Articles on: Sales Module

Sales Order (SO)

Why a Sales Order (SO) is required?



Is an internal document Most of them will be issued by sales representatives. To tell that the customer has made a decision to purchase the product according to the quotation document that has been notified. This process signals each department to prepare goods and information such as purchasing raw materials. ordering products, etc.
Used to control sales orders within the company that are accurate from the beginning to be clear This is to reduce problems that will follow in the next step, such as if the sale of products this time. Agreed to receive payment in 2 installments, should choose “Split Payment” in SO document, then add the date to receive the payment and the amount of the 1st, 2nd or 3rd installments to be correct and clear according to the agreement.
Plan cash flow in sales of products/services
The SO document number can be matched with the document on the purchase side. to reach the total cost of that work


Action permissions



Create Sales Order (SO)



Select the menu Sales and Sales.
Press tab 2. Order to sales
Press the Create Sales Order (SO) button.
Fill in the details completely.
Press Save.


💡 Nested Tip: SO can be created from tab 1. Bid by
Select the quotation (QT) for which you want to create the SO.
Press the action button '...' select Create Sales Order (SO).


Edit Sales Order (SO)



Select the menu Sales and Sales.
Press tab 2. Order to sales
Select the sales order (SO) that you want to edit.
Press the action button ' ... ', select edit.
Edit the information as needed.
Press Save.

💡 Nested Tip: In case the sales order is pulled invoiced need to cancel the invoice before the Sales Order (SO) can be edited.


Edit customer information, sales order (SO)



Select the menu Sales and Sales.
Press tab 2. Order to sales
Select the sales order (SO) for which you want to edit customer information.
Press the action button ' ... ', select edit.
Press on the right side of the save button, select Edit Customer Data.


Completed Sales Order (SO)



Select the menu Sales and Sales.
Press tab 2. Order to sales
Select the sales order (SO) that you want to edit.
Press the action button ' ... ', select edit.
Press on the right side of the save button, select Done.


Close/Open Sales Order (SO)



Select the menu Sales and Sales.
Press tab 2. Order to sales
Select the desired Sales Order (SO) Close or Open.
Press the action button ' ... ', select edit.
Press to the right of the record button, select Off or On.

Updated on: 30/09/2022