Sale Order

A Sale Order refers to the process of creating and managing customer sales before billing. This module allows you to plan and authorize customer orders with item-level details, pricing, and payment terms before generating a final invoice.

To access the Sale Order, go to: > Home > Application > Point Of Sale > Operations > Sale Order

How can I get Benefit ?

• Pre-plan Sales : Create customer orders before billing to streamline operations.
• Control Over Fulfilment : Authorize orders before dispatch or invoicing.
• Detailed Order Entry : Capture all sale-related details including products, quantities, pricing, and payment.

Properties

Primary Properties

Property	Description
Order Date	Auto-filled with the current system date
Order Number	Auto-generated unique packing number
Order Source	Select the source of the order
Order Type	Select the type of sale
Customer	Choose the customer from the list
Delivery Address	Enter the delivery address of the customer
Mobile Number	Enter the mobile number of the customer
Reference Number	Enter any reference number if needed
Expected Delivery Date	Select the expected date of order fulfilment
Cash	Enter the cash amount paid by the customer
Card	Enter the card payment amount
UPI	Enter the amount received via UPI
Note	Enter any additional information

Item Properties

Property	Description
Product Code	Enter the product code being ordered
Quantity	Enter the Quantity to be ordered
Final Rate	Enter the amount in this field

Status of Sale Order

• Draft : This status indicates, that a Sale Order has been created and is yet to be Authorised.
• Authorised : This status indicates, that a Sale Oder has been created and is Authorised.
• Cancelled : This indicates that your Sale Order has been cancelled.

Create New Sale Oder

• Go to Sale Order list, click Add New.

• Select the Order Source and Order Type.
• Select the Customer from the list or you can create a new customer by clicking + button.

• Click on the View Customer Details link to view the Customer info.
• Modify the delivery address and mobile number if needed.
• Select the delivery date.
• Click on + Add New under the item section, New Sale Order Line item screen will open.

• Select or Enter the Product Code.
• Enter Quantity and Final Rate.
• Repeat for additional items using Apply & Resume.
• Click Apply to add the item to the order.
• Enter the Payment amount in the respective fields like cash, card or UPI.

Edit Sale Order

• Navigate to the Sale Order list and select an entry with Draft status.

• Update necessary changes.
• Click Save & Draft or Save & Authorize.

Delete Sale Order

• Navigate to the Sale Order list and select an entry with Draft status.

• Click Cancel button to delete the Sale Order.

See Also

• Customer