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How to Add a Sales Order in GPOS

PostedAugust 19, 2025
UpdatedAugust 19, 2025
Byadmin

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

  1. Log in to your GPOS dashboard.

  2. From the side menu, navigate to the “ Order” module.

  3. Click on “Add Sales Order” to start creating a new order.

✅ Step 2: Enter Sales Order Details

  1. Order ID → Auto-generated (e.g., SO-2508-0003).

  2. Date → Select the order creation date.

  3. Sales Account → Choose the appropriate sales ledger account.

  4. Price Group → Default Selling Price Group will apply unless changed.

✅ Step 3: Add Customer Details

  1. Search for the customer by name, mobile number, or code.

  2. If the customer is new, you can add their details instantly.

  3. The customer’s Closing Balance will display automatically.

✅ Step 4: Add Products to the Sales Order

  1. Use the Search Product option by name or code.

  2. Enter Quantity, Unit, and Unit Price.

  3. Apply Discount if applicable (fixed or percentage).

  4. Select Tax (VAT/GST) if required.

  5. 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

  1. Add the Shipping Address.

  2. Set the Shipment Status (e.g., Pending, Partially Delivered, Delivered).

  3. Enter Delivered To (person receiving the goods).

  4. 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

  1. Enter the Received Amount (full or partial).

  2. Choose the Payment Method (Cash, Card, Bank Transfer, etc.).

  3. Select the correct Debit Account (e.g., Cash, Bank).

  4. System will show the Current Balance after payment entry.

✅ Step 8: Save and Print Sales Order

  1. After reviewing, click “Save” to finalize the sales order.

  2. 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.

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