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Sales Order

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

It is usually a binding Contract with your Customer. Once your customer confirms the Quotation you can convert your Quotation into a Sales Order.

To access Sales Order, go to:

\u003e Home \u003e Selling \u003e Sales \u003e Sales Order

Prerequisites​

Before creating and using a Sales Order, it is advised that you create the following first:

  • Customer
  • Item

How to create a Sales Order​

  1. Go to the Sales Order list, click on New.
  2. Select the Customer.
  3. Set the 'Delivery Date' - applied to the whole order.
  4. With Order Type, you can set whether it's a Sales order, Maintenance order, or from the online Shopping Cart of your website. By default, this value is set to \