> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://nested.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# 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)

1. Select the menu __Sales__ and __Sales__.
2. Press tab __2. Order to sales__
3. Press the __Create Sales Order (SO)__ button.
4. Fill in the details completely.
5. Press __Save__.


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

---

# Edit Sales Order (SO)

1. Select the menu __Sales__ and __Sales__.
2. Press tab __2. Order to sales__
3. Select the sales order (SO) that you want to edit.
4. Press the action button ' **...** ', select __edit__.
5. Edit the information as needed.
6. 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)

1. Select the menu __Sales__ and __Sales__.
2. Press tab __2. Order to sales__
3. Select the sales order (SO) for which you want to edit customer information.
4. Press the action button ' **...** ', select __edit__.
5. Press __ on the right side of the save button__, select __Edit Customer Data__.


---

# Completed Sales Order (SO)

1. Select the menu __Sales__ and __Sales__.
2. Press tab __2. Order to sales__
3. Select the sales order (SO) that you want to edit.
4. Press the action button ' **...** ', select __edit__.
5. Press __ on the right side of the save button__, select __Done__.


---

# Close/Open Sales Order (SO)

1. Select the menu __Sales__ and __Sales__.
2. Press tab __2. Order to sales__
3. Select the desired Sales Order (SO) __Close__ or __Open__.
4. Press the action button ' **...** ', select __edit__.
5. Press __ to the right of the record button__, select __Off__ or __On__.