The Sales Order form enables you to record confirmed orders from customers, creating a formal commitment to deliver specific goods or services at agreed prices and terms.
Sales orders serve as binding agreements between you and your customers, helping track what needs to be delivered and invoiced. They provide crucial information for inventory management, production planning, and revenue forecasting. Each sales order can be linked to the original Sales Quote if one was issued.
When entering a sales order, pay careful attention to delivery dates, quantities, and special customer requirements. The system will track the fulfillment status, showing whether items have been delivered through Delivery Notes and invoiced through Sales Invoices. This ensures complete visibility of your order-to-cash process.
This form contains the following fields:
Enter the date of the sales order. This is typically when the customer placed the order.
Enter a reference number for this sales order. This could be an order number, customer PO number, or your internal reference.
Select the customer who placed this order. Their billing address will automatically populate from the customer record.
Optionally, link this sales order to a sales quote. This helps track quote-to-order conversion and automatically populates order details.
Enter the customer's billing address. This is automatically filled from the customer record but can be modified for this specific order.
Optionally, add a description or notes about this order, such as special requirements or delivery instructions.
Enter the line items for this order. Each line represents a product or service with quantity, price, and other details.
Check this box if the prices you enter already include tax. Leave unchecked if you want tax calculated on top of the entered prices.
Check this box to display line numbers on the sales order. This helps reference specific items when discussing the order.
Check this box to enable a discount column where you can apply line-item discounts.
Select whether discounts are entered as percentages or fixed amounts.
Check this box if withholding tax applies to this order. This is typically required for certain types of transactions or customers.
This indicates whether the sales order has been cancelled. Cancelled orders remain in the system for record-keeping but don't affect reports.