How to Add a Sales Order in GPOS
This tutorial will guide you through the step-by-step process of creating, managing, and printing a Sales Order in GPOS.
🛠️ Why You Need a Sales Order
To confirm a customer’s purchase request before final invoicing
To reserve stock for a customer order
To track pending shipments and deliveries
To manage advance payments and balance settlements
📋 Steps to Create a Sales Order in GPOS
✅ Step 1: Go to the Sales Order Module
Log in to your GPOS dashboard.
From the side menu, navigate to the “ Order” module.
Click on “Add Sales Order” to start creating a new order.
✅ Step 2: Enter Sales Order Details
Order ID → Auto-generated (e.g., SO-2508-0003).
Date → Select the order creation date.
Sales Account → Choose the appropriate sales ledger account.
Price Group → Default Selling Price Group will apply unless changed.
✅ Step 3: Add Customer Details
Search for the customer by name, mobile number, or code.
If the customer is new, you can add their details instantly.
The customer’s Closing Balance will display automatically.
✅ Step 4: Add Products to the Sales Order
Use the Search Product option by name or code.
Enter Quantity, Unit, and Unit Price.
Apply Discount if applicable (fixed or percentage).
Select Tax (VAT/GST) if required.
Add IMEI/Serial Number/Other Info if applicable.
👉 The product will be listed in the order grid showing Quantity, Unit, Price, Discount, Tax, and Subtotal.
✅ Step 5: Enter Shipment Details
Add the Shipping Address.
Set the Shipment Status (e.g., Pending, Partially Delivered, Delivered).
Enter Delivered To (person receiving the goods).
Add any Order Notes or Payment Notes for internal records.
✅ Step 6: Review Order Summary
At the bottom of the order screen, you will see:
Total Items
Total Quantity
Net Total Amount
Order Discount (if applied)
Order Tax (if applicable)
Shipment Charges or additional fees
Total Ordered Amount
✅ Step 7: Record Payment
Enter the Received Amount (full or partial).
Choose the Payment Method (Cash, Card, Bank Transfer, etc.).
Select the correct Debit Account (e.g., Cash, Bank).
System will show the Current Balance after payment entry.
✅ Step 8: Save and Print Sales Order
After reviewing, click “Save” to finalize the sales order.
To provide a copy to the customer, click “Print” and choose A4 or other formats.
🔐 Important Notes
Sales Orders can be converted into Invoices once goods are delivered.
User permissions control who can create, edit, or approve Sales Orders.
All changes and payments are tracked for audit purposes.
🎯 Tips
Use Sales Orders for bookings or pre-orders.
Keep shipment details updated to track delivery performance.
Apply discounts and taxes carefully to avoid mismatched amounts at the invoicing stage.
By following these steps, you can efficiently create, manage, and print Sales Orders in GPOS, ensuring smooth order processing and accurate tracking of sales and deliveries.