Step by step
- Open Orders > Add Sales Order.
- Select the Customer; the + beside it adds a new customer. Closing Bal. shows the balance the customer already has. Choose the Sales Rep. if needed.
- Check the Date, the Sales Account and the Price Group. Write the order number of the customer in Reference.
- In Search Product type the name or code, or scan the barcode. Enter the Quantity and Unit, correct Unit Price, Discount or Vat/Tax if needed and press Add. Repeat this for every product.
- Below the table fill Ship. Details, Ship. Address, Ship. Status, Delivered To and Order Note if needed.
- On the right enter Order Discount, Order Tax, Fees and Shipment Charge if there are any. Total Ordered Amt. is the value of the order.
- If the customer pays an advance, enter it in Received Amt. (F4), then choose the Payment Method and the Debit A/c the money goes to. Split Payment takes the advance in more than one method.
- Press Save & Print (F9) to save and print, or Save (F8) to save only.
Good to know
- Customer and Date are required and the product table must not be empty.
- A sales order needs a listed customer; it is refused for the walk-in customer and for a deactivated customer.
- Saving does not change the stock and does not add the order amount to the balance of the customer; that happens when the order is invoiced. Only the advance is posted at once: a receipt is made and the money is credited to the customer.
- Curr. Balance shows the balance of the customer after the advance. The Order ID is made by the software.
- To deliver or bill the order use Action > Sales Order To Invoice or Sales Order To Delivery Challan in Sales Order List.
- The price and the discount of a line can be changed only by a user who has the permission for it.