Sales Orders
A Sales Order represents a confirmed purchase from a customer. It's created after a customer agrees to buy, and serves as the basis for creating Delivery Notes and Invoices.
Creating a Sales Order
- Go to Transactions > Sales Orders.
- Click New Sales Order.
- Select the Customer.
- Set the Order Date and an expected Delivery Date.
- Add Items with quantities and rates.
- (Optional) Add a Reference Number (customer's PO number).
- Click Save.
You can also create a Sales Order by converting an Estimate — all details are copied across automatically.
Sales Order Status
| Status | Meaning |
|---|---|
| Open | Order created, not yet converted or closed |
| Converted | Fully converted to a Delivery Note or Invoice |
| Partially Converted | Some items have been delivered or invoiced |
| Closed | Manually closed without full conversion |
Converting a Sales Order
From an open Sales Order, click Convert and choose:
| Target | When to use |
|---|---|
| Delivery Note | When you are about to ship the goods |
| Invoice | When you want to bill the customer directly (skipping Delivery) |
All items, pricing, and customer details carry over. If only some items are ready, you can select a partial quantity to convert.
Printing and Sending
- Click Print to generate a PDF of the Sales Order.
- Click Send to email the order confirmation to the customer.