Sales Orders

Overview

A Sales Order confirms that a customer has agreed to purchase. It is a binding commitment and the basis for delivery and invoicing at Cola Solar.

To access: Selling → Sales Order

Creating a Sales Order

From a Quotation (recommended)

1. Open the confirmed Quotation
2. Click Create → Sales Order
3. All customer and item details are carried over
4. Set the Delivery Date
5. Click Save then Submit

From Scratch

1. Go to Selling → Sales Order → New
2. Select the Customer
3. Set the Delivery Date
4. Under Items, add each product with quantity and rate
5. Add taxes if applicable
6. Click Save then Submit

A Sales Order must be submitted before a Delivery Note or Invoice can be created against it.

Tracking Order Status

Updating Items on a Submitted Order

1. Open the Sales Order
2. Click Update Items
3. Make changes to quantity or delivery date
4. Save

You cannot remove items that have already been delivered.