invoice Receipt, Refundable Payment, and View All Company. There is an account setting that includes Allow auto debit/credit account, and Payment Receive.

Report

Every report will have the filter criteria to filter out the record that needed, please refer the following screen on the filter part.

After user generate the report, can choose to export to different format in (PDF, Excel, CSV)

Sales Order Report Consist of 4 Reports

2. Report > Sales Order Report > Sales Order Item Popularity

3. Report > Sales Order Report > Sales Order Payment

4. Report > Sales Order Report > Sales Order Summary Item